I couldn't be more excited to be here with Alex and be a partner of Palantir. For AI, intelligent people learn from their mistakes and learn to realize when they've made a mistake. In the pattern, everyone else becomes an analyst or an advisor. So you

know, people have been saying we're overvalued for the last 20 years. People have been saying our products would make us profitable, that that we would not be able to become a juggernaut, that we would not become Gap profitable, we would not get on the S&P. And you know,

keep saying that about us. We love it. It discourages people from doing anything like what we're doing, and we are winning now. Why are we winning in US commercial? Because we learned in the government that what makes AI valuable is the ability to manage algorithms or large

language models. Every every financial analyst wakes up in the morning and after, with notable exceptions that we really, really, wake up in, wakes up in the morning and after after they stay at Motel 6, they have a huge opinion about how to manage large language

models. It's completely theoretical and idiotic. If you want to manage large language models or AI, the infrastructure that allows you to manage them is where the actual value is. The actual large language model is essentially a commodity that you can value and use depending on cost and veracity, and they

completely don't get it. But you know who does get it? Our commercial American customers. And despite the fact that we barely have, have a sales team and that I'm providing my pontifications of truth, including 'America is a great country,' which many of them don't like, our allies

deserve protection Israel is in the right whatever is pissing them off they're still buying the product and the reason they're buying it is because our analogy and our AIP allow you to deploy and use AI in a way where it changes your margins it changes your go-to-market

it changes your ability to kill or take out adversaries in a much safer way with much lower costs and American companies are dynamic and interesting and run by some of the best people in the world some of whom are much better at partying cooler than you'd ever imagine on TV uh

and and they adopt and so you know it's like do you want to believe what the librarian says about a book or do you want to go out in the world and see if it works and we are in the business of making our commercial customers work and

sure yeah we have a ton of player haters keep hating on us for

팔란티어와 L3 해리스의 전략적 파트너십: 알렉스 카프와 크리스토퍼 큐바식의 CNBC 인터뷰 요약 #팔란티어뉴스

팔란티어뉴스 

비판에도 불구하고 팔란티르의 성공

발표자가 Alex 및 Palantir와의 파트너십에 대한 흥분을 표현합니다.

팔란티어는 수년 동안 고평가되었다는 비판과 수익성 및 시장 지위에 대한 의구심에 직면해 왔습니다.

팔란티어가 미국 상업용 시장에서 성공할 수 있었던 것은 AI 관리에 대한 이해가 있었기 때문입니다.

재무 분석가의 대규모 언어 모델 관리에 대한 이해는 이론적이고 결함이 있는 것으로 간주됩니다.

연사는 AI를 관리하기 위한 인프라를 진정한 가치로 강조하며, 대규모 언어 모델 자체는 상품이라고 말합니다.

비판에도 불구하고 상용 고객 채택

제한된 판매 노력과 논란의 여지가 있는 의견에도 불구하고 팔란티르의 상업 고객들은 계속해서 제품을 구매하고 있습니다.

고객들이 팔란티어를 채택하는 이유는 수익 개선, 시장 진출 전략, 비용 절감에 도움이 되는 팔란티어 AI의 능력 때문입니다.

미국 기업들은 역동적이며 효과적인 솔루션을 쉽게 채택하는 재능 있는 인재들이 운영하는 것으로 묘사됩니다.

상업 고객들은 이론적인 의견보다 실질적인 결과를 우선시합니다.