02/06/2025, 08:05 AM UTC
BigBear.ai:大AI失败,强烈卖出BigBear.ai: The Big AI Failure, Strong Sell
1、BigBear.ai在盈利方面面临挑战,仅占其800亿美元TAM的0.25%,使其成为较差的投资选择。2、BBAI与拥有更多资源、客户和多样化产品套件的Palantir竞争。3、Palantir的毛利率(81.1% vs. 26.99%)和盈利能力更高,使其成为AI领域的更优投资选择。1. BigBear.ai faces challenges in profitability and captures only 0.25% of its $80 billion TAM, making it a poor investment choice. 2. BBAI competes with Palantir, which has more resources, customers, and a versatile product suite. 3. Palantir has higher gross margins (81.1% vs. 26.99%) and profitability, making it a superior investment in the AI sector.---
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