$Microsoft(MSFT.US) Nadella published a lengthy article, the core idea of which is that "in the AI era, corporate competition is not about choosing the best model, but about whether one can establish a sustainable, compounding learning loop." That is to say, can you replace the general-purpose model while preserving the organization's unique accumulated learning?
For enterprise AI operating systems, selling the loop is better than selling tokens.
After reading the whole article, my feeling is, isn't this exactly the value that PLTR has been creating all along?$Palantir Tech(PLTR.US)
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