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.
上週，在阿斯彭創意節上，方正證券（NYSE: PLTR）的聯合創始人彼得·蒂爾分享了他對人工智能、英偉達股份有限公司（NASDAQ: NVDA）和ChatGPT母公司OpenAI的見解。
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.
發生了什麼：在節日期間，蒂爾將'99年的網絡泡沫和當前人工智能的狀態進行了類比，指出泡沫的高峰也是清晰度的高峰，當時人們意識到互聯網將取代舊經濟體系。
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.
他強調了在網絡泡沫期間進行特定投資的困難，以亞馬遜股票爲例。蒂爾指出，即使亞馬遜的股票是一個被認爲是“不需要大腦”投資的例子，它也需要十年時間才重返'99年的高點。
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."
然後他繼續說，目前人工智能領域的80-85%的資金都是由一家公司，英偉達公司，賺錢的。他描述這種情況是“非常奇怪”的，因爲大部分利潤在硬件層面上賺取，這是“硅谷現在一無所知”的領域。
$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
方正證券的聯合創始人皮特·蒂爾談論人工智能、LLMs、英偉達股份有限公司、OpenAI以及它與網絡泡沫的相關性。
— Jaááááááán (@ja) 2024年6月28日
"... 99年是兩者兼備的。泡沫的巔峯也是清晰認識的巔峯。人們意識到新經濟將取代舊經濟。互聯網正在...... 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.
爲了加強航行器的防禦能力，上週方正證券與航天探索者合作，利用人工智能分析和改進了推力固體燃料試驗數據。
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.
與此同時，英偉達在6月份達到了3.46萬億元的市值，成爲全球市值最高的公司。截至撰寫本文時，這家芯片巨頭位列全球最有價值公司排行榜的第三位，市場價值爲3.038萬億元。
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證券的分析師丹·艾夫斯預測，英偉達的市值可能飆升至4萬億元。他還將方正證券描述爲“市場上最純粹的人工智能公司之一”。
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