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팔란티어(PLTR)는 AI 열풍 속에서 기술 경쟁력은 인정되나, 마이크로소프트 Fabric·AWS Amazon Q 같은 경쟁 제품과 가격 전략 부재, 정부 매출 의존, 낮은 순달러유지율(107%)로 인해 2024년 내 위기에 처할 수 있다고 주장. 영상 말미에 팔란티어가 잠재력을 발휘하려면 스타워즈 기반 가상 데이터셋 마케팅 등이 필요하다고 제안.
다듬은 글
paler has a huge problem thanks to artificial intelligence new Innovations are coming out faster than ever before which means that paler cutting AI today could become a commodity by tomorrow so in this episode I'll show you why paler could be doomed as early as 2024 even if they technically still have the best AI platforms your time is valuable so let's get right into it let me start by saying that this isn't a video about paler somehow being bad and I'm not rooting for them to fail I actually got to use Foundry for myself and I was blown away by everything I saw it do during that time I had weekly meetings with paler staff members where we planned out a project connected my Foundry instance to a few interesting data sources built a small ontology and then put together a few pipelines and dashboards to analyze changes in my data over time and beyond that paler employees were smart patient and treated me like a real customer even though my project was obviously tiny in comparison to everything else they do as I learned more about Foundry it became obvious that I was just scratching the surface of its full capabilities so I eventually stopped worrying about my project all together and started testing every tool reading every document and asking every question I could think of before giving up my Foundry access about a year ago so the first thing I want to say is a big thank you to everyone at paler who I had the privilege of working with last year and a huge thank you to Cod strap for connecting us in the first place what an absolute Legend the next thing I'm sure you want to know is why I haven't really covered paler since I got access to Foundry after all that was the whole point of me using it long story short Foundry costs money which means that paler was technically compensating Me by giving me access I also had to sign nondisclosure agreements because my instance of Foundry and my meetings both included features that were still being worked on so that really limited what I could record not to mention that showing anything in a YouTube video would mean me technically making money with Foundry which which brought up even more issues in the end I got some pretty clear guidance on what I couldn't say show or do with my Foundry access according to the FTC and SEC regulations that guidance is what kept me quiet about paler this whole time now that it's been a full year since I gave up my Foundry access and got offboard it from paler I can talk about everything that's changed and boy has the world changed new Industries new competitors and of course a new era of AI and paler has changed a bit as well new Partnerships new platforms and new quarterly reports so let's talk about all of these changes and what they could mean for paler in 2024 first things first it's never been a more important time to understand the science behind this stock you tell me who is your daddy and what does he do if you've seen my previous paler videos you have a huge leg up over other investors because you understand what this company does and if you understand that you know who actually competes with them and they do have some serious competition which I'll talk about in a little bit if you don't know what paler does here's the 60c speedrun paler Gotham and Foundry platforms enable data science across an entire Enterprise by giving everyone from Executives and Engineers to sales teams and Human Resources a consistent real-time view of their data they do that by helping companies create digital twins which are also called ontologies at a high level ontologies are networks of things and their relationships and the bigger the Enterprise the harder it usually is to get this step right for example the US Army is a huge interconnected network of personel assets locations and objectives Amazon is a network of warehouses vendors products and customers Facebook is a network of people organizations and places that are connected by their relationships paler platforms help large Enterprises build maintain and use these ontologies to track and analyze their resources and optimize their operations as things change often in real time one big thing that separates paler platforms from their competition is their ability to maintain extremely high levels of accuracy over many different kinds of data processing while complying with many different levels of access permissions and classifications while that may not sound particularly exciting juggling accuracy speed and security is one of the toughest challenges for AI based tools today and it's especially important for the high-risk environments that paler customers offer find themselves operating in whether they're a branch of the US military a big hospital complex an International Bank or an airline both Gotham and Foundry can also connect directly to an asset and let users send commands directly from paler software like rotating a wind turbine rerouting a vehicle or even tasking a military unit that's actually an insane level of access and control to give to any third-party software which shows just how much some of the biggest governments militaries and companies on the planet trust paler platforms with their most sensitive data and speaking of sensitive data I recently found out that dozens of online data Brokers are selling my personal data if you're getting more spam phone calls texts or emails lately they might be selling yours too well after a lot of research I decided to join delete me the sponsor of this video delete me is a hands-free subscription service that will remove your personal information from hundreds of data Brokers you just sign up enter your information and let their experts get to work after 7 days you'll get a privacy report that shows who had what data and what they removed so far here's mine delete me found 69 different data Brokers with over 400 pieces of my personal identifiable information not just my name and address but my fiance and my mom too and I love that after they remove your information they'll rescan these websites regularly you even get your own privacy adviser in case you want to talk to a real person and make a custom removal request if you care about your data and your family's privacy you can get 20% off any consumer plan with my code symbol2 just go to join delet me.com symbol2 which I'll also link to below and a big thanks to delet me for supporting the channel and for keeping my family's data safe all right so the biggest Enterprises on the planet trust paler platform with their most sensitive data and last year Forester research ranked paler as the leading artificial intelligence and machine learning platform beating out Tech giants like Microsoft and Google as well as more direct competitors like datab bricks and C3 Ai and that's not even including AIP paler artificial intelligence platform which has become their most demanded product in a nutshell companies can choose a large language model like open AI gp4 or anthropics clae 2 and AIP will supercharge it by letting it access different paler functions and algorithms training it on the right parts of an ontology automatically enforcing data and user permissions with the right guard rails augmenting prompts to limit the model's hallucinations and even teaching it to take pre-approved actions based on who's using it AIP is seriously impressive especially in a world where Google is still going viral for showing off how their AI models can recognize a duck I was just talking about a Blue Duck and now you're holding one it looks like blue ducks are more common than I thought good job Gemini what's that the conversation was faked and it didn't happen in real time huh no wonder Alex carp keeps making fun of silicon Val all the time if you're sitting on your perch in Silicon Valley and you're only creating value for yourself monetizing your fellow Americans and others in the form of monetizing their data and providing no value to them except for disrupting the businesses that people work at you're going to find that your level of trust it goes really down really far quickly and you and I don't think this is something you can kind of IQ your way out of which is I think essentially one of the problems in Silicon Valley they just think that they're so smart that they can smart their way out out of this and but you know it's just so obvious look no one is debating that paler makes some of the best AI powered software Platforms in the world but being the best is not how companies dominate a market which is a big problem for paler because that seems to be their entire Market strategy during that earnings call you said we have no pricing strategy we're going to create a lot of value we're going to get hundreds of customers and we will price it as we go have you made any progress pricing strategy since that point no why why so relaxed about it because if you it's like one of these things like when you go to a bar you know everyone wants to meet you do you have a pricing strategy when you go to the bar no you're like oh I'm cool I know we have the best product on the market I know customers will pay us fairly I know that it's much more valuable than anyone will understand till they install it and we will sort out we are going to create a lot of value and we're going to get some portion of that value and customers are smart they'll pay you some portion of the value why should I just as an acatic thing if you have a software product you always want to get paid after you deliver value if you've got a PowerPoint something that doesn't work something that's not valuable you want to get paid before you create value we know it's valuable we know it's much more valuable than people understand we know we're going to continue to to augment that value and we're going to get paid along the way the thing is Superior Products almost always end up losing to inferior products with better branding and distribution better pricing lower switching costs or just plain easier to use that's because it's not the technology inside the product that matters it's the product Market fit and if you don't believe me maybe you'll believe Steve Jobs you've got to start with the customer experience and work backwards to the technology you can't start with the technology and try to figure out where you're going to try to sell it and I've made this mistake probably more than anybody else in this room and I've got the scar tissue to prove it and I know that it's the case and as we have tried to come up with a strategy and a vision for Apple um it started with what incredible benefits can we give to the customer where can we take the customer not not starting with let's sit down with the engineers and and figure out what awesome technology we have and then how are we going to mark at that I know we have the best product on the market I know customers will pay us fairly I know that it's much more valuable than anyone will understand till they install it if Alex karp wasn't so wrapped up in the technology and instead focused on the needs of the companies in the commercial markets that he wants to capture which have changed drastically over the last year he would see that paler does have some real competition from products like Microsoft fabric which can aggregate data extract organize and transform it store it in a unified data Lake right on azure administrators can manage permissions for that data and users can build dashboards to analyze it in real time companies can even build custom Solutions on top of fabric or embed different parts of fabric in their existing applications fabric isn't a concept Microsoft announced Fabric's General availability just last month or how about Amazon Q which is Amazon web services new generative AI assistant companies can connect Q to all of their organizational data including thirdparty Integrations like Salesforce Microsoft and Google Q uses that data to answer questions generate insights and take action on behalf of the user whether that means building and testing new applications answering specific questions about a customer or service or helping decision makers visualize and analyze important data and of course Q understands existing user rules and permissions and limits its functionality accordingly nobody is saying that Microsoft Fabric or Amazon Q are better than Palante your Foundry the reason that investors should worry about them anyway is because because they help paler Target customers do more without Foundry in the first place especially if they're already using other products and services from AWS or Azure oh and by the way over 50% of all commercial businesses that would consider paler Foundry already use at least one service from AWS or Azure today here's one more quick clip that I think really highlights everything wrong with paler current market strategy you talked about the competitive landscape I actually wanted to ask you about C3 AI as an example because you come up in in bidding processes with them actually we look this is a massive Market we actually don't come up with bidding processes with anyway and I'll tell you what I think about everyone so you you don't have any competition let me just let me just tell you about this competition Thing That Wall Street analysts love it's complete BS you this is an infinite Market basically try what we're doing and try what everyone else is doing and buy the thing that creates the most value on an infinite Market Bloomberg intelligence put out this research report this morning that says generative AI as a market will be 1.3 trillion in 20 32 that requires compound annual growth of about 40% a year from this point over a decade do you see that as realistic well what I see I don't know based on the markets you Opera look these experts just make stuff up but you know what we know is this is a large basically impossible to measure Market um and what we also know is everybody in the in the US is going to find ways to become more efficient and better using software and a lot of that software is going to be AI driven we also know they're going to that the market over time not in a quarter will end up picking the best products that's what we know all right I won't rehash the whole competition thing but let me ask you a few different questions whether you believe Bloomberg's estimates that the AI Market will grow by over 40% per year for the next decade or Alex karp when he says it's an infinite Market already then why did paler most recent earnings call only shows 177% Revenue growth year-over-year and how come their net dollar retention rate is just 107% net dollar retention measures how much money recurring customers spend with a company year over-year so tuners recurring customers spent just 7% more with them this year than last year if it's lower because of headwinds in Europe like their earnings report suggests then why not show the US numbers or the government versus commercial numbers like they already do everywhere else and if they really have no competition in the commercial sector then how come more than half of the revenue still comes from government customers hopefully you're starting to see the disconnect between the rhetoric and reality here I know this video is a little long but I want to be thorough since these are the things stopping paler from growing faster and I haven't really been able to talk about them since I got access to Foundry so commentary nswer is paler actually doomed in 2024 no of course not but not being doomed isn't the same thing as reaching your full potential and if there's one thing that every paler shareholder agrees on it's that this company has the potential to be massive and since I don't like complaining without offering Solutions here's something I think paler could do to realize more of that potential I would build a huge fictional data set that they can use for product demos user training and marketing I'm talking like recreating the entire Empire from Star Wars complete with chains of command lists of ship troop and Droid movements and Communications across different cities and planets Dynamic Logistics and supply routes mission objectives and priority targets for those pesky Jedi and good foro Rebels then paler can show off examples of how to set up new data sources build out the Empire's entire ontology and then interact with it through AIP and other analysis tools then I would use this giant data set to build an entire marketing campaign that shows off all of paler best tools and algorithms in detail and show how they all fit together using examples that most people in their target audience can actually understand not just developers and computer scientists after that I would start taking the most popular tools and algorithms from each platform and turning them into Standalone services that can be sold separately and build a pricing strategy around them to capture more small and medium-sized businesses it doesn't have to be every single feature but I can already think of a few that Mak sense from my time with Foundry this same data set can also be used for user training and certification and even directly comparing Foundry to other products then everyone would clearly see why Alex carp says paler doesn't have any competition because everyone would understand the science behind this stock and until that happens paler is doomed to never reach its true potential ymbol
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