I’d argue $TSLA and $PLTR are the two companies best positioned to see significant revenue gain from AI.
Tesla is working on the real world physical application of AI in robotics and self driving.
Palantir is one of the only legitimate software AI companies making substantial AI centric revenuetoday.
When you think about what companies will actually see a material bottom line impact from AI outside of chips, these two are the two at the top of my list.
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