Palantir Aims to Disrupt Microsoft in AI with Focus on Creativity and Commercialization
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Cathie Wood believes Palantir could disrupt Microsoft in AI due to its creativity and effective commercialization of its AI platform.
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Palantir's AI platform and "bootcamps" have driven strong customer growth, especially with commercial customers.
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Microsoft poses a threat with its Fabric software platform, but is more focused on cloud computing and ChatGPT.
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Palantir is dedicated to advancing AI capabilities and has technology innately designed for it.
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Though risks exist, Palantir's focus positions it for long-term upside even alongside bigger tech giants.