L

.

[L @FallsSilver2]

@arny_trezzi @felixprehn @amitisinvesting @em013L Hi Arni - I don’t you follow Felix. He would be a great guest on one of your shows on palentir. He has great insights and loves palentir and the ecosystem. Thanks for your articles!

[L @FallsSilver2]

@iamtomnash I’m looking forward to learning about the new use cases by vertical at AIPcon. The more unique use cases the more opportunity Palantir will have to scale in each vertical.

[L @FallsSilver2]

@amitisinvesting @amitisinvesting - one of key
Points in the TWG announcement is the expertise and track record TWG will bring to new Palantir deployments. See Drew Cukor’s background at JPM and Project Maven.

[Ole Lehmann @itsolelehmann]

Anthropic just released the largest study ever done on AI's impact on jobs.

3 million conversations analyzed.
12 industries tracked.
1 stunning conclusion:

The gap between AI-enhanced workers and regular workers is about to explode.

Let's dive into the fascinating data 🧵:

[L @FallsSilver2]

@sachinvats @TradexWhisperer Great summary

[L @FallsSilver2]

@iamtomnash Nice summary Tom. Looking forward to your insights tomorrow

[L @FallsSilver2]

@TradexWhisperer Thanks
For sharing! Great read

[Startup Archive @StartupArchive_]

Former Google CEO Eric Schmidt’s #1 piece of advice for startups building in the age of AI

“I am struck by the speed with which you can build demonstrations of new ideas.”

Eric shares that in a recent hackathon he was a part of, the winning team used AI to generate Python code that was able to fly a drone in a simulator.

“It would have taken a week or two for good professional programmers to do that.”

He advises founders:

“If you can't get your prototype built in a day using these various tools, you need to think about that, because that's what your competitor is doing… My biggest advice is when you start thinking about a company: it's very important to prototype your idea using these tools as quickly as you can. Because you can be sure there's another person doing exactly that same thing in another company, in another university, in a place that you've never been.”

[L @FallsSilver2]

@AfonsoEV_ A lot of false promises weakens confidence

[L @FallsSilver2]

@alc2022 Who wrote this article you posted?

[MindBranches @MindBranches]

“The IT department of every company is going to be the HR department of AI agents in the future.” ~ Jensen Huang (NVIDIA CEO)

[L @FallsSilver2]

@amitisinvesting Thanks for your insights and analysis on both of these stocks! Has been fun to learn with you

[L @FallsSilver2]

@chinacarstravel @5littlebass …Number 9 on list. “Nio will once again fail to deliver and fall slightly short. Nio’s profitability will, however, be greatly improved thanks to the Nio ET9”

2025 goal for $NIO. Meet / exceed expectations. Change industry/Analyst
Perceptions

[L @FallsSilver2]

@Klp168 NIO should add infomercials in NIO PSS at each Charging Pile location to educate non-NIO owners on the benefits of Swap and battery degradation. Over time - this activity should help conversion

[L @FallsSilver2]

@Klp168 And since $NIO doesn’t communicate the profitability of the entire PSS network — readers will learn via charts how over time this PSS network will eventually be profitable with more #NIo #onvo cars sold

[L @FallsSilver2]

@Klp168 Chris - would be good to add the total number of NIO/ONVO cars in circulation to make the point thst the number of new NIO cars sold is accelerating the PSS usage.

[The AI Investor @The_AI_Investor]

"A new type of data center, Al factories, is expanding the data center footprint to $2T and beyond in the coming years."

A five-year refreshment cycle represents a $400 billion per year opportunity. $NVDA

[L @FallsSilver2]

@em013L @DivesTech The opportunity for $PLTR is as the foundational data model at every enterprise company in the US -
For multiple AI use cases - it’s not
80 but a number much larger. As AI adoption will take years to build out

[L @FallsSilver2]

@em013L Once prospects understand what the solution can do and are given help
To build a demonstrable use
Case with ROI - they become “your champion” to expand the single
Use case to multiple use
Cases within the organization.

This is what @DivesTech is saying.