저자: Alex · 외국인
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AI 수혜가 예상되는 세 기업을 소개: Unity Software(게임·3D 플랫폼, 주가 고점 대비 크게 하락, 매출 성장 강조), UiPath(RPA, Microsoft Copilot과 상호보완, 주가 80% 하락 후 ARR 성장), Palantir(AIP 플랫폼, 첫 분기 GAAP 흑자 전환과 영업이익 달성, 주가 최근 60% 급등). 셋 다 생성형 AI 활용으로 수혜 기대를 밝힘. 영상 중 MooMoo 증권 앱 홍보 및 제휴 링크 포함.
다듬은 글
the world is changing incredible Innovations are coming out faster than ever before every industry from entertainment to productivity and from design to defense is going to leverage generative AI so in this episode I'm going to highlight a few companies that I think will benefit big time from these new AI Innovations and why I think they could be awesome long-term Investments your time is valuable so let's get right into it if you've been watching this channel for a while you know that I tend to focus on investing in technology ecosystems these are the platforms that other businesses pay to build on top of think about the Microsoft ecosystem which includes Azure for cloud infrastructure Windows as an operating system accessing the internet through Edge and Bing and Office 365 for every aspect of knowledge work and so much more or think about nvidia's massive Suite of accelerators for data centers and Edge devices as well as their specialized acceleration libraries and the software that's built on top of them but there's a problem both Microsoft and Nvidia stock are very ritually valued and they're trading near all-time highs Microsoft has a market cap of about 2.3 trillion dollars and it's already up about 40 percent over the last six or so months and Nvidia stock trades that are priced to earnings ratio of over 170 after almost tripling in price since the end of last year I do think that both of these companies are still great long-term Investments but this has got me thinking what other platforms and ecosystems might win big because of this latest wave of AI without being too overpriced today let's start with unity software ticker symbol U gotta love that name Unity software stock is near all-time lows it's down by over 50 percent from when they went public in 2020 and down by a whopping 85 from their peak in 2021 even though their revenues have roughly tripled over that same time frame Unity software is a platform for developing interactive real-time 3D experiences once and deploy them everywhere including mobile desktop game consoles and even augmented and virtual reality in fact over 50 percent of all mobile games are made with unity as well as over 70 percent of all AR and VR experiences that's a big deal because VR and mobile are the two fastest growing gaming market segments by far each growing at around 25 percent per year that's a crazy fast growth rate for any Market but this isn't just about video games and movies Unity is also used for simulations training applications and other interactive content for a wide range of Industries like Automotive architecture product design and so on Unity also has a real-time advertising platform called Unity ads which works across mobile phones tablets PCS and even game consoles they charge anywhere from five to thirty percent of the revenue generated from these ads depending on the ads format and the device it's running on Unity ads is used by some of the world's largest game developers including EA Activision Blizzard and Ubisoft and on the flip side unity's analytics service provides detailed insights into how games are being downloaded and played which can be used to optimize A Game's performance identify areas for improvement and help plan future development and targeted marketing efforts I'm highlighting all this for you because Unity software spent a good chunk of their most recent shareholder letter going through exactly how they expect each piece of their ecosystem to benefit from generative AI for example developers will be able to use natural language tools to generate first drafts of content right inside the game engine including code animations physical effects sound design and more project Barracuda is a platform that moves rendering workloads from smartphones to Data Centers which have a lot more processing power and memory the reason Unity wants to do this is so that apps can support a larger number of users or provide more complex and detailed experiences training is where AI models run to identify patterns from large amounts of labeled data like how gpt4 was trained on mountains of human-generated text inference is where pre-trained models make predictions on new unlabeled data that they haven't seen before like when you give chat gbt a new prompt project Barracuda will include an inference engine that will help creators do things at crazy scales for example populating an entire game world with characters that have full story lines that seem alive and capable of dynamic responsive dialogue and rendering all of it on the cloud they even plan on training models algorithms and instructions for generating everything from synthetic data to simulations to full 3D worlds Unity software just reported earnings earlier this month and according to their guidance they expect their Quarter Two Revenue to increase by around 75 percent year over year and their annual revenue for 2023 to grow by about 54 and I think they could even end up beating those numbers thanks to the massive value they could unlock for con content creators with these generative AI tools and speaking of massive value MooMoo is a trading app built in Silicon Valley to help Advanced investors execute their strategies there are no commissions no account minimums and no hidden fees and they have a ton of great features to help you find great Investments at great prices for example you can follow specific institutions like Berkshire Hathaway and dark invest to see an up-to-date list of everything they hold looks like Kathy Wood bought over 50 million dollars of unity software stock over the last 60 days I can even see Arc invest numbers fund by fund no wonder MooMoo has almost 20 million Advanced investors on their platform and right now MooMoo is giving away up to 20 you just need to use my link in the description below to download the app keep your account above a thousand dollars for at least 60 days and enjoy up to 20 free stocks but this is a limited time offer so get started today alright the next company on the list is uipath take symbol p-a-th uipath is down by a whopping 80 percent from when they went public back in 2021 even though their annual recurring Revenue has grown by almost 50 percent per year over that same time frame uipath is a software company that focuses on RPA or robotics process automation uipath defines RPA as a software technology that makes it easy to build deploy and manage software robots that emulate human actions interacting with digital systems and software so let's start there one thing uipath does is make software Bots to emulate work done by humans through automation so yeah I would say uipath is pretty relevant to this whole AI discussion uipath software robots are used to manage simple but monotonous workflows like parsing emails to retrieve data and entering that data into other applications or automating different company-wide processes like hiring and onboarding new employees or invoicing customers one big concern for any automation company is Microsoft Microsoft is leveraging their partnership with openai to build chat GPT like co-pilots into their Office Products the risk here is that as Microsoft makes apps like Excel PowerPoint word and even Bing smarter over time there's less need for additional software like uipath right well not exactly because as Microsoft's products start rolling out their AI copilots uipaths automations should be able to use those co-pilots as well so these two technologies are complementary not competitors uipath also has tools to discover new tasks and processes to automate which means they can add even more value to their customers over time Forrester is a leading market research firm that specializes in technology business strategy and market trends according to the Forester wave uipath leads the RPA Market in all three categories strategy current offering and Market presence that's because RPA isn't really artificial intelligence it just uses artificial intelligence to help automate more tasks for years now uipath has leveraged AI capabilities like computer vision and natural language processing to let people create pretty Advanced automations for example using computer vision to find and push a specific button on a web page even if the layout of that web page changes all with almost no code in a data secure and compliant way that's not something Microsoft's co-pilots and chat GPT can easily do at least not yet speaking of which uipath recently held their 2023 AI Summit where they talked at length about implementing generative AI throughout their platform they have an open AI integration called ask GPT which lets people ask questions and gather insights from documents and then use those outputs as part of their workflow for example extracting the parties and contract terms from a long document and automatically putting all that information somewhere else and they have another feature called project wingman which is basically a natural language copilot but for uipath's workflow Builder that will allow people to create automatic Nations using natural language instead of having to navigate through all the menus of their interface this is what I mean when I say that RPA uses artificial intelligence instead of competing with it uipath reports earnings in a little over a week and I'm excited to hear more about how they're going to add generative AI into their products and services these guys have a huge total addressable market and are definitely worth a spot on your watch list so far we've talked about AI for media production with unity software and AI for commercial knowledge work with uipath the third company on this list is bringing generative AI to the toughest Industries in the world government Healthcare defense and so on a lot has changed with palantir since I covered the stock almost a year ago palantir stock just rocketed up by over 60 percent in the last few weeks after they showed gap profitability for the second quarter in a row and operating profits for the first time in history these are huge milestones and just like we saw with uipath Forrester ranks palantir as the leader when it comes to AI with the best mix of strategy current offerings and overall Market presence but the real star of the show here is palantir's artificial intelligence platform or AIP I feel like I can add some unique insights here because I spend eight years working with the Department of Defense and about six months of 2022 with personal access to palantir's Foundry palantir's goal is to enable data science across an entire organization even for people who are not data scientists the idea is to give everyone from salespeople and human resources to engineers and Executives a consistent real-time view of all of their data to do that palantir helps organizations build digital twins also called ontologies at a high level ontologies are just networks of things and their relationships Facebook is a network of people and organizations connected by their relationships spouse friend classmate co-worker and so on Amazon is a network of warehouses and vendors and products the US Army can be thought of as an insanely large and complex now network of personnel assets locations and objectives palantir's goal is helping Enterprises make sense of large networks of constantly updating information not only that but palantir software can have two-way connections to virtually any asset in these networks which means you can send instructions directly from their platforms like Gotham and Foundry for example reroute this truck task this military asset all while maintaining high levels of accuracy and compliance across different levels of classifications and permissions if all that sounds complicated to you that's because it is the trade-off for all of these features is that palantir's platforms have steep learning curves which can really slow down adoption especially in government sectors where end users tend to be less technical for example Department of Defense decision makers deal with uniquely high pressure high-stakes situations that require quick action based on accurate and timely information they tend not to learn new and complicated tools simply because they don't want to be slowed down don't trust the new tool or both this is where large language models really shine since they're really simple and tend to be really fast but these llms also come with big challenges since they can hallucinate even worse most llms don't provide sources or reasons for their outputs no trust means no adoption and that's where palantir's AIP really changes the game AIP adds an easy to use interface like chat gpts on top of an Enterprises complex ontology but unlike other llms AIP can connect highly sensitive and classified intelligence data across multiple networks and tactical Edge devices to create a real-time representation of an entire physical environment decision makers can choose what the llm can and can't see and do and every input and action is securely recorded for future Audits and assessments like the rest of palantir software AIP enforces and individuals permissions roles need to know based on the projects or operations they're a part of and even shows its sources by linking back to the underlying data AIP can even support multiple models which means users can use the best model for a given situation or swap out a model if one doesn't meet a specific standard it's hard to overstate just how different palantir's AIP is from something like Google bard or chat GPT and I'm excited to dive into all the differences in future episodes as large language models start facing legal and Regulatory hurdles palantir's responsible approach to AI ethics Safety and Security could make AIP one of the only large language models that huge Enterprises are actually willing to trust with their data I think if this technology goes wrong it can go quite wrong and that alone makes them worth putting on every AI Investor's watch list let me know which of these three platforms you think will benefit the most from generative AI in the near term is it Unity software suite of tools for building 3D experiences or uipath's automation engine for all kinds of knowledge work or maybe it's poundier's power but complex operating systems for government and big businesses but before you make your choice there's one more huge disruption in the AI space research
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