Palantir CTO Shyam Sankar Challenges Automation's Potential As Selling Pressure Mounts: 'What Have We Been Doing For 20 Years?'
Palantir CTO Shyam Sankar Challenges Automation's Potential As Selling Pressure Mounts: 'What Have We Been Doing For 20 Years?'
The comments come asPalantir Technologies Inc. (NYSE:PLTR) Chief Technology Officer Shyam Sankar highlighted the limitations of automation in enterprise artificial intelligence, as the data analytics firm faces renewed scrutiny over its soaring valuation and recent institutional selling.
Palantir Technologies Inc. (紐交所:PLTR) 首席技術官 Shyam Sankar 強調了企業人工智能中自動化的侷限性，該數據分析公司面臨着對其飆升估值和近期機構拋售的重新審視。
What Happened: "If all of the value is in automation, what have we been doing for the last 20 years with self-driving cars? We've been handling edge cases," Sankar stated, emphasizing that automation's effectiveness is constrained by exceptional scenarios that require human oversight.
發生了什麼："如果所有的價值都在自動化中，那麼我們過去20年在無人駕駛汽車上都在做什麼？我們一直在處理邊緣案例，" Sankar 表示，強調自動化的有效性受到需要人類監督的特殊情況的限制。
"[With LLMs], the value is in automation, and in enterprise autonomy. Maybe you can be 50% more productive with a copilot, but [unlocking] all of the economic value requires thinking about AI as a type of labor."
— Palantir (@PalantirTech) January 8, 2025
Watch Palantir CTO @ssankar explain why the most powerful... pic.twitter.com/57bShrdI6v
"[對於大型語言模型]，價值在於自動化和企業自主性。也許你可以在有一個副駕駛的情況下提高50%的生產力，但[釋放]所有的經濟價值需要將人工智能視爲一種勞動。"
— Palantir (@PalantirTech) 2025年1月8日
觀看 Palantir 首席技術官 @ssankar 解釋爲什麼最強大的... pic.twitter.com/57bShrdI6v
The comments come as Cathie Wood's ARK Invest sold 196,728 PLTR shares worth approximately $15 million across its flagship funds, including ARK Innovation ETF (NYSE:ARKK) and ARK Next Generation Internet ETF (NYSE:ARKW).
這些評論出現在 Cathie Wood 的 ARK 投資出售了價值約1500萬的 196,728 股 PLTR，涉及其主打的所有基金類型，包括 ARK Innovation ETF (紐交所:ARKK) 和 ARK Next Generation Internet ETF (紐交所:ARKW)。
The sale follows Morgan Stanley's recent "underweight" rating and $60 price target, despite the stock's remarkable 355% surge over the past year.
該出售緊隨摩根士丹利最近"減持"的評級和60美元的價格目標，儘管該股票在過去一年股價飆升了355%。
Why It Matters: The institutional selling presents a stark contrast to CNBC host Jim Cramer's bullish stance, who recently indicated interest in adding PLTR to his portfolio. The stock has attracted increased attention amid reports that Sankar is being considered for a top Pentagon research position.
重要性：機構銷售與 CNBC 主持人 Jim Cramer 的看好立場形成鮮明對比，他最近表示有興趣將 PLTR 添加到他的投資組合中。在 Sankar 被考慮擔任五角大樓頂級研究職位的報道中，該股票吸引了更多關注。
Wedbush Securities Managing Director Dan Ives identifies Palantir as a leader in enterprise AI transformation, though government revenue growth slowed to 10% in 2023 from over 20% in 2022.
Wedbush Securities董事丹·艾夫斯認爲Palantir是企業人工智能轉型的領導者，儘管政府營業收入增長從2022年的20%以上放緩至2023年的10%。
Trading at a reported 80% premium compared to high-growth software peers, PLTR closed at $68.23 on Wednesday, with analyst price targets ranging widely from UBS's $80 to Wolfe Research's $7.50, reflecting the market's divided outlook on the company's valuation.
與高增長軟體同行相比，PLTR以報告的80%的溢價交易，週三收盤價爲68.23美元，分析師的目標價範圍廣泛，從UBS的80美元到Wolfe Research的7.50美元，反映出市場對公司估值的分歧看法。
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免責聲明：本內容部分使用人工智能工具生成，並經Benzinga編輯審核發佈。
譯文內容由第三人軟體翻譯。
