What are the possible synergies of different companies using AIP/FOUNDRY when two or more work together? What is the effect that AIP/Foundry has on the stock prices of companies using it?
Nevertheless, plenty of companies have used Palantir software over last ten years to establish a track record of effect on earnings. When operational earnings increase, so follows net margins. That should be reflected in stock prices. If my thesis is correct, shareholders of any complex company will start to ask why a company ISN’T using Palantir to move them forward at an accelerated CAGR.
What are the possible synergies of different companies using AIP/FOUNDRY when two or more work together? What is the effect that AIP/Foundry has on the stock prices of companies using it?
Foundry is about creating the ontology and building on top of it.
AIP is about leveraging Gen AI to unlock value through Foundry while governing LLMs.
In other words, AIP makes Foundry even more powerful and faster in solving use cases for clients.
Hard to generalize the effect on stock of companies using it so far, it's too early. The most clear example is Airbus vs Boeing.
Hope this helps!
Nevertheless, plenty of companies have used Palantir software over last ten years to establish a track record of effect on earnings. When operational earnings increase, so follows net margins. That should be reflected in stock prices. If my thesis is correct, shareholders of any complex company will start to ask why a company ISN’T using Palantir to move them forward at an accelerated CAGR.
Yes I agree with the intuition but it’s hard to say that margin increase is due to Palantir unless you know Palantir is very heavily deployed.
That would require a search of a company’s public and private remarks - not an impossible task with proprietary A.I. software.