본문 바로가기

미국주식 종목분석

Palantir is doing most of this battle.

반응형

Palantir is doing most of this battle.
Most of Iran's missiles and drones were intercepted. Not only the Iron Dome, but also the US intelligence assets are said to have been of great help. And I think Palantir is at the center of it. Because it is a company with a mission to exist for the victory of the West, it is already working closely with Israel. It is famous that Palantir was a great help in the Russo-Woo War and the operation to kill Osama bin Laden.

2
In the Russo-Russian War, AI technology proved that it could change the face of the war. Ukraine's accurate strike ability was impossible without Palantir's platform. This alone could overcome the inferiority of military power. It is not just to use information advantage to lead the war slightly.
The military, which captures the movements of the enemy in real time and immediately fires ultra-precise strikes, is qualitatively different from the military, which roughly fires where the enemy may be a few hours after the command meeting.

3
It is the Russia-U war that proved that software was crucial even in war, which is the collision of hardware itself. Data and AI have proven to be more important than physical hardware. It is a technology that has already been proven on the battlefield, so it will soon produce results on the battlefield between companies. It is the foundry that made Gotham, Palantir's platform for integrating, managing, securing and analyzing near-real-time data, a public acceptance.

4
The history of the 21st century is the history of software. Software is not just a tool for controlling hardware. Although it has developed complementarily with hardware, the value of software far exceeds the value of hardware. The same is true of the PC industry, the Internet revolution, and the mobile revolution. Now, as AI technology is on track, another software revolution is starting.

5
A Software Defined Vehicle (SDV) is an automobile that controls and manages hardware with software. Although it is only one of the major trends of the AI revolution and the software revolution.
Having OTA updates and integrated ECUs is not SDV. Of course, there are only a few companies on the planet that do this properly.
The value creation of software far exceeds the value of hardware. Is there a chance that a company that doesn't even do this well will beat the company that makes SDVs? If that happens, it will remain a very unusual example in the history of the 21st century.

320x100