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$PLTR this analyst gets it: - Palantir is the AI Operating System - Palantir provides the environment and context layer (ontology + security model) for enterprises to deploy AI models and agents - This is a structural growth opportunity - The ROI for enterprises to deploy AI and use...

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Jack Prescott

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112,551 просмотров • 1 год назад •via X (Twitter)

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the IBM earnings reinforced something I think Wall Street is still underestimating: IBM is becoming an operating system for enterprise AI. The initial earnings reaction focused on the familiar metrics—revenue growth, infrastructure, margins and quarterly expectations. But that misses the bigger transformation underway. The AI market is bifurcating. On one side are companies building frontier models. On the other are companies helping enterprises operationalize AI—integrating it with existing systems and data, governing it, securing it, and turning AI into measurable business outcomes. IBM is increasingly positioning itself for that second market. And that's important because the enterprise AI conversation is moving from models to tools, from experimentation to outcomes, and ultimately toward autonomy and agents. IBM has decades of enterprise infrastructure, software, data and consulting relationships sitting underneath that transition. The mainframe isn't necessarily legacy in this world—it can become part of the context and transaction infrastructure AI acts upon. Wall Street initially looked at the quarter. I think the more important question is what IBM is becoming. My commentary below. #IBM #AI #EnterpriseAI #AgenticAI #HybridCloud
1:31

the IBM earnings reinforced something I think Wall Street is still underestimating: IBM is becoming an operating system for enterprise AI. The initial earnings reaction focused on the familiar metrics—revenue growth, infrastructure, margins and quarterly expectations. But that misses the bigger transformation underway. The AI market is bifurcating. On one side are companies building frontier models. On the other are companies helping enterprises operationalize AI—integrating it with existing systems and data, governing it, securing it, and turning AI into measurable business outcomes. IBM is increasingly positioning itself for that second market. And that's important because the enterprise AI conversation is moving from models to tools, from experimentation to outcomes, and ultimately toward autonomy and agents. IBM has decades of enterprise infrastructure, software, data and consulting relationships sitting underneath that transition. The mainframe isn't necessarily legacy in this world—it can become part of the context and transaction infrastructure AI acts upon. Wall Street initially looked at the quarter. I think the more important question is what IBM is becoming. My commentary below. #IBM #AI #EnterpriseAI #AgenticAI #HybridCloud

John Furrier

47,663 просмотров • 27 дней назад

Why is Palantir so expensive? You don’t need to look at spreadsheets. Just consider this: The market knows NVIDIA sells the shovels for the AI goldrush. The market is realizing that AI isn’t being monetized at the commercial level because although it’s cool, it’s not unlocking any real insights yet. The market now anticipates that Palantir is selling the maps to find the gold…. Gold being AI-driven insights that actually solve difficult problems. Software that works. Since 2021, NVIDIA’s revenue has exploded from $16B to $96B. Palantir’s TTM revenue is $2.5B. The trajectory of Palantir has changed since AIP released in 2023, which is enabling the company to scale. If NVIDIA sells the shovels, and Palantir provides the maps, then the market believes Palantir will see the same explosion of growth within the commercial market, which the market believes has an almost unlimited TAM for Palantir. A lot of people missed out on NVIDIA. While Palantir’s market cap is expensive at $95B, it is nothing compared to NVIDIA’s $3.26T market cap in terms of size. The market doesn’t want to miss out on the next big thing. At this point, investors have thrown all standard methods of valuation out of the window… Those days were years ago. To me, at this point, buying the stock is betting on NVIDIA-like growth (No I’m not saying the company will shoot to a $3T market cap in 2 years — you get the point). If the company does not show this sort of revenue growth, the stock will be punished. This is the risk investors are willing to take. While I am very bullish on the company in the long run, I, like everyone else, have no clue what will actually happen in the short term. This is not a stock to play on the short term. This is why I continue to hold, regardless of how “expensive” the stock gets. I personally believe Palantir does in fact carry the potential to see explosive revenue growth to more than enough justify its current ratios. I’m not saying it will happen this quarter. But the potential is there. It’s a matter of when, in my opinion. I would never risk selling what I view as my golden ticket to wealth with the justification of “it’s too expensive, the price will come back down and I can buy even more then”. If the stock crashes, I can start buying more shares regardless — I don’t want to get greedy and try to time the market. I would never forgive myself if I sold and the stock ended up soaring so high that even after a crash, it would be far too expensive for me to get back in with my original position size (plus capital gains tax). I don’t care who agrees with me or who thinks I’m crazy for saying this — it’s a real risk to me and I’m not willing to take it. This is not me telling you to buy $PLTR. My average is $8.50. Only you can decide what is right, and your decision should be made on your own level of conviction from studying the company — nothing else. This is me telling you why it’s so expensive. Again, I believe that if the stock does not continue to crush earnings each quarter, even the slightest miss, the stock will be punished in the short term. For longs, it’s another opportunity to accumulate more. This is my opinion, of course. 5-10 years from now, we’ll see who was right. Chips & Ontology.
1:59

Why is Palantir so expensive? You don’t need to look at spreadsheets. Just consider this: The market knows NVIDIA sells the shovels for the AI goldrush. The market is realizing that AI isn’t being monetized at the commercial level because although it’s cool, it’s not unlocking any real insights yet. The market now anticipates that Palantir is selling the maps to find the gold…. Gold being AI-driven insights that actually solve difficult problems. Software that works. Since 2021, NVIDIA’s revenue has exploded from $16B to $96B. Palantir’s TTM revenue is $2.5B. The trajectory of Palantir has changed since AIP released in 2023, which is enabling the company to scale. If NVIDIA sells the shovels, and Palantir provides the maps, then the market believes Palantir will see the same explosion of growth within the commercial market, which the market believes has an almost unlimited TAM for Palantir. A lot of people missed out on NVIDIA. While Palantir’s market cap is expensive at $95B, it is nothing compared to NVIDIA’s $3.26T market cap in terms of size. The market doesn’t want to miss out on the next big thing. At this point, investors have thrown all standard methods of valuation out of the window… Those days were years ago. To me, at this point, buying the stock is betting on NVIDIA-like growth (No I’m not saying the company will shoot to a $3T market cap in 2 years — you get the point). If the company does not show this sort of revenue growth, the stock will be punished. This is the risk investors are willing to take. While I am very bullish on the company in the long run, I, like everyone else, have no clue what will actually happen in the short term. This is not a stock to play on the short term. This is why I continue to hold, regardless of how “expensive” the stock gets. I personally believe Palantir does in fact carry the potential to see explosive revenue growth to more than enough justify its current ratios. I’m not saying it will happen this quarter. But the potential is there. It’s a matter of when, in my opinion. I would never risk selling what I view as my golden ticket to wealth with the justification of “it’s too expensive, the price will come back down and I can buy even more then”. If the stock crashes, I can start buying more shares regardless — I don’t want to get greedy and try to time the market. I would never forgive myself if I sold and the stock ended up soaring so high that even after a crash, it would be far too expensive for me to get back in with my original position size (plus capital gains tax). I don’t care who agrees with me or who thinks I’m crazy for saying this — it’s a real risk to me and I’m not willing to take it. This is not me telling you to buy $PLTR. My average is $8.50. Only you can decide what is right, and your decision should be made on your own level of conviction from studying the company — nothing else. This is me telling you why it’s so expensive. Again, I believe that if the stock does not continue to crush earnings each quarter, even the slightest miss, the stock will be punished in the short term. For longs, it’s another opportunity to accumulate more. This is my opinion, of course. 5-10 years from now, we’ll see who was right. Chips & Ontology.

Jack Prescott

258,450 просмотров • 1 год назад

“numerology and astrology is the future” “in 2070 around that time, one world government will exist. an advance AI will be the government of the world and will be based off numerology and astrology” “this is what the f*cking world is coming to, I promise you”
0:47

“numerology and astrology is the future” “in 2070 around that time, one world government will exist. an advance AI will be the government of the world and will be based off numerology and astrology” “this is what the f*cking world is coming to, I promise you”

GG33Ram33

14,706 просмотров • 6 месяцев назад

OpenAI and Anthropic haven't won the enterprise AI market yet. “When you get a CIO one-on-one, they’re not happy with what Anthropic is trying to do. They're not happy with what OpenAI is bringing to the enterprise.” "I think ultimately, OpenAI is a consumer AI company. Anthropic is a coding model company, and the enterprise is actually really, really wide open and incredibly diverse in terms of the winners" — May Habib, CEO of WRITER
0:59

OpenAI and Anthropic haven't won the enterprise AI market yet. “When you get a CIO one-on-one, they’re not happy with what Anthropic is trying to do. They're not happy with what OpenAI is bringing to the enterprise.” "I think ultimately, OpenAI is a consumer AI company. Anthropic is a coding model company, and the enterprise is actually really, really wide open and incredibly diverse in terms of the winners" — May Habib, CEO of WRITER

The Information

39,146 просмотров • 8 дней назад

Airbnb's Brian Chesky says there's still a massive opportunity in consumer AI, if only because almost every AI company is an enterprise/ coding company. "Almost every AI company is an enterprise company. The last stat I said on TBPN, like three months ago — and the stats haven't changed — was 175 companies in a YC batch, and 16 were consumer." "That trend hasn't changed. Almost everyone's going into coding and enterprise." "But the consumer [AI] experience hasn't fundamentally changed that much beyond a chatbot. I think the consumer is a massive opportunity for AI. I think it's going to need to be a richer user interface." "AI today is text, photos, and buttons. And some videos. And I think there's a breakthrough visual paradigm that could be much more immersive. With the new image and video models, you could do something so much more immersive."
1:22

Airbnb's Brian Chesky says there's still a massive opportunity in consumer AI, if only because almost every AI company is an enterprise/ coding company. "Almost every AI company is an enterprise company. The last stat I said on TBPN, like three months ago — and the stats haven't changed — was 175 companies in a YC batch, and 16 were consumer." "That trend hasn't changed. Almost everyone's going into coding and enterprise." "But the consumer [AI] experience hasn't fundamentally changed that much beyond a chatbot. I think the consumer is a massive opportunity for AI. I think it's going to need to be a richer user interface." "AI today is text, photos, and buttons. And some videos. And I think there's a breakthrough visual paradigm that could be much more immersive. With the new image and video models, you could do something so much more immersive."

TBPN

15,446 просмотров • 3 месяцев назад

Is the rise of FDEs a short-term phenomenon or a continuous feature of the AI ecosystem? “I have a bit of a hot take: I think it's the future for the short term. Right now there's a concentration of people in San Francisco who really know how to deploy agents, eval agents, and be AI first, and that knowledge just isn't out there yet. Eventually it will be. At that point you won't need teams to set up AI agents for every enterprise, and it'll become more of a job function, similar to software engineering.” Do you agree? Do you agree with the dissemination of knowledge FDEs will be needed less Matan Grinberg Nikesh Arora Shyam Sankar
0:39

Is the rise of FDEs a short-term phenomenon or a continuous feature of the AI ecosystem? “I have a bit of a hot take: I think it's the future for the short term. Right now there's a concentration of people in San Francisco who really know how to deploy agents, eval agents, and be AI first, and that knowledge just isn't out there yet. Eventually it will be. At that point you won't need teams to set up AI agents for every enterprise, and it'll become more of a job function, similar to software engineering.” Do you agree? Do you agree with the dissemination of knowledge FDEs will be needed less Matan Grinberg Nikesh Arora Shyam Sankar

Harry Stebbings

19,471 просмотров • 23 дней назад

$SPCX spending $60B on Cursor validates the idea that real AI value accrues to the application layer that owns the workflow, proprietary data loop and enterprise distribution. $NOW is building exactly that as the orchestration layer for enterprise AI agents across business workflows. The Cursor deal is a reminder that the market will pay massive premiums for software that owns where work actually happens.
1:04

$SPCX spending $60B on Cursor validates the idea that real AI value accrues to the application layer that owns the workflow, proprietary data loop and enterprise distribution. $NOW is building exactly that as the orchestration layer for enterprise AI agents across business workflows. The Cursor deal is a reminder that the market will pay massive premiums for software that owns where work actually happens.

Shay Boloor

83,206 просмотров • 2 месяцев назад

“The idea is that this is the eyes and ears for AI” In 2027 we’ll wake up to a world where everyone is wearing AI cameras on their face. Privacy will be extinct. And the biggest opportunity of the next decade will be giving it back.
0:22

“The idea is that this is the eyes and ears for AI” In 2027 we’ll wake up to a world where everyone is wearing AI cameras on their face. Privacy will be extinct. And the biggest opportunity of the next decade will be giving it back.

Will McEvoy

16,547 просмотров • 4 месяцев назад

.SnowflakeDB is thrilled to announce #SnowflakeArctic: A state-of-the-art large language model uniquely designed to be the most open, enterprise-grade LLM on the market. This is a big step forward for open source LLMs. And it’s a big moment for Snowflake in our #AI journey as we continue to build best-in-class enterprise-grade products for our customers. The era of enterprise AI is here. 🚀
1:04

.SnowflakeDB is thrilled to announce #SnowflakeArctic: A state-of-the-art large language model uniquely designed to be the most open, enterprise-grade LLM on the market. This is a big step forward for open source LLMs. And it’s a big moment for Snowflake in our #AI journey as we continue to build best-in-class enterprise-grade products for our customers. The era of enterprise AI is here. 🚀

sridhar

243,792 просмотров • 2 лет назад

$PLTR alright folks superbowl coming up after the bell regardless of what happens to the stock, being part of this community and getting to cover Palantir's journey has been one of the greatest blessings in my life. i really can't express my gratitude for people trusting me as a source for their Palantir news and coverage. it's been 4 years, 2k videos, 200 episodes of a weekly Palantir podcast...and I wouldn't have changed a single thing. having said that, we've got a ton of storylines going into earnings that can affect the stock: - is the SARs expense priced in or not? how bad is the hit? - does Palantir need to guide upwards of 35% YoY growth in 2025 for the street to be happy given the multiple its trading at or can they be at 30% and below? - if topline growth isn't as strong, are FCF growth, operating income margins, rule of 40, etc. enough to allow the street to feel Palantir will continue to grow into their potential? - if DeepSeek proved that LLMs are commodities and an LLM company like OpenAI is about to raise at $340B, what does that mean for a company like Palantir that's profitable and growing in the public markets? - what does government growth look like now with DOGE and can Palantir guide for some type of catalyst because of the government's willingness to spend more on software? Overall, I think Dr. Karp, Shaym Sankar and the entire team are going to crush it by essentially making the same argument they have made for 2 years: Palantir creates outcomes and that is what their customers pay for, not LLMs that can be found a dime-a-dozen and simply plugged into AIP, which is the software layered on Foundry that Palantir believes can create such incredible and transformative use cases (and we've seen many case studies of this already) that lead to them becoming one of the most important companies in the world. The stock will likely see algos and headlines that can move it, but this quarter is going to be determined by guidance, their ability to show continued growth and the market's overall interpretation of where Palantir lies in the broader AI sector. TIME TO EMBRACE ANOTHER CHAPTER IN THE ONGOING STORY OF ONE OF THE MOST EXCITING COMPANIES ON PLANET EARTH. & the best part is, we get to all embrace that chapter together, as a community. LFG.
1:58

$PLTR alright folks superbowl coming up after the bell regardless of what happens to the stock, being part of this community and getting to cover Palantir's journey has been one of the greatest blessings in my life. i really can't express my gratitude for people trusting me as a source for their Palantir news and coverage. it's been 4 years, 2k videos, 200 episodes of a weekly Palantir podcast...and I wouldn't have changed a single thing. having said that, we've got a ton of storylines going into earnings that can affect the stock: - is the SARs expense priced in or not? how bad is the hit? - does Palantir need to guide upwards of 35% YoY growth in 2025 for the street to be happy given the multiple its trading at or can they be at 30% and below? - if topline growth isn't as strong, are FCF growth, operating income margins, rule of 40, etc. enough to allow the street to feel Palantir will continue to grow into their potential? - if DeepSeek proved that LLMs are commodities and an LLM company like OpenAI is about to raise at $340B, what does that mean for a company like Palantir that's profitable and growing in the public markets? - what does government growth look like now with DOGE and can Palantir guide for some type of catalyst because of the government's willingness to spend more on software? Overall, I think Dr. Karp, Shaym Sankar and the entire team are going to crush it by essentially making the same argument they have made for 2 years: Palantir creates outcomes and that is what their customers pay for, not LLMs that can be found a dime-a-dozen and simply plugged into AIP, which is the software layered on Foundry that Palantir believes can create such incredible and transformative use cases (and we've seen many case studies of this already) that lead to them becoming one of the most important companies in the world. The stock will likely see algos and headlines that can move it, but this quarter is going to be determined by guidance, their ability to show continued growth and the market's overall interpretation of where Palantir lies in the broader AI sector. TIME TO EMBRACE ANOTHER CHAPTER IN THE ONGOING STORY OF ONE OF THE MOST EXCITING COMPANIES ON PLANET EARTH. & the best part is, we get to all embrace that chapter together, as a community. LFG.

amit

180,612 просмотров • 1 год назад

#WATCH | Delhi: #IndiaAImpactSummit2026 | CEO of OpenAI, Sam Altman says, "It is amazing to be here, obviously the work happening in India and the adoption of AI is leading the world, and I can't wait to see what goes next. This will be one of the biggest markets for AI in the world, and I think India will have a huge amount of influence... It (AI) will definitely impact the job market, but we always find new things to do, and I have no doubt we will find lots of better ones this time."
0:31

#WATCH | Delhi: #IndiaAImpactSummit2026 | CEO of OpenAI, Sam Altman says, "It is amazing to be here, obviously the work happening in India and the adoption of AI is leading the world, and I can't wait to see what goes next. This will be one of the biggest markets for AI in the world, and I think India will have a huge amount of influence... It (AI) will definitely impact the job market, but we always find new things to do, and I have no doubt we will find lots of better ones this time."

ANI

242,416 просмотров • 6 месяцев назад

$AMZN CEO Andy Jassy describes AI adoption as very barbelled, with most existing enterprise workloads still not using inference though he expects that to change significantly over time. "I think it's actually kind of useful to look at at least our view of what we see in the demand and adoption curve right now, which is we see this adoption curve in AI right now is very barbelled." "There is on one end of the barbell, the AI labs are consuming gobs and gobs of compute. And there are a few runaway successful generative AI applications like Claude Code and ChatGPT." "And on the other end of the barbell are enterprises who are getting real value from AI in cost avoidance and productivity. And these are things like automating customer service or business process automation or fraud." "In the middle of the barbell is all of the current enterprise production workloads, some of which are using inference in a pervasive way, but most of which aren't. And that is going to change very significantly over time." "And that will be, in my opinion, that will be the largest absolute segment, the existing production workloads in the enterprise and new businesses and workloads that startups build too."
1:10

$AMZN CEO Andy Jassy describes AI adoption as very barbelled, with most existing enterprise workloads still not using inference though he expects that to change significantly over time. "I think it's actually kind of useful to look at at least our view of what we see in the demand and adoption curve right now, which is we see this adoption curve in AI right now is very barbelled." "There is on one end of the barbell, the AI labs are consuming gobs and gobs of compute. And there are a few runaway successful generative AI applications like Claude Code and ChatGPT." "And on the other end of the barbell are enterprises who are getting real value from AI in cost avoidance and productivity. And these are things like automating customer service or business process automation or fraud." "In the middle of the barbell is all of the current enterprise production workloads, some of which are using inference in a pervasive way, but most of which aren't. And that is going to change very significantly over time." "And that will be, in my opinion, that will be the largest absolute segment, the existing production workloads in the enterprise and new businesses and workloads that startups build too."

Fireside Alpha

29,242 просмотров • 18 дней назад

Palantir CEO Alex Karp on why the model is not the moat. The application layer is: "To make them valuable in an enterprise, like a battlefield, regulated, or manufacturing context, you have to have what's called an application layer." "We have this thing called ontology that now everyone's copying. It takes a large language model and makes it safe and useful and precise." "Safe because it doesn't touch your underlying data." "Safe because it prevents the large language model from caching your data and replicating your business." The tell for any enterprise AI pitch: ask what sits between the model and your data. If the answer is nothing, you are not buying leverage. You are renting a fast way to hand your business to whoever owns the weights. Alex Karp, CEO of Palantir, on CNBC.
0:24

Palantir CEO Alex Karp on why the model is not the moat. The application layer is: "To make them valuable in an enterprise, like a battlefield, regulated, or manufacturing context, you have to have what's called an application layer." "We have this thing called ontology that now everyone's copying. It takes a large language model and makes it safe and useful and precise." "Safe because it doesn't touch your underlying data." "Safe because it prevents the large language model from caching your data and replicating your business." The tell for any enterprise AI pitch: ask what sits between the model and your data. If the answer is nothing, you are not buying leverage. You are renting a fast way to hand your business to whoever owns the weights. Alex Karp, CEO of Palantir, on CNBC.

Karl Mehta

31,891 просмотров • 1 месяц назад

Elon Musk on Grok: “I think an AI that is sort of SpaceX’s baby will be a very good AI. I think SpaceX is a collection of some of the very best humans on Earth, both in capability and morality and goodness, and I think we want to have an AI that is born of that capability and that morality and that goodness. I think that’s very, very important. So I’d like to encourage people to help out, actually, with the AI hardware on the ground and the AI software and, of course, with the AI satellites. Solar is going to be a very important part of that. The TerraFab will be a very important part of that, but we must also succeed on the software front, and we’re going to be training Grok on the sum total of all SpaceX information. So in a way, it will be trained on you. You will effectively be the parents of the AI. It will inherit your thoughts and ideas and beliefs, and I think that’s a good thing. So, yeah, we’ve got to win here on the AI hardware and the AI software. That maybe is the most important message. I think that is actually the most important message I wanted to convey today is that we must win on AI because the future is overwhelmingly AI and robots. So we won’t ultimately be able to control the AI. It’ll be too smart for that. But just like if you have a child that is a super genius child, you can still instill in that child the values and beliefs that you think are good and right. And so that’s why it’s incredibly important that we succeed with Grok. So, yeah, well, Grok 4.5 you’ve tried probably. We’ve got 4.6 coming out in about a week. And then 4.7 should be really pretty special. So I’d like to encourage everyone at SpaceX to use AI and to make it better.”
2:56

Elon Musk on Grok: “I think an AI that is sort of SpaceX’s baby will be a very good AI. I think SpaceX is a collection of some of the very best humans on Earth, both in capability and morality and goodness, and I think we want to have an AI that is born of that capability and that morality and that goodness. I think that’s very, very important. So I’d like to encourage people to help out, actually, with the AI hardware on the ground and the AI software and, of course, with the AI satellites. Solar is going to be a very important part of that. The TerraFab will be a very important part of that, but we must also succeed on the software front, and we’re going to be training Grok on the sum total of all SpaceX information. So in a way, it will be trained on you. You will effectively be the parents of the AI. It will inherit your thoughts and ideas and beliefs, and I think that’s a good thing. So, yeah, we’ve got to win here on the AI hardware and the AI software. That maybe is the most important message. I think that is actually the most important message I wanted to convey today is that we must win on AI because the future is overwhelmingly AI and robots. So we won’t ultimately be able to control the AI. It’ll be too smart for that. But just like if you have a child that is a super genius child, you can still instill in that child the values and beliefs that you think are good and right. And so that’s why it’s incredibly important that we succeed with Grok. So, yeah, well, Grok 4.5 you’ve tried probably. We’ve got 4.6 coming out in about a week. And then 4.7 should be really pretty special. So I’d like to encourage everyone at SpaceX to use AI and to make it better.”

DogeDesigner

64,019 просмотров • 10 дней назад

Palantir is playing an integral role in the AI Revolution, and Akshay Krishnaswamy summarized it best⚡️ “Our conviction here at Palantir is that really it constitutes a new category in the AI stack...Of course there's raw energy. You then have chips, you have data centers, you have the frontier models that are increasingly commoditized and available but increasingly powerful as well. And then there's everything you need to get from that to differentiated outcomes, products, and services. And we are maniacally focused on providing this AI infrastructure for developer teams, for enterprises, for everybody looking to achieve value with AI.”
0:37

Palantir is playing an integral role in the AI Revolution, and Akshay Krishnaswamy summarized it best⚡️ “Our conviction here at Palantir is that really it constitutes a new category in the AI stack...Of course there's raw energy. You then have chips, you have data centers, you have the frontier models that are increasingly commoditized and available but increasingly powerful as well. And then there's everything you need to get from that to differentiated outcomes, products, and services. And we are maniacally focused on providing this AI infrastructure for developer teams, for enterprises, for everybody looking to achieve value with AI.”

Eliano A. Younes

11,513 просмотров • 1 год назад

$MSFT is trading at a decade-low valuation because the market is focused on the near-term cost of AI while underpricing Microsoft’s role as one of the most important enterprise AI platforms in the world. The bigger shift is that Microsoft may move from only monetizing users to monetizing work where companies eventually pay not just for employee licenses but for the AI work being performed around each employee. That creates a ton of upside if Microsoft can monetize agents, tokens, workflows, security, governance and productivity across the enterprise stack in the new AI economy.
0:50

$MSFT is trading at a decade-low valuation because the market is focused on the near-term cost of AI while underpricing Microsoft’s role as one of the most important enterprise AI platforms in the world. The bigger shift is that Microsoft may move from only monetizing users to monetizing work where companies eventually pay not just for employee licenses but for the AI work being performed around each employee. That creates a ton of upside if Microsoft can monetize agents, tokens, workflows, security, governance and productivity across the enterprise stack in the new AI economy.

Shay Boloor

606,243 просмотров • 1 месяц назад

$PLTR People should really watch the interview by Alex Karp in trying to understand what the future of enterprise AI is heading towards. The difference between value creation for each enterprise can be and has to be tailored to get the most use. The FDE model that Palantir pioneered is being used by everyone these days but the end goal for every FDE seems to be different. Companies like Palantir are trying to drive value creation for the companies they work with vs. OpenAI and Anthropic who are more about trying to lock enterprise customers down into their respective ecosystems and endlessly consume tokens. I think its becoming clear that businesses are a bit ticked off by the sheer cost of these models without the tangible returns to justify the expense. Companies like Palantir dont sell tokens, they sell value. Palantir is helping customers by delivering value but maximizing efficiency through model selection and limiting spend. The ROI therefore is much more tangible and dare I say predictable. The incentive structure long term I believe ends up in the hands of those who can provide value and not just a blackbox models whose focus is to pad the bottom line at their respective model company. This move by OpenAI and Anthropic to create custom tailored solutions that feed one token budgets scream, "I better pad my profitability up before the IPO"
19:45

$PLTR People should really watch the interview by Alex Karp in trying to understand what the future of enterprise AI is heading towards. The difference between value creation for each enterprise can be and has to be tailored to get the most use. The FDE model that Palantir pioneered is being used by everyone these days but the end goal for every FDE seems to be different. Companies like Palantir are trying to drive value creation for the companies they work with vs. OpenAI and Anthropic who are more about trying to lock enterprise customers down into their respective ecosystems and endlessly consume tokens. I think its becoming clear that businesses are a bit ticked off by the sheer cost of these models without the tangible returns to justify the expense. Companies like Palantir dont sell tokens, they sell value. Palantir is helping customers by delivering value but maximizing efficiency through model selection and limiting spend. The ROI therefore is much more tangible and dare I say predictable. The incentive structure long term I believe ends up in the hands of those who can provide value and not just a blackbox models whose focus is to pad the bottom line at their respective model company. This move by OpenAI and Anthropic to create custom tailored solutions that feed one token budgets scream, "I better pad my profitability up before the IPO"

Kris Patel 🇺🇸

75,390 просмотров • 1 месяц назад

This is exactly what I have been saying about $PLTR every time the media asks. The critics are still anchored to near-term multiples while Palantir’s model scales with global AI CapEx which will be counted in the trillions over the next decade. If this buildout continues (and it will) then Palantir becomes an index on the productivity gains of the entire AI revolution.
0:54

This is exactly what I have been saying about $PLTR every time the media asks. The critics are still anchored to near-term multiples while Palantir’s model scales with global AI CapEx which will be counted in the trillions over the next decade. If this buildout continues (and it will) then Palantir becomes an index on the productivity gains of the entire AI revolution.

Shay Boloor

74,184 просмотров • 9 месяцев назад