Palantir’s stock surges as AI traction drives huge earnings beats across the board Palantir bet on software that allows companies to deploy large language models in a practical sense, and management says that’s paying off big time Emily Bary The software company forecast revenue of $3.741 billion to $3.757 billion for the full year, above the $3.503 billion that analysts tracked by FactSet were modeling. For the current quarter, Palantir expects $858 million to $862 million in revenue, whereas analysts had been projecting $799 million. The outlook reflects an expectation for continued momentum in the company’s U.S. business, which grew 52% … Continue reading Palantir’s stock surges as AI traction drives huge earnings beats across the board

Economy, US 2009-07-04 A summary in NYT of the fascinating Ferguson/ Fallows debate at Aspen on the economic relationship between China and US. Ferguson: US and China are divorcing economically.  China will focus on internal consumption, not exports.  “Depreciation (of US $) is inevitable and the Chinese are working to end the dollar’s role as the world’s reserve currency.” Fallows: “…  doesn’t know what the future will hold, but he believes that Chinese officials still see the dollar as their least risky investment. Domestically, China will not turn democratic, but individual liberties will expand. He agreed that China and the U.S. will dominate … Continue reading China and America economic future – Ferguson/ Fallows debate

What Is Agentic AI? The next wave moves beyond generative AI with proactive intelligent agents that work through steps toward a goal. Jue Wang Bain Is agentic AI a fad? Agentic AI is not new—academic researchers have been working on the topic for years. But interest has surged dramatically over the past year. This interest extends beyond hype, with strong engagement from developers and researchers. However, at this point most AI “agents” are rebranded features, early prototypes with limitations, or rules-based, simplistic agents. In 2025 we expect to see functional, scalable AI agents emerge across domains. Existing AI applications will … Continue reading The next wave moves beyond generative AI with proactive intelligent agents

http://www.nytimes.com/2025/01/31/technology/deepseek-chinese-propaganda.html Continue reading Chinese researchers in DeepSeek

I have watched AI progess for some time. Notes below from this blog in 2023. Open/ closed source misses the point. The future of AI lies in embedding the benefits throughout the country. Hence this blog focusses on productivity since.. This is a concept with a long enough horizon (50 years + ) that AI is similarly embedded across the country, busines and society. Achievement is orders of scale larger than open /closed,rather is dependant on scale across build and development. AI will be pervasive across across society. Simple and complex ai requires pervasive engagement in all facets of people, … Continue reading Thoughts on Deepfake and GenAI

Courtesy of ComplyAdvantage. Document As we navigate an increasingly complex landscape of financial crime, the latest report from ComplyAdvantage sheds light on critical trends shaping the industry. Here are some key takeaways: This report is a vital resource for compliance professionals and organizations aiming to strengthen their defenses against #financial crime. Continue reading State of Financial Crime 2025