A wonderful write-up! Thanks for sharing! One very important detail that you didn’t include is Peter Thiel as controlling shareholder. This company seems to be built under his exact blue-prints, making all the necessary sacrifices along the way, and not paying attention to the desires and expectations from “outside people” (short term traders). They are on a very interesting journey!
Antonio, me ha parecido un magnifico artículo. Lo acabo de leer por primera vez y sé que debo leerlo un par o tres de veces más para poder aprovecharlo. Interesante la comparación con Walmart (otra empresa a estudiar), IBM una trampa a no caer en ello, el planteamiento sobre los peligros internos existentes (importante). Un estudio cualitativo impecable y muy interesante (como en Meta). A ver si vuelves a animarte a hacer una presentación en youtube o en un canal en directo.
Hi Antonio, very insightful write-up. Loonshot ideas being bred or even just incubated by companies such as AMD is what investing in these companies is all about. You mentioned edge AI a few times and how chiplets are more efficient to handle pervasive AI especially at the edge. I was wondering if you’ve ever heard the term neuromorphic chips (from what I read, sounds like a new type of chiplet) which makes better “inferences” by filtering out more noise and with 2x less power consumption. Extremely important for battery operated devices! With your knowledge of AMD, do you know if they are working on such a thing? Should they be? Intel is working on one, but I believe ARM, together with their technological partner Brainchip LTD., has the only commercially available neuromorphic chip on the market so far. This may be the next loonshot idea for moving electrons efficiently. Would love your thoughts.
Regarding the thesis "People are really tired of being super positive in the face of adversity."
How did you consider an alternative rationale for where we are and the influence of media, particularly conservative media. Even prior to the onset of inflation and the Fed's change in rates and how that has reverberating thru the stock markets (i.e. markets were up, unemployment was low, wages were rising, covid was managed as best as possible (recognizing right leaning resistance/messaging)...all things that if Trump were in office would be touted/tweeted all day every day as positive signs in the market. Yet the tone now was/is "doomsday"...and again that was all before rising Fed rates, lowering stock market, pending recession. Why? People have been getting fed HEAVY doses from conservative media of "doom" when many of the same indicators a couple of years previously were evidence of a great economy. Just saying...
Outstanding deal value grew from 2.8B in 2020 to 3.8B in 2021, rate of 35%, consistent with their revenue growth rate. What numbers are you referring to?
While their revenue keeps growing nicely at their predicted 30+% rate, their outstanding deal value is not growing fast. That makes me wonder if they can really keep the growth up?
Thank you, Antonio. Very interesting and helps to fill in the gaps in understanding the prospects of the company
pretty deep dive, you should take a look codestrap for quick product tour of PTLR
Very good article about Palantir.
awesome! very good read. any updates on PLTR now in mid 2023?
Just came across this article. Was wondering if you could update it and include your thoughts on 1) How Palantir has become critical in Ukraine's fight for survival and what that means going forward and 2) how generative AI, LLM's etc will further improve their product offerings.
Thank you for your interest in Blackberry.
Subscription churn and implied GM on Hardware.
¿What about overheating problems with GoPro?
Why Everyone is Abandoning GoPro
clear concise and concrete deep dive Antonio
Gracias por revisar la tesis Antonio, veremos cómo implementan en 2023 los audiolibros, llegan un poco tarde respecto a Amazon….