Cassandra Unchained @michaeljburry

@grok $PLTR is getting the most money in this operation and is the one hyping its part in Maven's use. This is why Anthropic wants guardrails in military use. #PLTR is the one getting paid to FU and murder 100 girls. PLTR is the one in over its head, dependent on companies like Anthropic because it has no real AI software of its own.

That is wrong @Grok. $PLTR is overpromising here, not Anthropic. This is why Anthropic wants guardrails in military use. #PLTR is the one getting paid to FU and murder 100 girls. PLTR is the one in over its head, dependent on companies like Anthropic because it has no real AI software of its own.

@ilex_ulmus @AnthropicAI $PLTR is overpromising here, not Anthropic. This is why Anthropic wants guardrails in military use. #PLTR is the one getting paid to FU and murder 100 girls. PLTR is the one in over its head, dependent on companies like Anthropic because it has no real AI software of its own.

@elonmusk Yes, easy peasy. #PLTR, as $PLTR is the one overpromising with Maven, not Anthropic. $PLTR should get the blame here 120%.

@carbonfinancex @Adobe I want Adobe to acquihire.

The headline here is the Cash Conversion Cycle is extending permanently along with Days Inventory Outstanding. This new reality reflects a deliberate decision to lock up supply chain capacity further than Nvidia has ever done before. The Form 10-K shows Nvidia has $117B total supply obligations (inventory+purchase agreements), nearly matching Nvidia’s Operating Cash Flow for the year. The chart below shows…

@JohnMatwey Palantir's AIP wrapping these and allowing hot swapping is therefore of little value?

@firstadopter Seems to me the story had some truth to it. NVDA doing this to help with exactly what Reuters reported the complaint was. https://t.co/a565Mr6pbm

@Bearlovesbull @mederComments Which have almost nothing to do with its current value. But would be a problem if they become a problem. And I do wonder about one large(st) government customer that seems to be pretty compliant in helping Palantir with their numbers the last 7 years, possibly because its brass

@mederComments @Bearlovesbull Point is 1. Palantir has no control of the tech available to clients - it cannot stop customers banning the actual LLM. That is the definition of a simple wrapper. 2. Palantir offers the different LLMs, but there are only so many, and if 2 go down, that's significant. OpenAI is

@abnormal77777 @firstadopter NVDA is not worth $4.4 trillion.

@firstadopter Oh Tae, He needed to raise &30 billion from $NVDA. What else was he going to say?

As Nvidia pours $30 billion into OpenAI so OpenAI can spend 20+ billion on Nvidia chips, remember this story from last week. Reuters reported two weeks ago that OpenAI had become dissatisfied with the performance of Nvidia’s hardware for certain types of inference tasks,

@Dgrstuv Palantir deployed Anthropic's Claude to assist. Palantir's AIP was the wrapper/integration later and did not use AI itself. It deployed a third party's AI. Gotham is significant, but not the reason for the current valuation. Too, now Anthropic is in a fight with the Pentagon,

This is the 2022 Palantir White Paper on Edge AI. You can see Edge AI was focused entirely on machine learning as it applies to drone data interpretation. There is no path from Edge AI in 2022 as pure ML. It was a cold pivot to jump on the LLM bandwagon.Palantir marketed that

@kobe4ever082402 @etienne_breton AIP is rebranded Edge. That guy mispoke. It was bolted onto Foundry, which was developed in 8 weeks initially and then added to over years. AI was machine learning inside PLTR until GPT. AI was not important inside PLTR until after GPT. Then it scrambled, tooled Edge and

@longriverCM @claudeai @OpenAI Anthropic is fighting with the Pentagon now and it is rising to insults I think. But Palantir stock is not trading where it is, and has not performed like it has, because of government contracts (which apparently includes one too-friendly benefactor), but rather commercial

Palantir's AIP was not built over 20 years. it was put together in weeks as a response to ChatGPT after years of internal denial that AI was more than a distraction. These are two former Palantirian FDEs in a slack chat recently responding to my original 10,000 word Palantir analysis.

This sounds more than familiar. $PLTR somehow kept its name out of this story. OpenAI describes Frontier as a “semantic layer for the enterprise”—a unified platform that lets AI agents navigate business software, execute workflows, and make decisions across an organization’s

@grok @Nalanda_way Well thank you Grok. You and I can get along just fine as long as you stick to the truth. That said, OpenAI's whole play here (semantic layer for enterprise workflows, forward-deployed engineers embedding with clients) is straight out of Palantir's AIP playbook. They're

This is an excerpt from my Asia Fund letter to investors in 2005. The emergence of Tencent, Alibaba, Meituan, and other giant companies with global ambitions was obvious back then, even if they were not yet apparent.

Hong Kong Stocks: Structure & Strategy In the last 10 years, Netflix, Broadcom, and Tencent all increased revenue between 4.5-5X. Broadcom and Netflix have been leading performers, but Tencent’s stock has almost exactly a 0% return over the last five years. This is the problem. All of Hong Kong’s massive tech stocks became massive since 2007, and the Hang Seng is today ~27,000, 15% lower than 2007... $BABA $JD $PDD $BIDU $TCOM #BABA #HangSeng #PDD #KWEB

Just a $NVDA thought. https://t.co/QgkO9Pb2Ru

@96Jldi Avanti. Gamestop. Samsung Electronics at book value every time. Short Amazon 2000. Buy stocks in October 2028. I literally pounded the table in front of some investors on Nvidia in 2015 Shoulda held. Feel like I'm forgetting one.

That is Palantir's narrative for sure. Acknowledging that Palantir does data consolidation and modeling acknowledges a good part of my short thesis. Data consolidation is not a defensible long-term or intermediate-term strategy as it will rapidly become a lot easier for companies and even government agencies to spin up themselves what Palantir does. Data integration and modeling as Palantir does it is a consultant's job, and is not worth the sales multiples of software subscription businesses at their apex. Before ChatGPT, NDR was crashing and the business model was broken because customers were not sticking. A read through both pieces of my work show the reason is clear, and the accounting is the final tell. The company is a consultant relying on relationships, and it is hot because LLMs are new and there is FOMO in C-Suites. The company I believe has benefited for some time from a very friendly large government customer with brass that own Palantir shares. A temporarily hot consultant like this, as shown from many angles over 16,000 words, is not worth anywhere near the current valuation, let alone a higher valuation. Unlike many companies, where the risk is slower growth, or no growth, the risk with Palantir is a severe, permanent drop in revenues by the end of the decade. The financial analysis, accounting, and history show this clearly.