$Palantir Technologies Inc.(PLTR)$
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
"All the value in the market is going to ontology and chips. The ontology allows you take the LLM, refine it and impose it to the logics of your enterprise."
Alex Karp, Jun 24
" AI models are converging, all while pricing for inference is dropping like a rock. This only strengthens our conviction that the value is in the application and workflow layer, which is where we excel."
ssankar Nov 24
"We're witnessing the commoditization of cognition with the rapid advancement of AI models."
Ryan Taylor, Nov 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? 🔮
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