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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.

Shay Boloor

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75,087 views • 4 months ago •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?”

$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?”

amit

202,901 views • 4 months ago

🇸🇦🇺🇸 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

🇸🇦🇺🇸 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

Mario Nawfal

123,179 views • 1 year ago

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

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

Tannor Manson

20,545 views • 11 days ago

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.

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.

Action Model

22,362 views • 3 months ago

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.

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.

Steve Hou

96,885 views • 6 months ago

$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.

$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

238,574 views • 2 months ago

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

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

PIB India

18,676 views • 7 months ago

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.

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.

Molly O’Shea

23,470 views • 1 month ago

As NO one made an application to be born by those parents, or tribe or race, is the same way we gay people didn't make an application to be Gay.

As NO one made an application to be born by those parents, or tribe or race, is the same way we gay people didn't make an application to be Gay.

COLOURED VOICE 🏳️‍🌈 Truth to LGBTQ.

14,176 views • 1 year ago

.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."

.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."

TBPN

88,544 views • 1 year ago

.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." From his appearance on the show in August.

.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." From his appearance on the show in August.

TBPN

63,709 views • 9 months ago

Man says applying for EBT card is the most difficult application. “The application process for an EBT card is more hard than any other application ever … because with EBT you’ve got to fill out one pamphlet that is as big as a Harry Potter book.”

Man says applying for EBT card is the most difficult application. “The application process for an EBT card is more hard than any other application ever … because with EBT you’ve got to fill out one pamphlet that is as big as a Harry Potter book.”

EBT of TikTok

54,654 views • 8 months ago

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

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

Tsarathustra

360,750 views • 1 year ago

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.

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.

MDN NEWS

174,912 views • 5 months ago

#1 David Sacks breaks down how the safety layer of 'ChatGPT is a Democrat': "There is mounting evidence OpenAI's safety layer is very biased... If you thought trust and safety were bad under Vijaya or Yoel, wait until the AI does it." David Sacks @amuse

#1 David Sacks breaks down how the safety layer of 'ChatGPT is a Democrat': "There is mounting evidence OpenAI's safety layer is very biased... If you thought trust and safety were bad under Vijaya or Yoel, wait until the AI does it." David Sacks @amuse

KanekoaTheGreat

15,950,636 views • 3 years ago

$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.

$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.

Shay Boloor

200,100 views • 17 days ago

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

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

Ark Invest Tracker

36,382 views • 8 months ago

Don't talk directly to a model. You can make your application 10x more flexible by simply adding one intermediate layer between your code and the model. This is the simplest trick you can use to improve the architecture of whatever you are building.

Don't talk directly to a model. You can make your application 10x more flexible by simply adding one intermediate layer between your code and the model. This is the simplest trick you can use to improve the architecture of whatever you are building.

Santiago

88,884 views • 4 months ago