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David Sacks says $PLTR is one example of an application company being turbocharged by AI. He argues the real question behind the SaaS selloff is whether value stays with the model companies or flows to the application layer.

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Shay Boloor

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75,203 görüntüleme • 6 ay önce •via X (Twitter)

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$PLTR David Sacks on the SaaS selloff: “I think the market is probably being too harsh here. The most important question is now at the application layer of the stack. Does all that value get eaten by the model companies, or do applications get turbocharged? I guess you can say that Palantir is one of them. It’s an application company that has been turbocharged by these models. Who else will be a big beneficiary?”
1:46

$PLTR David Sacks on the SaaS selloff: “I think the market is probably being too harsh here. The most important question is now at the application layer of the stack. Does all that value get eaten by the model companies, or do applications get turbocharged? I guess you can say that Palantir is one of them. It’s an application company that has been turbocharged by these models. Who else will be a big beneficiary?”

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🇸🇦🇺🇸 DAVID SACKS: MCP IS THE NEXT BIG WAVE IN AI "MCP {Model Context Protocol} is a new standard that allows agents to talk to existing SaaS applications or any kind of application, and it's really going to enable this agentic future that I think is the next big wave in AI." Source: David Sacks
0:56

🇸🇦🇺🇸 DAVID SACKS: MCP IS THE NEXT BIG WAVE IN AI "MCP {Model Context Protocol} is a new standard that allows agents to talk to existing SaaS applications or any kind of application, and it's really going to enable this agentic future that I think is the next big wave in AI." Source: David Sacks

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Palantir FDE Chad Wahlquist Chad Wahlquist: “LLMs are a commodity.” “All the value is going to be created through the application of these things into the real world.” The models aren’t the moat. The application layer is. That’s where Palantir $PLTR sits. Full conversation below
0:41

Palantir FDE Chad Wahlquist Chad Wahlquist: “LLMs are a commodity.” “All the value is going to be created through the application of these things into the real world.” The models aren’t the moat. The application layer is. That’s where Palantir $PLTR sits. Full conversation below

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Around 1 billion computer-based jobs are at risk of being replaced by AI. This shift is happening whether people are ready for it or not. The real question isn’t if it happens. It’s who owns the value created by it. Right now, that value flows to a handful of billionaires and Big Tech companies. At Action Model, we believe AI should be owned by the people, not controlled by the few. There’s still a small window for people-owned AI to win. Now is your chance to do something about it.
0:50

Around 1 billion computer-based jobs are at risk of being replaced by AI. This shift is happening whether people are ready for it or not. The real question isn’t if it happens. It’s who owns the value created by it. Right now, that value flows to a handful of billionaires and Big Tech companies. At Action Model, we believe AI should be owned by the people, not controlled by the few. There’s still a small window for people-owned AI to win. Now is your chance to do something about it.

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22,715 görüntüleme • 5 ay önce

I think David Sacks spells out the core issue/threat to SaaS companies here. It’s not that SaaS will be made obsolete and will disappear. Rather they risk becoming the legacy infrastructure layer of a higher level model like Claude Cowork, which limits their value capture.
1:33

I think David Sacks spells out the core issue/threat to SaaS companies here. It’s not that SaaS will be made obsolete and will disappear. Rather they risk becoming the legacy infrastructure layer of a higher level model like Claude Cowork, which limits their value capture.

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$NVDA CEO Jensen Huang says “software companies aren’t dead” because AI agents still need an application layer to process, orchestrate and turn tokens into real workflows He also highlighted $PLTR, $CRWD and $NOW as partners helping bring agents into production.
0:20

$NVDA CEO Jensen Huang says “software companies aren’t dead” because AI agents still need an application layer to process, orchestrate and turn tokens into real workflows He also highlighted $PLTR, $CRWD and $NOW as partners helping bring agents into production.

Shay Boloor

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There are five layers in the #AI architecture: the application layer, model layer, chip layer, infrastructure layer, and energy layer. India is working on all five layers and making good progress in each of them. On the application layer, India will probably be the supplier of services to the world - Union Minister Ashwini Vaishnaw at the WEF, speaking on India’s capabilities in AI-based solutions in services #WorldEconomicForum2026 #WEF26 #WEF2026
2:04

There are five layers in the #AI architecture: the application layer, model layer, chip layer, infrastructure layer, and energy layer. India is working on all five layers and making good progress in each of them. On the application layer, India will probably be the supplier of services to the world - Union Minister Ashwini Vaishnaw at the WEF, speaking on India’s capabilities in AI-based solutions in services #WorldEconomicForum2026 #WEF26 #WEF2026

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BREAKING: CEO of MongoDB “CJ” Desai (CJ Desai) says "Data is so back" "Data is the unsung hero, & data is back. You cannot create an AI application without a great data layer. Your AI application is as good as your data." Facts.
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BREAKING: CEO of MongoDB “CJ” Desai (CJ Desai) says "Data is so back" "Data is the unsung hero, & data is back. You cannot create an AI application without a great data layer. Your AI application is as good as your data." Facts.

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.delian on the AI startup economy: "Software's eating the world? It's ironic. Margins aren't what they seem. SaaS companies have high sales and marketing spend." "The publicly reported revenues of AI labs has now surpassed the entire publicly traded SaaS industry." "The free cash flow ends up with Oracle, Microsoft, Nvidia, and energy companies. The application layer captures none of the margins. It’s the hardware giants that win." "I find it fascinating that some AI companies have worse gross margins than a space factory company."
2:08

.delian on the AI startup economy: "Software's eating the world? It's ironic. Margins aren't what they seem. SaaS companies have high sales and marketing spend." "The publicly reported revenues of AI labs has now surpassed the entire publicly traded SaaS industry." "The free cash flow ends up with Oracle, Microsoft, Nvidia, and energy companies. The application layer captures none of the margins. It’s the hardware giants that win." "I find it fascinating that some AI companies have worse gross margins than a space factory company."

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Gavin Baker: "The Magnificent 7 ( Apple, Microsoft, Google, Amazon, NVIDIA, Meta, Tesla ) - today priced at $10-12 trillion, will for sure go to $50-100 trillion. But one or two of those companies will go extinct " this is him on which AI companies will survive, Elon Musk's predictions - and where the safest money will be made "Google, Meta, and xAI - the only foundation-model companies at the application layer that will have enterprise value in five years" when AI could surpass all of humanity: "Elon predicted three years - I think five years is a reasonably safe prediction." "There’s for sure FOMO. Our job as investors is not to give in to FOMO. If you gave in to FOMO in 2021, you went all in on crypto and application SaaS... Application SaaS, I think, is done." "The leading labs in America have very effectively weaponized fear of China moving ahead of America. So there’s going to be no regulation - for better or worse." bookmark & watch - read article below ↓
9:38

Gavin Baker: "The Magnificent 7 ( Apple, Microsoft, Google, Amazon, NVIDIA, Meta, Tesla ) - today priced at $10-12 trillion, will for sure go to $50-100 trillion. But one or two of those companies will go extinct " this is him on which AI companies will survive, Elon Musk's predictions - and where the safest money will be made "Google, Meta, and xAI - the only foundation-model companies at the application layer that will have enterprise value in five years" when AI could surpass all of humanity: "Elon predicted three years - I think five years is a reasonably safe prediction." "There’s for sure FOMO. Our job as investors is not to give in to FOMO. If you gave in to FOMO in 2021, you went all in on crypto and application SaaS... Application SaaS, I think, is done." "The leading labs in America have very effectively weaponized fear of China moving ahead of America. So there’s going to be no regulation - for better or worse." bookmark & watch - read article below ↓

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Convicted murderer Thabo Bester addresses the court, saying his application challenges the warrants issued against him. He argues that the main issue is whether he was held in lawful custody in Bloemfontein and that the question of his escape depends entirely on the validity of those warrants.
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Convicted murderer Thabo Bester addresses the court, saying his application challenges the warrants issued against him. He argues that the main issue is whether he was held in lawful custody in Bloemfontein and that the question of his escape depends entirely on the validity of those warrants.

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AI Czar David Sacks says American companies will learn efficiency techniques from China's DeepSeek AI model, but big AI data centers are still needed and scaling the biggest data centers is still an advantage
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JUST IN: $PLTR x $ZETA “Marketing is just the first application, our long term goal is to build an OPERATING SYSTEM based on Athena.” – David Steinberg, CEO, Zeta Global $ZETA
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JUST IN: $PLTR x $ZETA “Marketing is just the first application, our long term goal is to build an OPERATING SYSTEM based on Athena.” – David Steinberg, CEO, Zeta Global $ZETA

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$PLTR is one of the cleanest ways to play the AI cycle because it benefits from the entire infrastructure buildout without financing the data centers, chips, memory, power or networking underneath it. Palantir is also emerging as one of the biggest sovereign AI winners by building the control layer that determines what AI understands, which proprietary data it can access and what decisions or actions it can influence inside an organization. OpenAI and Anthropic create the intelligence while Palantir connects it to permissions, workflows and real operating systems where measurable economic value is produced.
1:00

$PLTR is one of the cleanest ways to play the AI cycle because it benefits from the entire infrastructure buildout without financing the data centers, chips, memory, power or networking underneath it. Palantir is also emerging as one of the biggest sovereign AI winners by building the control layer that determines what AI understands, which proprietary data it can access and what decisions or actions it can influence inside an organization. OpenAI and Anthropic create the intelligence while Palantir connects it to permissions, workflows and real operating systems where measurable economic value is produced.

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Cathie Wood says the most profound application of AI is healthcare ... not self driving Curing disease is turning into one of the best businesses in the world
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Cathie Wood says the most profound application of AI is healthcare ... not self driving Curing disease is turning into one of the best businesses in the world

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