Palantir's Peter Thiel Says It's 'Very Strange' That Most Money In AI Is Being Made By Only One Company: '...Which Silicon Valley Doesn't Even Know Much About Anymore'
Palantir's Peter Thiel Says It's 'Very Strange' That Most Money In AI Is Being Made By Only One Company: '...Which Silicon Valley Doesn't Even Know Much About Anymore'
Last week, while appearing at the Aspen Ideas Festival, Palantir Technologies (NYSE:PLTR) co-founder Peter Thiel shared his insights on artificial intelligence, Nvidia Corp. (NASDAQ:NVDA), and ChatGPT-parent OpenAI.
上週，Palantir Technologies（NYSE: PLTR）的共同創始人彼得·蒂爾（Peter Thiel）在阿斯彭理念節上分享了他對人工智能，Nvidia Corp.（NASDAQ:NVDA）和ChatGPT母公司OpenAI的見解。
What Happened: During the festival, Thiel drew parallels between the dot-com bubble of '99 and the current state of AI, stating that the peak of the bubble was also the peak of clarity, as people realized the internet was going to replace the old economy.
發生了什麼：在理念節期間，蒂爾在點對點通信技術、學術界和企業界精英的聚會上，將'99年的互聯網泡沫和現代人工智能狀態進行了相似性比較，指出泡沫流行的高峰也是清晰的高峰，因爲人們意識到互聯網將取代舊經濟。
He highlighted the difficulty of making specific investments during the dot-com bubble, using Amazon.com Inc.'s stock as an example. Thiel noted that even though Amazon's stock was considered a "no-brainer" investment, it took a decade for it to return to its '99 highs.
他利用亞馬遜公司的股票作爲例子，強調了在互聯網泡沫時期進行具體投資的困難。蒂爾指出，即使亞馬遜的股票被認爲是一個“不用動腦子”的投資，但它花費了十年時間才回到'99年的高點。
He then went on to say that currently, 80-85% of the money in AI is being made by one company, Nvidia. He described this as a "very strange" situation, as the majority of the profits are being made at the hardware layer, an area "Silicon Valley doesn't even know much about anymore."
然後他繼續說，目前，80-85％的人工智能資金來自一個公司，即英偉達。他將這描述爲一種“非常奇怪的”情況，因爲大部分利潤都來自硬件層，這是“硅谷如今幾乎不了解的領域”。
$PLTR co-founder Peter Thiel on AI, LLMs, $NVDA, OpenAI and how it compares to the dot-com bubble
— Jawwwn (@ja) June 28, 2024
"... '99 was both. The peak of the bubble was also in a sense the peak of clarity. People realized the new economy was going to replace the old economy. The internet was going... pic.twitter.com/m2aG6A3DPh
$ PLTR共同創始人Peter Thiel談人工智能，LLMs，$ NVDA，OpenAI以及它與互聯網泡沫的比較
— Jawwwn (@ja) 2024年6月28日
“……'99兩全其美。泡沫的高峰也是其清晰的高峰。人們意識到新經濟將取代舊經濟。互聯網將……pic.twitter.com/m2aG6A3DPh
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Why It Matters: Last week it was reported that Palantir partnered with Voyager Space to strengthen Voyager's defense segment by leveraging AI to analyze and improve flight and testing data for solid fuel thrusters.
爲什麼重要：上週據報道，Palantir與Voyager Space合作，利用人工智能分析和改進固體燃料推進器的飛行和測試數據，以加強Voyager的國防板塊。
Meanwhile, Nvidia briefly became the most valuable company on the planet when it reached a market capitalization of $3.46 trillion in June. At the time of writing, the chip giant was at number three on the list of the world's most valuable companies with a market capitalization of $3.038 trillion.
與此同時，2021年6月英偉達的市值達到3.46萬億美元時，它曾一度成爲地球上市值最高的公司。截至撰寫本文時，這家芯片巨頭是全球市值排名第三的公司，市值達到3.038萬億美元。
Previously, Dan Ives, an analyst at Wedbush Securities, predicted that Nvidia's market cap could soar to $4 trillion. He also described Palantir as the "purest AI name in the market in terms of use cases."
此前，Wedbush Securities的分析師丹·艾夫斯預測英偉達的市值可能飆升至4萬億美元。他還將Palantir描述爲市場上最純粹的人工智能名稱之一，以用例爲基礎。
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Photo courtesy: Wikimedia
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譯文內容由第三人軟體翻譯。