Your 4D chess model of their thinking is that the risk they run of mentioning a direct competitor, that their potential customers would also be considering, is so great that the value of that comparison is dwarfed by the costs of the risk, so they don't do it. This is some next level strategic thinking.
I have to wonder, though, why doesn't Palantir mention them? https://www.google.com/search?q=site%3Apalantir.com+samdesk
They seem to mention actual competitors: https://www.google.com/search?q=site%3Apalantir.com+c3
Given your 4D chess logic, they really should be mentioning all their competitors to poison their wells.