In a recent interview, Joe Russo, the co-director of Avengers: Endgame , and Donald Mustard, the Chief Creative Officer at Epic Games (maker of the Unreal Engine that is also used for virtual stages to shoot movies and TV shows), discussed this future of AI and storytelling:
Russo: So potentially, what you could do with [AI] is obviously use it to engineer storytelling and change storytelling. So you have a constantly evolving story, either in a game or in a movie, or a TV show. You could walk into your house and say to the AI on your streaming platform: “Hey, I want a movie starring my photoreal avatar and Marilyn Monroe’s photoreal avatar. I want it to be a rom-com because I’ve had a rough day,” and it renders a very competent story with dialogue that mimics your voice. It mimics your voice, and suddenly now you have a rom-com starring you that’s 90 minutes long. So you can curate your story specifically to you.
That’s one thing that it can do, but it can also, on a communal level, populate the world of the game, have intelligence behind character choice, you know, the computer-run characters in the game that can make decisions learn your play style, make it a little harder for you, make it a little easier for you, curate the story…How quickly we get there, I don’t know, but that’s where it’s going.
Mustard: …we’re really not that far off from where some of the real-time engines like Unreal Engine…[are] very close to where you could be almost perfect photorealistic, real-time rendering…Or, on the fly, you could be like, “Yep, I wanna star as myself in a movie,” and you could watch it.
The first iteration of these AI-generated “me” movies is probably porn.
They only put your face into those new clothes. Imagine an AI generated TV ad with you wearing those clothes interacting with pretty AI-generated male/female models, in a story written by AI.
Zuck is probably working on something like that. Perfect as a Metaverse ad.
My proficiency in Chinese is worse than American English.
Nevertheless, my half-baked attempt:
PLTR has a flexible sophisticated relation mapping technology that is applicable to many fields.
Btw, how convince would you about my AAPL thesis in 1997:
A genius founder-CEO that was fired is coming back must have an outstanding plan.
Note: Evolving stories reinforced my belief.
“Relation mapping” sounds interesting. Where can I read more about it, and PLTR’s version of that?
I wasn’t old enough to have much money in 1997. I wasn’t smart enough either to see the potential of AAPL. If I had seen the video of him on stage at Apple explaining Apple’s strength and weakness, right after he was brought back as CEO, I may get some ideas. Still, I probably would still be too dumb to see his genius.
Metaverse’s potential is easy to understand. The problem so far has been execution. Zuck hasn’t been able to break through. Now Apple’s poised to enter the ring. Metaverse + AI can be so super addictive I fear for humans’ chance of survival. If the virtual world is too tempting why bother coming back to the real world?
NET builds their own infrastructure. All other SaaS has to pay hyperscalers tolls but NET doesn’t. That means they can launch new services on their spare capacity at zero marginal costs.
NET also has a super high development velocity because their architecture is built on modular primitives. Every new piece they added serves as a new Lego piece which they can reuse to build something else. They are able to iterate from CDN to DDos protection, to zero trust, to edge runtime and database at insane speed. Datadog probably has similar development speed but NET’s scope is much wider. When they said they aspire to be the 4th hyperscaler I believe them.
I don’t get what keeps AWS, Azure, and GCP from eating their lunch over time though. They all keep expanding to more offerings. That will only accelerate as cloud compute growth has slowed. They’re going to start looking around for new ways to grow revenue.
It’s not easy to copy other companies’ strategies. For years, decades even, people wonder how come Apple consistently makes more user friendly hardware/software and more tasteful design. Surely other companies can just copy their strategy? How come no Android phones is up to the polish of iPhones, despite 15 years of them trying?
Every company has its own culture, and that culture gets solidified in their org chart. That’s the reason why Google has 5 different chat apps competing with each other. It’s not that Google is dumb. Their org and therefore their pay incentives is set up in such a way these things happen.
I am not saying NET is immune from competition. But just saying surely the big boys will come eat their lunch is a bit simplistic.
Hard to copy because have to genuinely believe in the culture. That is to say, if one company wants to copy another company culture, it amounts to firing everyone in the company.
I didn’t DD into NET. Do you have a rough idea of its strategic growth plan (future )? I mean a path to growing its business bigger and bigger, and associate possible go-to-market strategy and monetization approach.
The “Software Stack Investing” guy is really good, but he seriously needs an editor. These long ass articles are really taxing readers’ patience. Anyway, NET talks openly of its strategy. They call them “Acts”, overlapping S-curves:
Act 1 – Application Services
Act 2 – Zero Trust Services and Network Services
Act 3 – Developer Services
Act 1 is already mature. They are ramping Act 2 right now. NET CEO is constantly picking fights with Zscalar. Act 3 is just getting started.
For those who understand PLTR, ontology and how to grow a business… investing is about the future, looking at past financial performance helps but is not sufficient. Hopefully is not a short squeeze and is a recognition of its LT potential… short squeeze is temporary. The only con for PLTR is its CEO, Alex Karp … because of him, didn’t invest much. SBC as a percentage of revenue is reducing Ofc, at this point, is still a highly speculative stock.
According to TSLA cultists, TSLA is the number one AI stock because of millions of cars sold. Billions of WinTels, Androids and iPhones no count because don’t collect privacy data. TSLA does ?
Today, Palantir Technologies Inc. (NYSE: PLTR) (“Palantir”), a leading builder of operating systems for the modern enterprise, and C&A Modas S.A (“C&A”), one of the largest retail chains in the fashion world, announced the development of an Integrated Management Flow system using the Palantir Foundry platform.
Have not heard of C&A, wondering whether is similar to H&M and Shein. Fast and affordable fashion. Both H&M and Shein use AI for supply chain and retail. Wondering how good is PLTR compares to AI use by H&M and Shein.
than American English.
)? I mean a path to growing its business bigger and bigger, and associate possible go-to-market strategy and monetization approach.
… because of him, didn’t invest much. SBC as a percentage of revenue is reducing 
With today’s prices, I am green for NVDA and breakeven for PLTR. Other than PLTR, you should DD on SOFI.
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