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Palantir: Meme or Maestro? A Conversation with Dan Ives

RiskReversal Pod

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Navigating AI's Landscape and Palantir's Challenges

This chapter explores the current applications of AI in coding and customer service, while addressing the monetization challenges faced by companies like Palantir. It discusses revenue generation dynamics, the role of key players like Microsoft and Oracle, and skepticism among institutional investors regarding Palantir's stock. The chapter also reflects on insights from a recent book about AI's future and the importance of underlying technology beyond stock performance.

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