《Tom Lee and Dan Ives Explain Everything | TCAF 260》
PLTR因自由现金流被低估及企业销售周期改善，未来3-4年有显著上行空间（4-5倍），估值合理。
我会掌控自己的数据。我不会允许模型访问它，这就是为什么 Nvidia、Palantir 以及许多其他公司都在谈论主权人工智能。
I will control my data. I will not allow models to access it, and that is why companies like Nvidia, Palantir, and many others are talking about sovereign artificial intelligence.
但那种认为它会消灭 ServiceNow、Salesforce 或 Palantir，并且 Anthropic 会取代它们的想法，就像一出糟糕的喜剧。
but the idea that it's going to wipe out ServiceNow, Salesforce, or Palantir, and that Anthropic is going to take their place, was like a bad comedy.