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.

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.

Here's the trademark for Megapod that came out. This is a, uh, filing date of 6/18/2026 ... Modular data center hardware for artificial intelligence computing

OpenAI, which launched their Jalapeño chip this week and announced it being built by, I believe, Broadcom, and they are saying, hey, F you to Jensen and NVIDIA

if a company gets to a $100 billion valuation, it's more likely to 10x from there than from $10 billion to $100 billion.

This is why I think Apple is just the dark horse in this entire race. If there is an open source product that can run on this hardware, the M5s, the, you know, 48 gigs, 128 gigs, the new Mac Studio coming out with supposedly a terabyte. That's changes the whole game.