Planet Labs 将 AI 用于更高价值的服务与市场扩张，从而形成竞争优势。
逐段跳播
Planet Labs 的管理团队表示，人工智能使公司能够转向价值更高的服务，同时让其卫星影像更具独特性。这在我看来是合理的，因为他们拥有一个自己独有影像的数据库，如果他们能够对这些影像进行评估并将这项服务提供给客户，就能让他们以更高的利润率创造收入，并获得更大的竞争优势。
The management team at Planet Labs stated that artificial intelligence allows the company to move into higher-value services while adding more distinction to their satellite imagery.
This makes sense to me because they have a repository of their own exclusive images, and if they can evaluate those images and offer this service to customers, it will allow them to generate revenue with a higher profit margin and a greater competitive advantage.
让我们在本视频中看看这一点，以及它对 Planet Labs 投资者可能意味着什么。因此，管理层不仅认为这一领域价值更高——我同意这一点——而且认为它的增长速度也更快。
Let's take a look at this and what it could mean for Planet Labs investors in this video. Therefore, management not only believes that this sector is of higher value, which I agree with, but that it is also growing faster.
你可以自己评估这些影像，而且你很可能无论如何都会这么做，但你会从服务提供商提供的附加服务中受益，尤其是如果该提供商能够在影像评估方面建立起专业能力，而这正是 Planet Labs 可以随着时间逐步发展起来的东西。
You can evaluate those images yourself, and you probably will anyway, but you will benefit from the additional services offered by the service provider, especially if that provider is able to build expertise in image evaluation, which is something Planet Labs can develop over time.
这是他们可以尽早建立、并随着时间推移通过学习和获取客户反馈来不断扩展的竞争优势——了解什么是有价值的、客户更愿意为什么付费、他们希望得到解答的问题，并在这些领域发展自己的专业能力。
This is a competitive advantage they can develop early and expand over time by learning and getting customer feedback, knowing what is valuable, what customers prefer to pay for, the questions they want answered, and developing their expertise in those areas.
Planet Labs 表示，其市场份额不足当前地球观测市场总额的 5%，其中不包括卫星服务。他们认为自己已准备好迅速扩大市场份额，并且认为人工智能扩大了这些能力的潜在市场机会，因为它使缺乏地理空间专业知识的用户能够在日常运营中利用这一关键数据，并拓展应用和行业。
Planet Labs says its market share is less than 5% of the current total Earth observation market, excluding satellite services. They believe they are ready to rapidly expand their market share, and they believe that artificial intelligence expands the potential market opportunity for these capabilities by enabling users who lack geospatial expertise to leverage this vital data in their daily operations and expand applications and sectors.
因此，人工智能的作用是降低理解这些数据的门槛。如果人工智能能够追踪并识别这些影像随着时间发生的变化，它就能减少评估这些影像所需的时间。
So, artificial intelligence works to lower the barriers to entry for understanding this data. It reduces the time needed to evaluate these images if artificial intelligence is able to track and identify changes in these images over time.
这正是监测并需要这些数据的投资者和机构所寻找的东西，而且它很可能会随时间追踪变化。
This is what investors and institutions that monitor and need this data are looking for, and it is likely to track changes over time.
他们也会关注当下正在发生的情况，但随时间发生的变化至关重要，并为人工智能提供了评估影像最重要的方式之一。所以，你可能会想到一些用例，比如一家石油公司想要监测某个特定区域，以判断那里是否值得勘探潜在的石油储量，对吧？
这是一个用例。或者你可以想到一些政府，它们想要评估某个特定区域，看看是否有任何动向，对吧？以判断该区域的动向是否增加、人员是否增加，或某个特定区域是否出现军事资产的集结。也许过去一周在某个特定区域建起了几栋此前一周还不存在的建筑。
诸如此类的事情，人工智能可以帮助梳理所有这些产生的卫星影像，帮助你评估更大的区域，而不必逐一查看所有这些影像。你可以让人工智能对一组特定的影像进行评估、识别、比较并加以标注以供进一步审查，而不必评估所提供的全部影像数据集。
They also look at what is happening in the present moment, but changes over time are of paramount importance, and provide artificial intelligence with one of the most important ways to evaluate images.
So, you might think of some use cases, such as an oil company wanting to monitor a particular area to determine if it is worth exploring for potential oil reserves, right? That's one use case.
Or you could think of governments that would like to assess a particular area to see if there are any movements, right? To determine whether there has been an increase in movements in that area, an increase in personnel, or a buildup of military assets in a particular area.
Perhaps a few buildings were constructed in a particular area during the past week that were not there the week before. Things like this, where artificial intelligence can help comb through all these satellite images that are produced, helping you assess larger areas instead of having to review all these images individually.
You can have artificial intelligence evaluate, identify, compare, and highlight a specific set of images for further examination instead of evaluating the entire dataset of images provided.
Planet Labs 正寻求在这一能力的基础上进一步发展。因此，他们在 7 月成功发射了下一代“Pelecan”卫星的技术演示。这推动他们在提供分辨率最高达 30 厘米的影像的道路上向前迈进。
Planet Labs is seeking to build on this capability. So, in July they successfully launched a technical demonstration of the next generation of "Pelecan" satellites. This pushes them forward on their path towards providing images with a resolution of up to 30 cm.
他们还在扩充其卫星群以支持合作伙伴 Carbon Mapper，并将其监测甲烷和二氧化碳的能力翻倍，从而使更多访客能够进入相关站点。
They are also expanding their fleet to support their partner, Carbon Mapper, and doubling their capacity to monitor methane and carbon dioxide, enabling higher visitor rates to sites.
他们在德国的新制造工厂预计将使其产能翻倍，他们预计该工厂的产出将在今年年底前开始。德国和欧洲各国政府已经对这座新工厂表现出相当大的兴趣。
Their new manufacturing facility in Germany is expected to double their production capacity, and they anticipate that production from this facility will begin by the end of this year.
There is already considerable interest from German and European governments in this new facility.
他们的人工智能应用已进入公开测试阶段，这一开创性工具的重点是让其庞大的全球数据档案可以通过自然语言进行查询，当然，他们拥有 10 年的私有数据。
Their AI application has advanced to the open beta stage, and this pioneering tool focuses on making their massive global data archive queryable through natural language, and of course, they have 10 years of private data.
因此，所有这些都有助于增强 Planet Labs 向其客户（包括机构和政府机构）所提供的竞争优势或客户价值。
Therefore, all of this works to enhance the competitive advantage or customer value that Planet Labs offers to its clients, which include institutions and government agencies.
目前，政府机构构成了其客户的大多数，但如果公司继续扩大这一竞争优势和客户价值，它就能从政府之外拓展到企业部门，而这是一个大得多的机会。
Currently, government institutions make up the majority of its customers, but if the company continues to expand this competitive advantage and customer value, it can expand beyond governments to reach the corporate sector, which is a much bigger opportunity.
这个频道对 $PL 的历次判断
Parkev Tatevosian, CFA 在这只股票上共 4 条判断，这里只列相邻的几条。