联合创始人乔•朗斯代尔认为人工智能不能马上带来增长：我们迄今为止失败了，因为它不会立刻影响整个经济。
JoeLonsdale,co-founderofPalantirTechnologiesInc.(NYSE:PLTR)andfoundingpartnerof8VC,onThursday,sharedhisthoughtsoncurrentmarkettrends,theinfluenceofAIonbusinesses,andthefutureofbigtech.
WhatHappened:WhileappearingonCNBC'sSquawkBox,LonsdalespokeaboutthesuccessofPalantirinthefaceofmarketvolatility,attributingittotheeffectiveimplementationofAI.
HealsoaddressedwhetherthissuccesswasexclusivetoPalantirorindicativeofawiderindustrytrend.
InresponsetoaquestionaboutthepotentialofAI,Lonsdaleagreedthatimmediategrowthgainsmaynotbeapparent.However,hebelievesasignificantportionoftheU.S.servicesindustrycouldbemademoreproductivewithAI.
"IfyoutalktopeoplelikeSamAltmanandOpenAIandothers...we'vefailedsofarbecausethisisnotimpactingtheentireeconomyrightaway,"Lonsdalestated.
Headded,"Thatsaid,theservicesindustryintheU.S.isabout$4.5trillioninwages,probablyaboutathirdofthatcanbeaddressedandbemademoreproductivewithAI."
Heprojectedthatby2027or2028,thisproductivityincreasewouldbereflectedinthestatistics.
WhenquestionedaboutAppleInc.(NASDAQ:AAPL),LonsdaleexpressedskepticismabouttheimmediateimpactofAIonthecompany'sbusiness.
HesuggestedthatApplemightfacechallengesduetothediminishingrelativequalityoftheirnewphonescomparedtooldermodels.
WhyItMatters:Lonsdale'scommentscomeinthewakeofPalantir'ssecond-quarterearningsreport,whichshoweda27%year-over-yearincreaseintotalrevenue,drivenbya55%increaseinU.S.commercialrevenue.
OnThursday,PalantirandMicrosoftCorporation(NASDAQ:MSFT)alsoannouncedtheirextendedpartnership.TheaimistodeliverAIandanalyticscapabilitiestotheU.S.DefenseandIntelligenceCommunity.
Palantir'sproductsuite,whichincludesFoundry,Gotham,Apollo,andAIP,issettobeintegratedintoMicrosoftAzureGovernment,aswellastheAzureGovernmentSecretandTopSecretclouds.
Additionally,PalantirwillbeamongthefirsttoadoptAzure'sOpenAIServicewithinMicrosoft'sSecretandTopSecretenvironments.
PriceAction:PalantirclosedThursday'sregularsessionat$29.28,upsignificantlyby11.25%.Atthetimeofwriting,thecompany'sshareshadrisenfurtherby1.40%to$29.69.,accordingtodatafromBenzingaPro.
CheckoutmoreofBenzinga'sConsumerTechcoveragebyfollowingthislink.
PalantirReports83%SurgeInCommercialCustomersInUSThanksToBootCamps,PlansToContinueLeveragingTheProgramToAttractNewCustomers
Disclaimer:ThiscontentwaspartiallyproducedwiththehelpofAItoolsandwasreviewedandpublishedbyBenzingaeditors.
