Palantir Technologies Inc. (NYSE:PLTR) Chief Technology Officer Shyam Sankar highlighted the limitations of automation in enterprise artificial intelligence, as the data analytics firm faces renewed scrutiny over its soaring valuation and recent institutional selling.
What Happened: "If all of the value is in automation, what have we been doing for the last 20 years with self-driving cars? We've been handling edge cases," Sankar stated, emphasizing that automation's effectiveness is constrained by exceptional scenarios that require human oversight.
"[With LLMs], the value is in automation, and in enterprise autonomy. Maybe you can be 50% more productive with a copilot, but [unlocking] all of the economic value requires thinking about AI as a type of labor."
Watch Palantir CTO @ssankar explain why the most powerful... pic.twitter.com/57bShrdI6v
— Palantir (@PalantirTech) January 8, 2025
The comments come as Cathie Wood's ARK Invest sold 196,728 PLTR shares worth approximately $15 million across its flagship funds, including ARK Innovation ETF (NYSE:ARKK) and ARK Next Generation Internet ETF (NYSE:ARKW).
The sale follows Morgan Stanley's recent "underweight" rating and $60 price target, despite the stock's remarkable 355% surge over the past year.
Why It Matters: The institutional selling presents a stark contrast to CNBC host Jim Cramer's bullish stance, who recently indicated interest in adding PLTR to his portfolio. The stock has attracted increased attention amid reports that Sankar is being considered for a top Pentagon research position.
Wedbush Securities Managing Director Dan Ives identifies Palantir as a leader in enterprise AI transformation, though government revenue growth slowed to 10% in 2023 from over 20% in 2022.
Trading at a reported 80% premium compared to high-growth software peers, PLTR closed at $68.23 on Wednesday, with analyst price targets ranging widely from UBS's $80 to Wolfe Research's $7.50, reflecting the market's divided outlook on the company's valuation.
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Palantir Technologies Inc.（纽约证券交易所代码：PLTR）首席技术官Shyam Sankar强调了企业人工智能自动化的局限性，因为这家数据分析公司因其估值飙升和最近的机构抛售而面临新的审查。
发生了什么：“如果所有的价值都来自自动化，那么在过去的20年中，我们在自动驾驶汽车方面做了什么？我们一直在处理边缘案例。” 桑卡尔说，他强调说，自动化的有效性受到需要人工监督的特殊情况的限制。
“[对于 LLM]，价值在于自动化和企业自治。也许副驾驶可以将生产力提高50％，但是 [解锁] 所有经济价值需要将人工智能视为一种劳动力。”
观看 Palantir 首席技术官 @ssankar 解释为什么最强大... pic.twitter.com/57bshrdi6V
— Palantir (@PalantirTech) 2025 年 1 月 8 日
这些评论是在凯西·伍德的方舟投资通过其旗舰基金出售196,728股PLTR股票之际发表的，其中包括方舟创新ETF（纽约证券交易所代码：ARKK）和方舟下一代互联网ETF（纽约证券交易所代码：ARKW）。
此次出售是在摩根士丹利最近的 “减持” 评级和60美元的目标股价之后进行的，尽管该股在过去一年中大幅上涨了355％。
为何重要：机构抛售与CNBC主持人吉姆·克莱默的看涨立场形成鲜明对比，后者最近表示有兴趣在其投资组合中增加PLTR。该股引起了越来越多的关注，因为有报道称桑卡尔正在考虑担任五角大楼的最高研究职位。
Wedbush Securities董事总经理丹·艾夫斯将帕兰蒂尔确定为企业人工智能转型的领导者，尽管政府收入增长从2022年的20％以上放缓至2023年的10％。
据报道，与高增长软件同行相比，PLTR的交易溢价为80％，周三收于68.23美元，分析师的目标股价范围从瑞银的80美元到沃尔夫研究的7.50美元不等，反映了市场对公司估值的分歧。
免责声明：该内容部分是在人工智能工具的帮助下制作的，并由Benzinga编辑审查和发布。
