Palantir Co-Founder Joe Lonsdale Concurs On AI Not Driving Immediate Growth: 'We've Failed So Far Because It's Not Impacting The Entire Economy Right Away'
Palantir Co-Founder Joe Lonsdale Concurs On AI Not Driving Immediate Growth: 'We've Failed So Far Because It's Not Impacting The Entire Economy Right Away'
In response to a question about the potential of AI, Lonsdale agreed that immediate growth gains may not be apparent. However, he believes a significant portion of the U.S. services industry could be made more productive with AI. Joe Lonsdale, co-founder of Palantir Technologies Inc. (NYSE:PLTR) and founding partner of 8VC, on Thursday, shared his thoughts on current market trends, the influence of AI on businesses, and the future of big tech.
Palantir Technologies Inc. (NYSE:PLTR) 的联合创始人、8VC 的创始合伙人乔·朗斯戴尔 (Joe Lonsdale) 在周四分享了他对当前市场趋势、人工智能对企业的影响以及大型科技的未来的看法。
What Happened: While appearing on CNBC's Squawk Box, Lonsdale spoke about the success of Palantir in the face of market volatility, attributing it to the effective implementation of AI.
发表于 CNBC 的 Squawk Box 节目上，朗斯戴尔谈到了在市场波动中 Palantir 取得的成功，归因于人工智能的有效实施。
He also addressed whether this success was exclusive to Palantir or indicative of a wider industry trend.
他还回答了一个关于这种成功是否仅限于 Palantir 还是代表了一种更广泛的行业趋势的问题。
In response to a question about the potential of AI, Lonsdale agreed that immediate growth gains may not be apparent. However, he believes a significant portion of the U.S. services industry could be made more productive with AI.
在回答有关人工智能潜力的问题时，朗斯戴尔表示，即使增长的收益不明显，他认为美国服务业的很大一部分可能会因人工智能而更具生产力。
"If you talk to people like Sam Altman and OpenAI and others ... we've failed so far because this is not impacting the entire economy right away," Lonsdale stated.
朗斯戴尔说：“如果你和 Sam Altman、OpenAI 等人交谈，我们到目前为止失败了，因为这并没有立即影响整个经济。”
He added, "That said, the services industry in the U.S. is about $4.5 trillion in wages, probably about a third of that can be addressed and be made more productive with AI."
他补充道：“话虽如此，美国的服务行业就工资而言约为 4.5 万亿美元，其中大约三分之一可以通过人工智能得到解决并提高生产力。”
He projected that by 2027 or 2028, this productivity increase would be reflected in the statistics.
他预测到到 2027 年或 2028 年，这种生产力的提高将反映在统计数据中。
When questioned about Apple Inc. (NASDAQ:AAPL), Lonsdale expressed skepticism about the immediate impact of AI on the company's business.
在谈到苹果公司 (NASDAQ:AAPL) 时，朗斯戴尔对人工智能对该公司业务的直接影响表示怀疑。
He suggested that Apple might face challenges due to the diminishing relative quality of their new phones compared to older models.
他认为苹果可能会面临挑战，因为他们的新手机相对于旧型号质量正在逐渐降低。
Why It Matters: Lonsdale's comments come in the wake of Palantir's second-quarter earnings report, which showed a 27% year-over-year increase in total revenue, driven by a 55% increase in U.S. commercial revenue.
朗斯戴尔的言论出现在 Palantir 二季度财报之后，该财报显示总收入同比增长 27%，由美国商业收入同比增长 55% 推动。
On Thursday, Palantir and Microsoft Corporation (NASDAQ:MSFT) also announced their extended partnership. The aim is to deliver AI and analytics capabilities to the U.S. Defense and Intelligence Community.
周四，Palantir 和微软公司 (NASDAQ:MSFT) 还宣布了他们的扩展合作伙伴关系。目的是将 AI 和分析能力提供给美国国防和情报社区。
Palantir's product suite, which includes Foundry, Gotham, Apollo, and AIP, is set to be integrated into Microsoft Azure Government, as well as the Azure Government Secret and Top Secret clouds.
Palantir 的产品套件，包括 Foundry、Gotham、Apollo 和 AIP，将被集成到 Microsoft Azure Government、Azure Government Secret 和 Top Secret 云中。
Additionally, Palantir will be among the first to adopt Azure's OpenAI Service within Microsoft's Secret and Top Secret environments.
此外，Palantir 将是第一个在 Microsoft Secret 和 Top Secret 环境中采用 Azure OpenAI 服务的公司之一。
Price Action: Palantir closed Thursday's regular session at $29.28, up significantly by 11.25%. At the time of writing, the company's shares had risen further by 1.40% to $29.69., according to data from Benzinga Pro.
股价行情：Palantir 的收盘价为 29.28 美元，较上涨了 11.25%。截至撰写时，该公司的股价进一步上涨了 1.40%，达到 29.69 美元，数据来源为 Benzinga Pro。
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- Palantir Reports 83% Surge In Commercial Customers In US Thanks To Boot Camps, Plans To Continue Leveraging The Program To Attract New Customers
- Palantir报告商业客户在美国增长83％，归功于军营训练营计划，并计划继续利用该计划吸引新客户。
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
免责声明：本内容部分使用人工智能工具生成，并经Benzinga编辑审核发布。
