“Yeah, I am bearish on Palunteer now. And the reason is just because the assertion of Palunteer is that LLMs don't work out of the box... as AI models have become more capable the need for ontologies h”
Palantir faces a brutal reality check at 100 times sales because modern AI models bypass their outdated data labeling hacks entirely.
“the really egregious overhiring firms like Salesforce, the market is just crushing their stocks. And so the market is being very very clear with companies like you need to do RA and people didn't want”
Plunging stock prices are forcing egregious overhirers like Salesforce to execute layoffs within 3 months and unlock record 34.8% operating margins.
“Nintendo just couldn't launch consoles because they couldn't afford memory. And so their stock is down, you know, 60% year-on-year. And you're like, 'Okay, well, what if memory breaks?' and then it ca”
Nintendo stock collapsed 60% when memory costs delayed consoles, but breaking chip bottlenecks and future AI licensing will command 2-3x higher valuations.
“there's a world where like all future AI Marios pay Nintendo, right? Um so Games Workshop would be another one like you know Warhammer 40,000.”
AI models regurgitating copyrighted worlds will be forced to pay massive licensing fees to Games Workshop, supercharging its £31 million IP revenue stream.
“I'm bearish on like the application of biotech and AI. And the reason is just national security... the second you have one event, just one event, it'll be banned”
Regulators will crush the biotech sector with outright bans because the national security risk of 1 guy in a garage generating an AI pathogen is too high.
“if we have a massive productivity increase then we're not going to have to worry about our World War II level of spending and it's like okay like if that doesn't happen then it's basically a sovereign”
AI yields just 2.8 percent productivity growth instead of 10 percent, triggering a sovereign debt crisis that crowns Bitcoin the ultimate shield.
“that's why things like Robin Hood and like Interactive Brokers are like kingmaker... people are not actually generating more work. They're generating more capital and that capital is being recycled in”
AI misses the promised 10% productivity boom, instead trapping capital in a digital attention economy that funnels massive volume to Interactive Brokers.
“that's why things like Robin Hood and like Interactive Brokers are like kingmaker... people are not actually generating more work. They're generating more capital and that capital is being recycled in”
AI is failing to deliver 10% productivity gains, leaving a distracted society to funnel idle capital straight into Robinhood's retail speculation engine.