[유효상 칼럼] 왜 페이팔 마피아가 새삼 주목을 받을까

ȿ ܰ濵 /=ȿ

ֱ 'ȶƼ ũ(Palantir Technologies)' ο ڷ ö. ְ  ̾ ִ ̴. 2023 180%, 2024 382% ְ ݳ⿡ 2 17 1 50% ̻ ߴ. ݳ⿡ 3.7% ö. 2023 20 ̴ ðѾ 20 ø 392 Ͽ 334 Ｚڸ ߿ߴ.

ȶƼ ͸ мϴ ÷ Ͽ, ̳ ΰ ذ ִ ǻ ַ ϴ Ʈ ̴. ͸ AI о ٶ ǰ ִ. ʱ⿡ ַ ̱ , CIA, FBI Ⱥ ǻ ý ϴ ߴ. 汹 ̳ ΰ ߽ ÷ . ϰ , ſ ΰ ͸ ٷ ص ϴ , ± ؾ ϱ⿡ 庮 簡 ʴ.

2011⿡ м , 縶 ó ãƳµ . ̷ ׷ м SW ؼ, 2020 ñ ַ CIA, FBI м Ʈ Ű. ũ̳ ̽󿤿 ȶƼ ַ ϰ ִ ˷. Ŀ ׵ ׾ƿ Ͽ츦 Ϲ Ͻ ַ Ͽ ΰ ø ߴ. ׷ AI Ͻ ÷ AI Ű鼭 Ϲ ߴ. ͵ þ ߴ. ֱٿ ΰ ι 䰡 þ ִ.

ȶƼ ְ ޹ħϰ ִ. 18 бⰡ ϰ Ҵ. ǥ 4б ׵ 52% þ. ͷ 45% ȴ. ǥ ˷ ī ȶƼ CEO "ȸ簡 ϰ ִ ̸, ⿡ ʱ ܰ迡 ִ" û ڽŰ .

ȶƼ 򰡸 ִ ƴϴ. ȣ ĸ ְ ¼ ϰ , ֳθƮ ְ 򰡴 ǿܷ ̴. ֱ ȶƼ м 22 ֳθƮ 'ż' ǰ 4̴. 13 '' ǰ̰ 'ŵ' ǰߵ 5̳ ȴ. ׷ ̷ 򰡴 ȸ ̷ ʴٴ ƴϰ, ʹ ̼ǰ ̴. ġ ְͺ(PER) 210踦 Ѵ´. 12 δ 600谡 ½ Ѵ´. ̷ ġ򰡴 ãƺ , ְ ũ PER 30~40 ϸ 7~8 ̻ ٴ ̴. ׷ ƹ ȶƼ ص, ְ Ƶ ʹ ٴ ̴. ƿ﷯ 50% ѱ ũ Ŭ ۿ ٴ ͵ ƴ. 40% Ǵ ׽ ũ 20% ʴ´.

׷ ұϰ ְ ֳθƮ ̺꽺 "ȶƼ AI ڷμ " ϸ, "ڵ 繫 м Ʋ ȶƼ ġ ϰ ִ" ߴ. ǽĸ ũƸ޸ī AI ô밡 鼭 ֿ ݿ Ŵ(LLM)̳ AI ʼ ۿ Ȳ, Ͻ ͸ , м ַ ϴ AI ÷ AIP(Artificial Intelligence Platform) ȶƼ AI ô 'ü' Ŷ ϸ鼭 ְ ϴٰ ߴ.

ȶƼ 2003 ȣ ƿ ߴ. ƿ Ϸ ӽũ âߴ ũ ȸ Ű â ˷ ī Ͽ ȸ縦 ߴ. ߻ 9.11 ׷ Ⱥ ̽ ֿ켱 εǸ鼭, Ͻ𵨷 ȶƼ FBI Ǿ. п ȸ ۰ ÿ CIAκ Ʈ ֿ CIA In-QTel ž ڸ ޴ ±⵵ ߴ. Ƿ ȶƼ FBI,  ڸ ġ Ը Ʈ ̾. ŵϴ 2020 ðѾ 193 ޷ ǰŷҿ ߴ. ȸ簡 ±⿡ ۳ 11 ߴ.

Ʈ ' (Zero to One)' ̱⵵ ƿ, Ϸ ӽũ Բ ̸ ' Ǿ' Ͽ̴. Ǿƴ â Ʈ(Exit) ʱ ο θ Ǹܹ븮 ŸƮ Ȱȭ ָ鼭, ̵ Ʈũ ´ 2007 ó ߴ. ġ Ǿó 踦 ϸ ȣ Ѵٰ ؼ ٿ Ī̴. 2002 15 ޷ ġ ̺̿ ŰǾ, âڵ ű ڰ Ǿ. ̵ ȸ縦 ׸ΰ, ð ī, ǰ ġǰ Һϰų ȶ , ٽ ŸƮ ϰų ߴ. Ǵٽ ũ ϰ ġ ߱ ̴.

Ǿƴ ׽, ̽X, Ʃ, , ũ, ȶƼ, ̵, û ȸ , ̽, AI, ߱ؼ ߴ. ũ ô Ȱ ȣ, Ǹܹ븮 ö ǥ , , ҵ ұ, ȣȭ 뼺 ô 帧 ̲ پ ȸȭġ ﵵ ֵߴ. ȭ ε ο ڱ Ƴ ϴ ̵ Ǹܹ븮 ȭ ڸ Ҵ. ̷ Ǿƿ ̾߱ ۳ Ϲݱ⿡ Ⱓ Ҵ ' ڵ( The Founders)'̶ å Ұƴ. ۷(Ex-Googler), ̽ Ǿ, Ǿ پ 'ũ Ǿ' ߴ.

Ǿư Ʈ ο ο ҷ ް ִ. ǰ ִ ̴. ӽũ ȿ(DOGE) ϰ ̺ ְå(COO) AIڻ (å), â Ͽ ũ ̱ ƴ. ƿ õ 꽺 , Ǻ Ǿ. ߱ б ￡ ̱, MAGA(Make America Great Again) ϱ ؼ ° ̵ ϴٴ ̴.

ź 20 Ǿƴ Ǹܹ븮 ϰ, ġ .  ñ ñ. Ѻ ̴.

츮󿡼 絵 ̲ 'K-ũ Ǿ' źϱ⸦ Ѵ.