L.Lim
09:02
There is only so much users that can make use of these AI models all while populations are gradually shrinking in developed nations (who are more technologically focused and using AI as a tool), and you simply have too much competition to try and charge users a hand and a leg, or slow boil them by gradually cranking the prices.
Then there is the factor of the media constantly keeping track of which company has the best model, and users are particularly sensitive about getting their bang for the buck, so if you are expensive and yet do not produce the goods, they will jump ship.
In my workplace there are multiple subscriptions provided, but everyone knows that corporations simply will not be willing to incur overlapped spend on these AI models, eventually the head honchos will want to trim the fat and only one subscription will remain.
Palantir Plunges to $130: Software Death Spiral Accelerates?
Palantir tumbled 7.30% to $130.49, extending a two-day loss of over 13% as Michael Burry's thesis that Anthropic is eroding Palantir's competitive edge continues to drive capital outflows. Fears over deteriorating AI government contract competition show no sign of abating, with $130 serving as a critical round-number support. If Q1 earnings deliver solid government-segment revenue, can it definitively neutralize Burry's bear case — and is $130 a buy or a sell right now?
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