特斯拉多头和PLTR多头
05-01
$Palantir Technologies Inc.(PLTR)$
chat gpt5.5重回LLM榜一 。流水的LLM，永远的AIP。AI有两个趋势一个是规模化另一个是杠杆化。规模化可能会碾压阶层，杠杆化则会赢家通吃。PLTR既是规模化的受益者也会是杠杆化的受益者。当更多人看懂的时候股价就会再次冲到新的高度。
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Xin2103
05-04 23:06
Xin2103
palantir就是windows时代的微软，所有的软件要在wondows操作系统上运行。所有的大模型要通过palantir的平台整合运行输出
火火兔爸
:
这倒不一定
火火兔爸
05-04
火火兔爸
什么意思？
特斯拉多头和PLTR多头
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火火兔爸
:
一句话能概括就是：通用语料的枯竭与“数据孤岛”的壁垒。
特斯拉多头和PLTR多头
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火火兔爸
:
大模型训练基于语料库，大模型在日常使用中收集的都是个人互联网数据且准确来说没有收集个人或公司特定数据的权限。真正的企业级机密数据是不会上传互联网或非本地话语料库的。大模型拿不到本地话部署模型的语料库。这个世界真正有价值的专业纯净数据都在被大企业收集。现在还没有开始收集数据的企业或个人大概率没有Ai训练价值。
火火兔爸
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特斯拉多头和PLTR多头
:
大模型都挺能收集数据
特斯拉多头和PLTR多头
:
最需要AI的是已经有数据收集能力且数据收集能力在加强的公司，而不是普通人和小公司，这个和互联网时代的逻辑本质是不同的，因为Ai的方向是完全自动化，完全自动化的粮食是数据。谁能吸收每个行业纯度最高数据谁就是Ai应用最大的公司。
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