PLTR 与 Chipotle 的新合作表明其 AI 平台落地成功，并支撑净留存率的积极趋势。
逐段跳播
有一家公司实际上正在为客户部署 AI 安全平台，并真正把事情做成。Palunteer 与 Chapatle 合作。Chapatle 现在正与 Pounder 合作，打造一个平台，在整个业务范围内追踪食品安全、虫害事件、员工疾病等信息。
There is one company that's actually implementing AI safety platforms for their customers and making things happen. Palunteer partners with Chapatle. Chapatle is now working with Pounder to create a platform that tracks food safety, pest incidents, employee illnesses, and more across the business.
而我只是，我再一次说，这家公司每天都想办法搞出新东西，无论是 AIG 还是现在的 Department of War，Chapatle，他们能创建一个平台，他们的软件可以整合到一切之中，这个想法。
And I just I once again this company every day finds a way to get a new whether it's AIG or the Department of War now Chapatle like the idea that they can create a platform and their software can be integrated across everything.
但很酷的是，他们没有选择 Salesforce 或 Datadog。他们选择 Pounder 是有原因的。我不知道这份合同有多大，但 Pounder 只有一千个客户。他们今天又新增了一个。
而要让他们的 NDR，也就是净留存率继续上升，就意味着他们必须从每个客户那里拿到相当可观的收入。这很酷，对吧？因为这很可能是一段长期合作关系，Chipotle 会投入一大笔钱，去解决他们过去十年来在食品安全方面实际遭遇的一些问题。
But the cool thing is they're not picking Salesforce or, you know, data dog. Like they're they're going with Pounder for a reason. And like I don't know how much this contract is, but Pounder only has a thousand customers.
They just added another one today. And for their NDR, net retention to continue to go up, it means they have to get a decent chunk of cash from each of these customers. And it's just cool, right?
Because this is likely going to be a long-term partnership where where Chipotle puts up some serious money to fix some actual problems that they have been victim to over the past decade when it comes to food safety.
这个频道对 $PLTR 的历次判断
Jose Najarro Stocks 在这只股票上共 2 条判断，这里只列相邻的几条。