Amit, there is no channel on youtube that I enjoy listening to more than yours. If I could only pick one stock it would be PLTR and if it is only one channel on youtube it is yours 😀
DataBricks Ceo said snowflakes just dont have it. Not sold on their LLMs. We need to see some QTRs play out before even mentioning them in the AI world.....ONTOLOGY is the key word for Palantir
The current goal in the LLM world is AGI. Other than throwing your hat into ring to try and get there, I don’t see the benefits of building one more enterprise LLM. Just use prompt engineering instead….
Hi, thanks for the video! Would it be possible to get more details on Palantir’s bootcamps being a MOAT? What would prevent another company from replicating their sales model/speed to value? Thanks!
It sounds like the moat is that other companies can’t show the value their software provides on the spot. It seems Palantir offers the most value to enterprises
@@charlesweaver9297 I am bullish on PLTR, but I'm having a hard time seeing how the bootcamps can be a MOAT in the long run. If I was a competitor, I'd look into having someone go through the bootcamp and copy the ingredients of the winning formula for me to deploy that formula in the short term. Any thoughts? Maybe I'm missing something. ...Maybe bootcamps are only a phase of the plan. Once multiple major companies have signed with Palantir, the inertia would be too big to switch AI service providers. Maybe we're in a race for client acquisition, and then customer success would be responsible for increase revenue. Thinking out loud.
@@user-ge5et2lw1f you guys don’t understand ontology, because if you did, you would not ask these kind of questions or say a company could just copy their Bootcamp. And if you don’t understand, I don’t know why you are investing in pltr. Amit others have put out many videos so you can understand ontology. Once you understand it, then you will understand what the real moat is.
@@user-ge5et2lw1f Bootcamps are just to show people how good the product is. Unless the other companies have a product just as good, which it seems they don’t their boot camps won’t matter
Palantir > Snowflake > C3ai. Palantir makes a profit with a long runway, Snowflake has a long runway, but no profit & C3ai runway isn’t clear and profit is less clear.
Don't think so, I heard Palantir eats LLMs for breakfast
Amit, there is no channel on youtube that I enjoy listening to more than yours. If I could only pick one stock it would be PLTR and if it is only one channel on youtube it is yours 😀
APPRECIATE YOU SIR MEANS SO MUCH❤️❤️
Exactly. There are many LLMs and will be open sourced. PLTR is an operating system
DataBricks Ceo said snowflakes just dont have it. Not sold on their LLMs. We need to see some QTRs play out before even mentioning them in the AI world.....ONTOLOGY is the key word for Palantir
The current goal in the LLM world is AGI. Other than throwing your hat into ring to try and get there, I don’t see the benefits of building one more enterprise LLM. Just use prompt engineering instead….
@ palantir you can use whatever LLM you like, including METAs Lama
How can you guys debate about this and not have their #1 fan Kris on the debate?
Wish i had a better answer, but time will tell
Don’t forget that snowflake is a data warehouse platform .
Hi, thanks for the video! Would it be possible to get more details on Palantir’s bootcamps being a MOAT? What would prevent another company from replicating their sales model/speed to value? Thanks!
It sounds like the moat is that other companies can’t show the value their software provides on the spot. It seems Palantir offers the most value to enterprises
@@charlesweaver9297 I am bullish on PLTR, but I'm having a hard time seeing how the bootcamps can be a MOAT in the long run. If I was a competitor, I'd look into having someone go through the bootcamp and copy the ingredients of the winning formula for me to deploy that formula in the short term. Any thoughts? Maybe I'm missing something. ...Maybe bootcamps are only a phase of the plan. Once multiple major companies have signed with Palantir, the inertia would be too big to switch AI service providers. Maybe we're in a race for client acquisition, and then customer success would be responsible for increase revenue. Thinking out loud.
@@user-ge5et2lw1f you guys don’t understand ontology, because if you did, you would not ask these kind of questions or say a company could just copy their Bootcamp. And if you don’t understand, I don’t know why you are investing in pltr. Amit others have put out many videos so you can understand ontology. Once you understand it, then you will understand what the real moat is.
You can’t do a good boot camp with an inferior product. They are suggesting their product is useful and they can prove how good it is in a boot camp.
@@user-ge5et2lw1f Bootcamps are just to show people how good the product is. Unless the other companies have a product just as good, which it seems they don’t their boot camps won’t matter
Palantir > Snowflake > C3ai. Palantir makes a profit with a long runway, Snowflake has a long runway, but no profit & C3ai runway isn’t clear and profit is less clear.
I completely agree
No threat
🎉❤
lol good one vince its true
Yo
Nope it is not 😊
Hey gang 😊
LFG!! PALANTIR
Amit wife and i were laughing yesterday with the post on X with my comment THANKYOU for making me Famous! 👏🫡🥇💪