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@jackalopecraig
2 ай бұрын
Isn’t Palantir a good marker of enterprise AI monetization? Earnings tomorrow. Direct positioned AI (actually data management but sold as AI)
@Alex.kantrowitz
2 ай бұрын
Yes, definitely. Part of the picture, but a component is a managed service.
@yoavmor9002
2 ай бұрын
Well. There's a big stock market scare right now. AI spenditure is supposedly a big part. So I guess you called it
@yoavmor9002
2 ай бұрын
Why is it so bad to target 15 year plus projects? Because on the stock market value doubles every 7 years. So the AI asset should after 15 years be 4 times more profitable than what these companies are investing right now. That's just not gonna happen.
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