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Private markets are where investors make truly astronomical returns. Perplexity Computer took this scenario of Peter Thiel putting $500K into Facebook at the seed round and created a detailed model of all of the price changes including dilution. The result? ~$89.2B. That’s over 178,000x across 21 years. Bitcoin who?...

43,739 Aufrufe • vor 5 Monaten •via X (Twitter)

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I just built one of the greatest insider buying tracker tools of all time with Perplexity Computer. I wanted to find out one question: Which stocks actually have a high correlation of share price appreciation and insider buying? What Perplexity Computer built to answer this was truly amazing. Here's what it did: It pulled 1,301 real SEC Form 4 insider purchases across 184 S&P 500 stocks over the last 5 years. Then it tracked what happened to each stock AFTER insiders bought, measuring forward returns, win rates, and purchase frequency. It combined all of that into a single "Alpha Score" that ranks every stock by how reliably it goes up after insiders buy. The results? $COIN: 100% win rate. +187% average return after insider buys. $ET: 100% win rate. 52 purchases. $514M in total insider buying. $VST, $LUV, $CAT, $LLY, all 100% win rates. 73% of ALL insider purchases across the S&P 500 led to share price gains. But it didn't stop there. It also built: - A live purchase feed tracking every new SEC filing - Cluster buy detection (multiple insiders buying the same stock within 14 days) - A sector heatmap showing where insiders are putting their money - Top conviction buys (Berkshire's $2.1B OXY position, Musk's $1B TSLA buy) The whole thing looks like a Bloomberg terminal. Dark theme. Real time data. Fully interactive. I didn't write a single line of code. I just told Perplexity Computer what I wanted, and it researched the data, ran the analysis, and built the entire dashboard from scratch. This is the future of building things with AI. The best part was that it created a proprietary "Alpha Score" for every stock. This was a composite ranking from 0 to 100 that weighs four factors: 1. How often insiders bought (frequency) 2. How much money they put in (total value) 3. What percentage of buys led to gains (win rate) 4. How big those gains were (average forward return) The higher the Alpha Score, the stronger the correlation between insider buying and share price appreciation. It revealed insights you would've never expected. The energy sector ended up having the highest Alpha Score, meaning insiders buying energy stocks is very correlated with energy stocks surging. I have paid for data on insider buying in the past. I literally built a better tool with Perplexity Computer than the insider buying tools I have been using for the last 3 years.

Dividendology

184,157 Aufrufe • vor 5 Monaten

Peter Thiel: "The value is never a premium on the past. It's always a discount to the future." Most founders walk into a fundraising negotiation anchored to the wrong number. They point to the last round, list everything built since then, and argue for a premium on that progress. Investors push back. The whole conversation becomes a fight over the past. Thiel thinks this framing is conceptually completely wrong. Investors aren't buying your history. They're buying your trajectory. And the moment you understand that, your entire approach to pitching valuation changes. "The way I always think one should try to pitch a company or the value of a company is by explaining why it will be worth a lot more in the future. The investors are getting to invest at a point that's a lot cheaper than it will be for the share price a year, two, three years from now." He learned this firsthand at PayPal. In late 1999, PayPal closed a round at $45 million. Three months later, they raised again at a $500 million valuation. A 5x jump in a single quarter. The obvious question: how do you convince anyone to accept that? "The way we presented the round was: this is going to be the last round before the IPO." That single reframe changed everything. Investors stopped looking backward and started looking forward. "It doesn't matter what happened three months ago. You're getting in at a discount to the IPO." The founder who can paint a compelling picture of where the company is going will always negotiate from a stronger position than one defending where it's been.

Big Brain Business

17,915 Aufrufe • vor 4 Monaten

🚨PERPLEXITY JUST LAUNCHED SOMETHING THAT MAKES EVERY OTHER AI PRODUCT LOOK LIKE A TOY.. AND NOBODY IS TALKING ABOUT IT.. They built a Personal Computer.. Not an app.. Not a chatbot.. A full digital worker that runs 24/7 on a Mac mini even while you sleep.. You press both command keys.. And it wakes up.. Ready to work.. But here's where it gets insane.. This thing doesn't run on one AI model.. It runs on 19 of them.. At the same time.. It uses Claude Opus for complex reasoning.. Gemini 3.1 Pro for deep research with a 2 million token context window.. Nano Banana Pro for 4K images.. Grok for fast tasks.. It doesn't just pick one model and hope for the best.. It reads your task.. Breaks it into subtasks.. And routes each one to whichever model is best at that specific thing.. All running in parallel.. While ChatGPT is still thinking about your first question.. Perplexity has already split your project into 6 pieces and assigned each one to a different AI.. And here's the part that should worry OpenAI.. Perplexity hallucinates at 3.3%.. ChatGPT hallucinates at 12%.. Claude at 15%.. It's not even close.. Because Perplexity is built differently.. Every other AI tries to remember facts.. Perplexity searches for them first.. It's structurally forced to cite live sources before it's even allowed to generate a response.. OpenAI Operator launched with a 32.6% success rate on computer-use tasks.. People called it "the world's most anxious intern" because it pauses every 5 seconds to ask if it's doing the right thing.. Perplexity runs multi-hour and multi-day workflows independently.. Only interrupts you when it hits a decision that actually matters.. You can start a task from your iPhone on the train.. And it executes on your Mac mini at home.. The economics are wild too.. Internal studies show it saved teams an average of $1.6 million in labor costs.. Performing 3.25 years of work in four weeks.. And unlike every other AI company.. Perplexity dropped ads entirely.. They charge $200 a month because they said they're in the "accuracy business".. Not the advertising business.. They even launched a $42.5 million publisher program to pay media partners when their content gets cited.. While OpenAI is getting sued by every newspaper on earth.. Google and OpenAI want you locked into their ecosystem.. If a better model comes out tomorrow you're stuck.. Perplexity just updates its routing matrix.. You get the best model on earth automatically.. No switching.. No migrations.. No friction.. This isn't an AI assistant anymore.. This is the first real AI employee.. And it costs $200 a month.

Evan Luthra

1,097,438 Aufrufe • vor 3 Monaten

Perplexity CEO Aravind Srinivas on the brutal truth about who actually makes money in AI (and why it's not who you think): Aravind argues that the real value in AI comes from orchestration. He points to products like Codex, Claude Code, and Perplexity Computer: "What is that? It's an orchestration system. It takes a model, pairs it with an agent harness." And what is an agent harness? "The simplest way of describing it is like rules for how the agent loop should run. What are all the skills and sub-agents and connectors and tools it accesses? Without the harness, you don't necessarily capture and convert the intrinsic intelligence in the model into valuable output tokens." This leads to a blunt conclusion about who has a real business in AI, and who doesn't: "If you're literally just a reseller of model tokens, you have no business, because the model will get commoditized. So even if you're a model builder, you don't have a business. As an infra layer, you have some business on serving those output tokens. But as an application layer or model builder, you don't really have a business if you're just a reseller of tokens that come directly out of the model." So where does the value accrue? "You have a business if you know how to take the model, ground it in valuable context, orchestrate it with a really good agent harness, connected to the right set of tools and connectors (whether it's personal connectors or business connectors) and provide the experience to people in one single unified system." Aravind Srinivas then explains Perplexity's specific edge: Beyond orchestrating across tools, files, and connectors, they also orchestrate across models. "That is the differentiation that Anthropic and OpenAI cannot claim, because you wouldn't find GPT-5 inside the Claude Code harness. You wouldn't find Claude Opus inside the Codex harness. These are competing with each other. Whereas you would find both these models inside Perplexity Computer." Why does this matter? Because it all comes down to power. In Aravind's framing, the fundamental cost driver in AI is watts (the one input nobody can subsidize except the government). "Whoever provides the most valuable output tokens with the least amount of power expended to produce them generates the greatest value to the end user, has the most pricing power, has the most value. That is the orchestration problem to solve." His conclusion: "The one single most important metric in AI is token value per watt per user."

Big Brain AI

40,092 Aufrufe • vor 4 Tagen

MIND BLOWING 🤯 Patrick Wood connects J.D. Vance, Don Trump Jr., Charlie Kirk, and Peter Thiel via the 1789 capital firm. The firm's first investment? Tucker Carlson. Howse: "What do you think the goal and objective is of these folks? ...Technocracy?" Wood: "Absolutely." This clip of Patrick Wood (Patrick Wood), an economic and market forecaster, speaker, and author of Technocracy Rising: The Trojan Horse of Global Transformation and Technocracy: The Hard Road to World Order, is taken from an interview with Brannon Howse (Brannon Howse) posted to YouTube on November 7, 2025. Note that Wood says that "We see Peter Thiel in everything going back at least 25 years, starting with the PayPal mafia. And now he's just everywhere you look. And all of a sudden he shows up here in this story where he's with J.D. Vance and Tucker Carlson and Charlie Kirk, et cetera, et cetera, et cetera. He's everywhere, it seems like. And this is not a mistake for sure." ----------------Partial transcription of clip--------------- Wood: "This is so deep at this point. I'm still kind of figuring out where all of these connections are. But we see John Don Jr. JD Vance, Charlie Kirk, Tucker Carlson." Howse: "Wait a minute. Charlie Kirk was at this meeting? Wood: "Not exactly, but he was one of the first investors in the 1789 capital firm." Howse: "Was he really?" Wood: "Yes, he was. [And] this basically kind of debunks the idea that, he had a brush-in with Peter Thiel when he was in college, or before he went to college." Howse: "And you're, talking about JD Vance now?" Wood: "No, I'm talking about Charlie Kirk. Okay. Ch— Charlie Kirk, applied for a grant from Peter Thiel. He didn't get it, but nevertheless he was there, okay? When he was under 20 years old. So I would have dismissed that. Okay, he did it, he lost, and he didn't get anywhere. But now it comes out there was a relationship all along with Peter thiel because the 1789 capital fund included Peter Thiel as well. He's one of the architects of it, if you will. And he was a friend of all these people, including J.D. Vance. And of course J.D. Vance is his protege. But now it appears that Charlie Kirk knew exactly what he was doing with Peter Thiel and he dumped a lot of money into the 1789 capital fund." Howse: "And you have that documented?" Wood: "Yep. Well, it's in this doc. It's in this article. It said plainly, says he, he was one of the first investors." Howse: "And what was the— What is the goal of this organization that you say he and others were investing in?" Wood: "Well, this was, this is a venture capital company and you know, they invest in companies. Like the first investment they made was to fund What was Carlson's network? TCN, I think it was, right? ...That was their first investment. So their idea was to invest in non-Woke companies and that included I guess, TCN, that was the first thing they put money into. But they've invested in other companies since. So it's been very profitable for the people who did this. And now we see that Omeed Malik. Malik Perhaps, he's the CEO of 1789 Capital." Howse: "Let me go back to the article. It says, the impact of Rockbridge and Super PACS on the 2024 election is not well understood. Rockbridge's affiliated Super PAC. Turnout for America was one of a handful of groups that canvassed swing states on behalf of the Trump campaign, including Charlie Kirk's Turning Point Action. Turnout for America spent 34.5 million on the 2024 cycle, according to FCC records. Far less than the 261 million from Elon Musk and America's PAC. So what you're seeing is they worked very hard to get Donald Trump elected. Is this why we're seeing Donald Trump go so big with the Tech Bros?" Wood: "Apparently so. It seems. You know, it seems like this whole— This whole thing was architected by Peter Thiel in the first place. We document this in our book the Final Betrayal. We write a lot about Peter Thiel and documenting exactly where he came from, how he's done all this stuff, how he strategized. He's a master strategist for sure. But he was. We see Peter Thiel in everything going back at least 25 years, starting with the PayPal mafia. And now he's just everywhere you look. And all of a sudden he shows up here in this story where, where he's with J.D. Vance and Tucker Carlson and Charlie Kirk, et cetera, et cetera, et cetera. He's everywhere, it seems like. And, this is not a mistake for sure." Howse: "So what do you think the goal and objective is of these folks? Is it just technocracy?" Wood: "Absolutely. Absolutely. So these people, they're. Well, they're one column for sure. There's other people who want to take over the country as well and take over the world. Like the old song says, everybody wants to take over the world." Howse: "Do you think it's possible that Charlie Kirk got into this and saw what was going on, was about to blow the whistle on any of this?" Wood: "This is a good possibility. I wouldn't say that outright, but I think I'm, I'm thinking it, Okay?"

Sense Receptor

26,055 Aufrufe • vor 8 Monaten

In 1901, divers pulled a lump of corroded bronze out of a two thousand year old shipwreck. It took the next century to understand what it was, and the answer broke the timeline of human history. It's called the Antikythera Mechanism, and it is the oldest known computer on earth. It was built by the ancient Greeks, around 100 BC, and it should not exist. Nothing else of its sophistication would appear anywhere in the world for more than a thousand years after it... It was found by sponge divers off the Greek island of Antikythera, in the wreck of a trading ship that had sunk in the first century BC, surrounded by bronze statues and pottery. The corroded fragments looked like nothing at first, and sat largely ignored in a museum in Athens. Only over the following decades, and especially with modern X-ray and CT scanning in our own century, did researchers finally see inside it. What they found was a machine. Behind its bronze face was a system of at least thirty interlocking precision gears, cut and arranged with a sophistication that would not be matched until the geared astronomical clocks of medieval Europe, well over a thousand years later. It was, in the words of the team that studied it, a mechanical computer that worked by turning astronomical theory into bronze... And it did extraordinary things. You turned a hand crank on the side, and the mechanism calculated the positions of the sun, the moon, and the five planets the Greeks knew. It tracked the phases of the moon. It predicted solar and lunar eclipses years in advance. It even displayed the four-year cycle of the ancient Olympic Games. A person standing in the ancient world could set this device to a date and watch the heavens be calculated in front of them, by gears, by hand. Roughly a third of the original survives, in 82 corroded fragments. We still do not know who designed it, or how a civilization without anything resembling industrial machinery achieved this level of precision engineering. What is certain is that it was not a one-off accident. A device this refined implies a tradition behind it, generations of knowledge and earlier attempts that have been lost completely. The Antikythera Mechanism is proof of how much the ancient world knew, and how much of what human beings have achieved has simply vanished without a trace, leaving us to stumble on a single piece of it at the bottom of the sea...

James Lucas

246,486 Aufrufe • vor 1 Monat

Paypal co-founder Peter Thiel offers a contrarian view on mastery: the best founders aren't specialists, they're polymaths who understand how everything connects. After 14 years on the Facebook board, Thiel has watched Mark Zuckerberg up close. And he's noticed something that cuts against conventional wisdom about what it takes to build something great. "I think that one kind of perspective for a lot of the world-class entrepreneurs is they're not specialists. They're something close to polymaths." Thiel uses Zuckerberg as his prime example: "If you have a conversation with Mark Zuckerberg, he'd be able to speak with a surprising amount of understanding about a lot of things. He could talk about the details of the Facebook product, the psychology of social media, the way the culture is shifting, the management of the company, and how this fits into the bigger history of technology." This stands in stark contrast to how academia frames expertise: "Whereas the sort of academic view is often that you're like a narrow expert on one thing and that's what you do and what it is about. It's much more this polymath-like intellect who understands all these different things." Peter Thiel reflects on what this has looked like at the board level: "The kinds of board conversations we've had over the last 13, 14 years, it's just been this crazy range." The takeaway: world-class founders don't just go deep in one area. They think across product, psychology, culture, management, and technology history, and they see how it all connects.

Big Brain Business

69,444 Aufrufe • vor 3 Monaten