Since May 2023, PLTR outperforms NVDA by a wide margin.
Disclosure: Owned both. Regrettably, own more NVDA, 3:1 in dollar term.
Past post dated May 2023. Understanding a company is not that easy 
Xi wants Chinese companies to use chips from domestic companies such as Huawei, which could help the Chinese chip companies catch up with Nvidia in a technological sense. The Information reports that the Chinese government sees the H200s as a “stopgap” solution in the meantime.
H200 is 18 months old.
A new AI company comes to town:
“Sources familiar with the matter say that Wang has told associates he finds Zuckerberg’s micromanagement to be suffocating. Meanwhile, some staff wonder if the 28-year-old Wang is out of his depth, lacking both the expertise and experience to lead such a colossal effort.”
That’s what I had anticipated would happen sometime in the future. However, 2026 might be a bit too early. I’m thinking of a decade later. Writing directly in binary is more efficient than coding and then compiling.
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Every year the stock market has one or two big sales events. This year’s sales event comes early because some bro wrote a crazy sci-fi think piece.
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If artificial intelligence and robotics are disrupting every industry and job market, and causing deflation, what is the best asset to invest in?
Initially, I considered real estate as a potential investment, but then I realized that cash is the ultimate king.
Demographics are exerting massive deflationary pressures but money printing is even more massive. Global debt levels are so high that central banks can’t let deflation happen.
Edited to say - gold and silver are well off their highs but certainly aren’t screaming deflation.
I’m thinking about what will happen more than a decade from now, not just in the next few years.
Do you think western nations will get their fiscal houses in order in the next decade?
You need some kind of equity, not currency. Deflation, were it somehow to occur, would likely lead to debt becoming unmanageable and to social unrest - both of which would result in more money printing.
Artificial intelligence would lower costs, necessitating a significant reduction in government funding.
It might lower costs in the private sector but I don’t see how it would lower the cost of government.
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I’m curious to know when APIs will become synonymous with AI agent programming interfaces. This would mean agents would directly interface with APIs, bypassing the current user interface layer of apps.
If LLMs were really as valuable as their use costs, OpenAI and Anthropic would not be selling access to them but would be using them to solve real problems and make money from the solutions.
If we unpack what he said, he raised three key issues within the industry:
- AI customers feel that Large language models (LLMs) create no value
- Charging for tokens is impractical
- Frontier model makers can steal their customers’ IP if they wish
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