$PLTR (Deepseek a positive catalyst?)

Not an expert here, so the real experts could fill in. The thesis is having low cost LLMs speeds up the adoption of AI, and encourages more spending on the actual application of data. 

In June 2024, Alex Karp criticized the hype around large language models, likening their enterprise use to “self-flagellation” due to high costs and low output. He highlighted Palantir's approach to managing these models to transform enterprises, cut costs, and improve efficiency.

“The outgrowth of which is something that is useful when refined. And the refinement of that for your enterprise happens in what we call our ontology, which is where we impose the logic of your business on the large language model in the security and intellectual logic of your business,” he said.