L.Lim
04-10
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 Four-Day Rally! Bottom Reversal Confirmed?
Palantir advanced 4.75% to $142.15, extending a four-session rebound to over 14% as the $123.77 low held as effective support and the $140 resistance zone was cleared, restoring bullish narrative dominance. Michael Burry's bearish thesis — that Anthropic is "eating Palantir's lunch" via government AI contract competition — continues to diverge sharply from actual price action. If Q1 earnings deliver solid upside in government revenue, Burry's call faces direct refutation — is $150 the next target?
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