Kris Patel 🇺🇸
@KrisPatel99 • 43,808 subscribers
If you can overthink the worst, why cant you overthink the best?
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$PLTR People should really watch the interview by Alex Karp in trying to understand what the future of enterprise AI is heading towards. The difference between value creation for each enterprise can be and has to be tailored to get the most use. The FDE model that Palantir pioneered is being used by everyone these days but the end goal for every FDE seems to be different. Companies like Palantir are trying to drive value creation for the companies they work with vs. OpenAI and Anthropic who are more about trying to lock enterprise customers down into their respective ecosystems and endlessly consume tokens. I think its becoming clear that businesses are a bit ticked off by the sheer cost of these models without the tangible returns to justify the expense. Companies like Palantir dont sell tokens, they sell value. Palantir is helping customers by delivering value but maximizing efficiency through model selection and limiting spend. The ROI therefore is much more tangible and dare I say predictable. The incentive structure long term I believe ends up in the hands of those who can provide value and not just a blackbox models whose focus is to pad the bottom line at their respective model company. This move by OpenAI and Anthropic to create custom tailored solutions that feed one token budgets scream, "I better pad my profitability up before the IPO"
Kris Patel 🇺🇸74,384 次观看 • 1 个月前
Burry is not wrong about $ADBE. I think he's a bit early but in the end I think he will be proven right. Adobe management is giving up short term gains in order to maintain long term dominance over its respective industry. The market did not like that and thus sold it off. I believe Adobe is a generational buying opportunity for those that can withstand the short term pain and look beyond the next 6 to 12 months. Same with alot of other SaaS names. The key will be patience and persistence. Value investing is one of the hardest things to do when investing because there aren't nearly as many regular dopamine hits as someone who purely chases themes that are in upwards movements.
Kris Patel 🇺🇸90,616 次观看 • 1 个月前
Indian men have for centuries crossed oceans, fought other people's wars, built modern cities as indentured labor, toiled at offices and worked 18 hours days, built businesses and made a life for themselves. As a kid who has seen this first hand and follows in my fathers footsteps... there isn't anything we wont do or take abuse for when it comes to our families. We were never weak in purpose or resolve when it comes to taking care of our families. We dont scale buildings to show our love.... We build them.
Kris Patel 🇺🇸54,514 次观看 • 1 个月前
Recent "layoffs" headlines align with a loosening labor market. This, alongside declining shelter costs, suggests inflation is under control. Jon Gray at Blackstone, managing over $1 trillion in AUM as the largest U.S. landlord, provides a concise, critical breakdown of current trends that seems to be different than what the Fed has been putting out. Worth a quick listen
Kris Patel 🇺🇸81,339 次观看 • 10 个月前
$PLTR Some of the commenters under this clip on YouTube were trying to understand what Dr. Karp was talking about because they didn't get the full context. OpenAI and Anthropic recently started working with a bunch of PE firms to create "Deployment Companies." These companies copied Palantir's FDE (Forward Deployed Engineer) model to dispatch people or teams to businesses and help build products for those companies to make them more "efficient." Karp is saying that a lot of these products are being made not for the benefit of the client, but for the benefit of the model providers, as they burn through tokens and thus cost an arm and leg without real long term tangible benefits. Karp's reasoning, in my opinion, is pretty sound. I think the creation of this "Deployment Company" concept is sort of a Trojan horse: many of the portfolio companies might initially find it interesting, but they will ultimately have to deal with runaway costs, inconsistent support, and, most of all, trust issues that cant be won overnight. When I first saw this, I thought it might be a threat to Palantir, but looking back... I think this is a desperate attempt by the model companies to generate some additional high-margin enterprise revenue before the IPO and roadshow. A lot of the private equity companies have exposure to OpenAI and Anthropic through credit investments for the data center build-out, and cannot afford to have these companies drop in value. They thus have no choice but to leverage their existing portfolio companies to adopt these "Deployment" companies. Would love to hear your thoughts Eliano A Younes Chad Wahlquist
Kris Patel 🇺🇸17,575 次观看 • 1 个月前
Been seeing these "motivation" videos on Youtube lately about what it means to a part of the "1%"... Most are pretty cringe worthy and in my opinion don't really reflect what its like being part of the 1%. Alot of people in that category are actually pretty laid back and live a pretty simple life. They don't buy supercars, designer clothes and or fly private jets. In my experience, the real 1%, especially those that got themselves there, move in silence and do things that are based on an understanding that they have been given a privilege and responsibility. They take care of their parents and kids, pay for everyone's dinners, give to charity and enjoy teaching. Greatest part about being part of the 1% isnt buying a supercar to show off... its knowing that most of lifes problems can be solved without any stress. What do you think? Whats your experience with knowing a 1%'er like?
Kris Patel 🇺🇸15,891 次观看 • 2 个月前
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