Mark Penn

Stagwell has partnered with Palantir (PLTR) to build AI products for marketing. Penn notes that CEOs rank AI investment as their #1 priority, displacing sustainability. Wall Street is "jumpy" about AI ROI, but the actual implementation phase (application layer) is just starting. Companies like Stagwell that build the specific tools to *use* the data (via Palantir) will capture the productivity gains that justify the capex. LONG Stagwell and Palantir as application-layer winners. AI adoption slows due to regulatory hurdles or hallucination issues.

Stagwell has partnered with Palantir (PLTR) to build AI products for marketing. Penn notes that CEOs rank AI investment as their #1 priority, displacing sustainability. Wall Street is "jumpy" about AI ROI, but the actual implementation phase (application layer) is just starting. Companies like Stagwell that build the specific tools to *use* the data (via Palantir) will capture the productivity gains that justify the capex. LONG Stagwell and Palantir as application-layer winners. AI adoption slows due to regulatory hurdles or hallucination issues.