Palantir is going to use NVIDIA's NeMoTron open models to build a custom frontier-quality model to serve the US government. Palantir is calling this new platform Sovereign AI Operating System. US government agencies will own the hardware, the data, and the model weights.

why has NVIDIA and Jensen downplayed their open source model until this moment?... his top customers were very concerned, from what I understand, about the fact that they had made so much project progress on their open source model.

it was an actual study of over 21,000 firms in the US, and they looked at their payroll data combined with their spending on AI. And what they saw is that firms that spent the most on AI actually grew the fastest, and they tended to grow their headcount roughly 10% in the 2 years following the adoption of AI. And entry-level headcount rose even faster.

I think it's gonna lead to a boom because think about like just something like building a house.

just look at what happened to Figma. So according to the information, Anthropic quote unquote blindsided its then business partner with the launch of Claude Design.

I spent time with Elon. I've looked at Optimus. I can tell you Optimus is better than what Figure's doing. What Optimus is gonna do when Bezos and Andy Jassy unleash Optimus inside of the Amazon factories is it's going to get rid of every, let me state this very clearly, every single package sorting, every single package delivery will not be done by humans in 10 years.

in the cities where Waymo is present and has gotten past a couple hundred cars, they've stopped recruiting drivers drivers are either static or going down in those markets. So that is absolute evidence that this is happening, and the rollout is going to be fast and furious.

I think what'll happen is that you'll wipe out the California pensions and you'll wipe out the pension obligations and you'll do some sort of negotiated settlement.

I think there's going to be a buying frenzy in the enterprise, not just with the Neo Clouds and the hyperscalers. I think the, the enterprise is going to be a buyer.