Author: Ondrej Slunecko

Palantir earnings released within the past few days, revealing some positive progress, yet also concerning negative outlook for the future of the company. Today, I want to go over the most important principles I look at when computing success of the Palantir business model. Whilst the quarter, and the year, specifically from a financial perspective has been steady – if somewhat disappointing – the underlying business is chugging along nicely. Whilst there is limited exponentiality present this year, and specifically for the final quarter, the underlying business is steady. I believe that to compute success of an early stage company,…

There are a few noticeable points I want to analyse in regards to the shareholder letter for the company. One point of mention includes Karp’s opening statements of the letter, in which he restates his long term outlook for the company. “Our commitment to and relentless focus on the long term at times has required patience.” CEO, Alex Karp Fundamentally, as noted within the past, I do believe that the obsession from Wall Street and the majority of retail investors upon short term metrics and results is dangerous for true wealth generation capabilities. I have noted in the past that…

The integration of AI technology into various industries has the potential to greatly disrupt traditional systems and increase efficiency by allowing for faster input and output of information. This could lead to a significant increase in the value and productivity of individuals in the economy. There is also the possibility that the widespread adoption of AI tools could potentially disrupt and eventually reinforce capitalism as a societal system. The New Age The integration of AI technology in various industries could lead to cost reductions by automating certain tasks, but it could also potentially result in job loss for some workers.…

The hot debate about Tesla reached a new high when many new investors piled into the stock over the past 2 years. All these new faces are now underwater on their investment. And most are asking the question of whether they made a mistake. Is Tesla overvalued? Is it undervalued? Let’s put emotions aside and look at peers and data. How To Value Tesla? In the past, it was difficult to determine the value of TSLA because the company was not making a profit. Companies that are not yet profitable and are still growing are evaluated differently than those that…

When super-intelligent AI becomes a reality, access to this technology is likely to become the most valuable resource on the planet. With the ability to quickly and efficiently write code, generate marketing materials, and interface with various systems, a super-intelligent AI could potentially build a trillion-dollar company from a single prompt. It could write the code for the product, create the scripts and videos for advertisements, place the ads in front of the intended audience, and even facilitate transactions all on its own. The entity that controls and has access to this super intelligent AI tools would therefore have a…

In 2022, it was difficult for investors to find secure places to put their money. The Federal Reserve increased interest rates because of high levels of inflation, and there was also a conflict happening between Ukraine and Russia. The Nasdaq index, which is made up mostly of technology companies, ended the year with a loss of 33%. Palantir Technologies, a company whose stock value decreased by 64.74% in 2022, had nevertheless improved its business operations significantly. Looking Back Through PLTR 2022 Despite the stock taking a beating, Palantir has been very active throughout the year. Palantir achieved IL-6 Security Clearance.…

On November 30th, 2022, the world experienced a significant change with the release of ChatGPT (short for generative pre-trained transformer), a free artificial intelligence tool that allows anyone to have a conversation with a virtual robot. The platform gained a million users in just five days, setting a new record for the fastest growth of any platform. It took Facebook and Instagram two years to achieve widespread use, it took Pinterest four months. This rapid adoption of certain technologies has the potential to fundamentally alter capitalism and what it means for individuals. However, rather than fearing these changes, it is…

In Philip Pullman’s His Dark Materials trilogy, every person is accompanied by a daemon, an animal manifestation of their soul that is bound to them for life. These daemons provide companionship, support, and guidance to their human counterparts, and are an integral part of the lives of those in the series’ universe. (And similar concept can be found in the universe of Bartimaeus Sequence trilogy where having a djinni, or demon, as a servant and companion is a norm). For us, AI assistants might soon provide identical companions. In a similar vein, having an artificial intelligence (AI) assistant can be…

Peter Thiel was able to increase his wealth significantly, starting with just $2,000 in 1999 and eventually amassing a fortune of $7 billion by 2022 (and tax-free thanks to Peter Thiel Roth IRA strategy). In this article, we will examine the strategies and techniques he used to achieve this level of financial success and how you can apply these principles to build your own wealth from scratch, potentially even without paying taxes. Peter Thiel is widely recognized for his roles as a co-founder of PayPal and Palantir, but he has also made a number of other successful investments. One particularly…

Even though Jerome Powell is generally regarded as always being one step behind, first claiming inflation is transitory throughout 2021 and now playing catch-up with inflation and hiking rates at the fastest rate in modern history, Europe is in an even worse position. What happened with the most recent ECB Rate Hike? It took Cristina Lagarde til the end of July to even start with a modest 0.5% hike. Latest ECB Hike to 2.5% And now, after yesterday’s meeting (15th Dec 2022) the rates have been raised to 2.5%, while the inflation across Eurozone ranges anywhere from sub-10% (Spain, France,…