nitinpatil12 @nitinpatil12: "$PLTR Palantir Technologies 📈 DeepSeek..."

France

$PLTR (Palantir Technologies Inc.) Palantir Technologies 📈 DeepSeek makes it clear something that Palantir's management has been saying for months: 1. AI models are set to become commodities. 2. All the value will accrue to the application and workflow layer = helping organizations orchestrate K-LLMs to deliver output. 3. You need ontology's security to ensure the LLMs can only see what they can see (CCP, no thanks). "The real value will be in the intersection between your business logic, your business norms/laws/ethics and the LLMs." Alex Karp, Apr 23: "People have it wrong. They think all the value is in the LLMs. AI models are like hydrocarbons in the ground. They need to be processed. That hydrocarbon-like LLM is essentially worthless to your business without the processing capabilities of Ontology and Foundry. " Alex Karp, Sept 24 As DeepSeek shakes confidence in the value of AI models, tech leaders are now regurgitating what Palantir has been articulating for months. Can Palantir see the future ? $MSFT (Microsoft) $META (Meta Platforms Inc) $NVDA (NVIDIA Corporation)

Not investment advice. The author may have financial interests in the mentioned instruments.