Speaker

If these guys end the year over $100 billion, I think that they're on a revenue trajectory that they could 3 to 5x again next year. We've never seen anything like this. Never.

Peak+2.1%

PLTR/short/all-in

AI token costs explode while enterprise ROI sits at 0-2%; the richest AI-software multiple re-rates down.

Our token costs are doubling every 45 days... My upside is essentially flat... you need to use a lot more tokens to get to this next iteration of improvement because we've effectively already asymptoted.

Peak+3.1%

URNM/long/all-in

The energy shortage, not chips or software, becomes the binding constraint on US AI growth.

the throttle, paradoxically to all of this, might not be the software, might not be the chips, it might be energy.

Peak+0.0%

NVDA/long/all-in

Nations building sovereign AI on open models start from Nvidia's Nemotron and buy Nvidia GPUs to run it.

there is not a single country in the world that is not trying to figure out its own sovereign AI strategy. And I don't think they believe using a closed-source American model is the answer.

Peak+1.7%

META/long/tweets

Short-form video (Reels, 1-2 min clips) is capturing the attention that used to go to 30-90 min long-form streaming, and Meta is the biggest beneficiary.

shorts of @theallinpod are growing very quickly. And overall usage ramp shows this kind of content driving a huge portion of our growth.

Peak+0.8%

IBM/long/tweets

Legacy COBOL modernization is now tractable at scale via AI, unlocking IBM's decades-old modernization pipeline.

we reverse-engineered it into more than 100,000 plain-English rules in 40 days

Peak+0.3%

PLTR/long/tweets

Software production costs are collapsing, and value flows to whoever guarantees output — Palantir's enterprise AI platform is built for exactly that accountability standard.

The cost of producing software is collapsing. And when production costs collapse, value will migrate to whoever can guarantee the output.

Peak+1.2%

NOW/short/tweets

AI accelerates monopoly-to-commodity cycle in tech, destroying the long-duration cash flow premium baked into high-multiple SaaS.

If the monopoly —> duopoly —> oligopoly —> commodity cycle can happen in the most advanced areas of technology, in part accelerated by AI, what is the true value of "long term" cash flows?

Peak+2.9%

FCN/long/tweets

FTI Consulting co-authored the AI governance gap study and its forensic/tech consulting business captures the enterprise spend to close it

A new study from Smarsh and FTI Consulting, out this week, found that 55 percent of enterprises are actively deploying AI right now, but only 26 percent say their governance frameworks have kept pace with that deployment.

Peak+1.3%

PLTR/long/tweets

The enterprise AI auditability gap is a $500B+ problem, and Palantir's traceable AI decision platform is built to close it

55 percent of enterprises are actively deploying AI right now, but only 26 percent say their governance frameworks have kept pace with that deployment.

Peak+3.4%

Reach & recent activity

No reach data yet.

Drop another platform link to enrich this profile. Drop a link →