Palantir's Peter Thiel Says It's 'Very Strange' That Most Money In AI Is Being Made By Only One Company: '...Which Silicon Valley Doesn't Even Know Much About Anymore'
Palantir's Peter Thiel Says It's 'Very Strange' That Most Money In AI Is Being Made By Only One Company: '...Which Silicon Valley Doesn't Even Know Much About Anymore'
Last week, while appearing at the Aspen Ideas Festival, Palantir Technologies (NYSE:PLTR) co-founder Peter Thiel shared his insights on artificial intelligence, Nvidia Corp. (NASDAQ:NVDA), and ChatGPT-parent OpenAI.
上周，在阿斯彭创意节上，方正证券（NYSE: PLTR）的联合创始人彼得·蒂尔分享了他对人工智能、英伟达股份有限公司（NASDAQ: NVDA）和ChatGPT母公司OpenAI的见解。
What Happened: During the festival, Thiel drew parallels between the dot-com bubble of '99 and the current state of AI, stating that the peak of the bubble was also the peak of clarity, as people realized the internet was going to replace the old economy.
发生了什么：在节日期间，蒂尔将'99年的网络泡沫和当前人工智能的状态进行了类比，指出泡沫的高峰也是清晰度的高峰，当时人们意识到互联网将取代旧经济体系。
He highlighted the difficulty of making specific investments during the dot-com bubble, using Amazon.com Inc.'s stock as an example. Thiel noted that even though Amazon's stock was considered a "no-brainer" investment, it took a decade for it to return to its '99 highs.
他强调了在网络泡沫期间进行特定投资的困难，以亚马逊股票为例。蒂尔指出，即使亚马逊的股票是一个被认为是“不需要大脑”投资的例子，它也需要十年时间才重返'99年的高点。
He then went on to say that currently, 80-85% of the money in AI is being made by one company, Nvidia. He described this as a "very strange" situation, as the majority of the profits are being made at the hardware layer, an area "Silicon Valley doesn't even know much about anymore."
然后他继续说，目前人工智能领域的80-85%的资金都是由一家公司，英伟达公司，赚钱的。他描述这种情况是“非常奇怪”的，因为大部分利润在硬件层面上赚取，这是“硅谷现在一无所知”的领域。
$PLTR co-founder Peter Thiel on AI, LLMs, $NVDA, OpenAI and how it compares to the dot-com bubble
— Jawwwn (@ja) June 28, 2024
"... '99 was both. The peak of the bubble was also in a sense the peak of clarity. People realized the new economy was going to replace the old economy. The internet was going... pic.twitter.com/m2aG6A3DPh
方正证券的联合创始人皮特·蒂尔谈论人工智能、LLMs、英伟达股份有限公司、OpenAI以及它与网络泡沫的相关性。
— Jaááááááán (@ja) 2024年6月28日
"... 99年是两者兼备的。泡沫的巅峰也是清晰认识的巅峰。人们意识到新经济将取代旧经济。互联网正在...... pic.twitter.com/m2aG6A3DPh
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Why It Matters: Last week it was reported that Palantir partnered with Voyager Space to strengthen Voyager's defense segment by leveraging AI to analyze and improve flight and testing data for solid fuel thrusters.
为了加强航行器的防御能力，上周方正证券与航天探索者合作，利用人工智能分析和改进了推力固体燃料试验数据。
Meanwhile, Nvidia briefly became the most valuable company on the planet when it reached a market capitalization of $3.46 trillion in June. At the time of writing, the chip giant was at number three on the list of the world's most valuable companies with a market capitalization of $3.038 trillion.
与此同时，英伟达在6月份达到了3.46万亿元的市值，成为全球市值最高的公司。截至撰写本文时，这家芯片巨头位列全球最有价值公司排行榜的第三位，市场价值为3.038万亿元。
Previously, Dan Ives, an analyst at Wedbush Securities, predicted that Nvidia's market cap could soar to $4 trillion. He also described Palantir as the "purest AI name in the market in terms of use cases."
此前，Wedbush证券的分析师丹·艾夫斯预测，英伟达的市值可能飙升至4万亿元。他还将方正证券描述为“市场上最纯粹的人工智能公司之一”。
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