Helping digitally savvy six figure earner and seven figure business owners with deciphering market trends, to earn and grow passive income, BTech @IITDelhi
@jvisserlabs Jordi highlighting some good points. Data of Companies like Eli Lilly is much more valuable compared to an asset manager.
So obvious question is who will benefit most from AI on data layer and apps?
Most likely anything where you can create data to high margin product or IP
Not NVIDIA. Not OpenAI. Eli Lilly.
Jordi Visser (@jvisserlabs) says a 150-year-old pharma company in Indianapolis has the best shot at becoming the world's largest company within five years.
The case: ~1,000 NVIDIA Blackwell GPUs in a private data center, a co-innovation lab with Jensen Huang, an AlphaFold partnership via Isomorphic Labs, Toon Lab in Silicon Valley, and 150 years of proprietary metabolic disease data no general model can replicate.
That last moat is the one that matters. You cannot train your way to that dataset. Eli Lilly has it.
The investor gap: the stock is filed under healthcare. The thesis is AI application. That category mismatch is where the repricing happens.
The full breakdown on why $LLY is the AI trade the market hasn't priced: https://t.co/PYftzrateR
Source: Anthony Pompliano Podcast - https://t.co/juzZcMeM4V
Google is really good at this, by acting first theyโve basically ensured that others will follow (with worse outcomes) so that they donโt risk getting outspent