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.（紐約證券交易所代碼：PLTR）首席技術官Shyam Sankar強調了企業人工智能自動化的侷限性，因爲這家數據分析公司因其估值飆升和最近的機構拋售而面臨新的審查。
發生了什麼：「如果所有的價值都來自自動化，那麼在過去的20年中，我們在自動駕駛汽車方面做了什麼？我們一直在處理邊緣案例。」 桑卡爾說，他強調說，自動化的有效性受到需要人工監督的特殊情況的限制。
「[對於 LLM]，價值在於自動化和企業自治。也許副駕駛可以將生產力提高50％，但是 [解鎖] 所有經濟價值需要將人工智能視爲一種勞動力。」
觀看 Palantir 首席技術官 @ssankar 解釋爲什麼最強大... pic.twitter.com/57bshrdi6V
— Palantir (@PalantirTech) 2025 年 1 月 8 日
這些評論是在凱西·伍德的方舟投資通過其旗艦基金出售196,728股PLTR股票之際發表的，其中包括方舟創新ETF（紐約證券交易所代碼：ARKK）和方舟下一代Internet Plus-relatedETF（紐約證券交易所代碼：ARKW）。
此次出售是在摩根士丹利最近的 「減持」 評級和60美元的目標股價之後進行的，儘管該股在過去一年中大幅上漲了355％。
爲何重要：機構拋售與CNBC主持人吉姆·克萊默的看漲立場形成鮮明對比，後者最近表示有興趣在其投資組合中增加PLTR。該股引起了越來越多的關注，因爲有報道稱桑卡爾正在考慮擔任五角大樓的最高研究職位。
Wedbush Securities董事總經理丹·艾夫斯將帕蘭蒂爾確定爲企業人工智能轉型的領導者，儘管政府收入增長從2022年的20％以上放緩至2023年的10％。
據報道，與高增長軟體同行相比，PLTR的交易溢價爲80％，週三收於68.23美元，分析師的目標股價範圍從瑞銀的80美元到沃爾夫研究的7.50美元不等，反映了市場對公司估值的分歧。
免責聲明：該內容部分是在人工智能工具的幫助下製作的，並由Benzinga編輯審查和發佈。
