Legacy legal research duopoly is getting crushed as AI-native rivals eat their data moat
Westlaw and LexisNexis, exactly. But yeah, if you look at how their stock is doing, I think—
@jason / appears on all-in, all-in, all-in, all-in, all-in, all-in, all-in, all-in, all-in, all-in, all-in, all-in, all-in, all-in, all-in, all-in, all-in, all-in, all-in, all-in, all-in, all-in, all-in, all-in, all-in, all-in, all-in, all-in, all-in, all-in, all-in, all-in, all-in, all-in, all-in, all-in, all-in, all-in, all-in, all-in
No settled calls yet — credibility updates as call horizons resolve.
Westlaw and LexisNexis, exactly. But yeah, if you look at how their stock is doing, I think—
I talked a little bit about Bitsensor on the program known as TAO, $TAO. It's a crypto project. Somebody who is creating a subnet that is putting GLM 5.2 and other models available at really cheap prices.
if this succeeds and Brad does as he's been instructed by the president, We're going to go from 50% of people owning equities in the country to as much as 70%, maybe even 75% of the country having access and for the first time being part of equity nation.
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}AISO Market Calls classifies public statements from public sources. A classification such as long thesis, short thesis, or explicit call describes the content of the public statement and does not prove that the speaker actually entered, exited, or held a position. Market performance shown is calculated from public market data around the source publication or timestamp. It is not investment advice.
They must win the application layer. And Sam Altman went to Y Combinator and he said, we'll give you $2 million $1 billion worth of free tokens.
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.
We will see the same exact thing happen with Optimus. You may have seen the figure robots sorting packages.
If you look at self-driving, that's obviously happening with Waymo with 3,000 vehicles and there'll be many more on the roads.
Amazon themselves... said we are going to eliminate 600,000 future positions and we are going to cut positions.
Jack Dorsey came out and said that he was going to do a 50% elimination because of AI.
Oh yeah, that was that's the website builder. Yeah, I mean, you can build websites with Claude. Yeah, the whole website business is challenged, yeah.
the Chinese, of all people, the Communist Party is leading the open source movement. And the United States is centralizing.
I think the future of this is going to be local models running on extraordinary desktop hardware. ... I think Apple's my choice for the next year.
Did you guys see the deal that was announced yesterday between Polty Homes, which is a huge builder
And this is an incredible opportunity, you know, for the crowd strikes and Palo Alto networks of the world, both of which have been on the program.
And this is an incredible opportunity, you know, for the crowd strikes and Palo Alto networks of the world, both of which have been on the program.
Just one last point on this is that I think the succession at Apple is reminiscent a little bit of the succession at Disney.
There's a there's a project that's subnet 62. It's called Ridges AI... They spent about a million dollars in Tow like rewards and in 45 days, they hit 80% of what Claude 4 is... That flywheel is racing right now with participation in the same way Bitcoin is... anybody who's not investigated this, I highly recommend you investigate this.
They're going to make Gemini free for life for the best models. That's my prediction for Google. And I think Meta will be right behind them... Right now, 80% of their revenue comes from $20 subscriptions. That's going to get decimated to zero.
I think the pair trade is to to bet against every it's chat GPT versus the world, and I think the world wins two-thirds.
you've got XAI, which I think is the best at current events because of the integration with X and also Elon seems to be able to scale his data center, his training cluster the fastest... That portends good things for Grock 5. It's going to be trained on the largest cluster of Blackwells.
And I said I made a bet publicly on the bank. I said, I am buying a bunch of Google because I believe even though they're behind, it's because they're too precious.
Or this new Dell that's coming out. And I I really think the idea of spending $10,000 on a powerful desktop will appeal to people if it lowers their $500 a month Claude bill. This is an incredible savings, plus you get the benefit of privacy and not educating the language models on your personal data.
Apple seems to be MIA. They don't seem to want to play.
No reach data yet.
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