The Next NVIDIA is Palantir (Here's Why)
Summary
TLDRThe video script discusses Palantir's potential for a 500% growth by 2030, positioning it alongside elite stocks like Nvidia and Tesla. It emphasizes Palantir's unique AI software, which integrates with large language models to transform enterprise operations, making real-time decisions with massive datasets. The speaker argues that while the market focuses on AI hardware, Palantir's software offers a quasi-monopoly in the next phase of the AI revolution, with a significant growth potential that most investors are overlooking.
Takeaways
- 📈 Piler's stock has seen significant growth, up 50% year-to-date and 70% over the past 12 months, with a prediction of another 500% increase by 2030.
- 🚀 The speaker believes Piler will join the ranks of elite stocks like Nvidia and Tesla, suggesting it's on the verge of making history.
- 🤖 An analogy is made between Piler and a large language model, emphasizing its rapid development and transformative impact on businesses.
- 💡 Piler's ontology is described as a tool that integrates the raw resource of a large language model with the logic of a business, creating quantifiable, transformational value.
- 💰 Despite impressive numbers, some investors are concerned about Piler's forward P/E ratio compared to Nvidia's, but the argument is made that Piler is still growing into its valuation.
- 🔄 The script highlights that Nvidia is in the midst of an AI hardware cycle, while Piler is positioned to dominate the next phase of the AI revolution in software.
- 🛠️ The importance of software in the AI ecosystem is underscored, with Piler's AIP (Artificial Intelligence Platform) being the key differentiator in operating and enhancing business efficiency.
- 🏆 Piler's strategy is compared to Tesla's, moving from serving Fortune 500 companies to democratizing AI for broader use, similar to Tesla's transition from Model S to Model 3.
- 📊 The script suggests that while the hardware trend is currently popular, Piler's focus on software and AIP will give it a quasi-monopoly in the next phase of AI development.
- 💡 The potential for Piler's AIP to transform business operations is illustrated with examples of how it can quickly analyze massive data sets and make real-time decisions.
- 📚 The speaker encourages those who don't understand Piler's value to watch in-depth explanations on the company's YouTube channel, featuring client testimonials.
Q & A
What is the current performance of Piler's stock in the past year and 12 months?
-Piler's stock has increased by 50% year-to-date and by 70% over the past 12 months.
What is the projected growth for Piler by 2030 according to the video?
-The video suggests that Piler is expected to grow by approximately 500% by 2030.
Why does the speaker believe that most market participants will miss the opportunity with Piler?
-The speaker believes most market participants will miss the opportunity with Piler because they do not understand the true potential of the company and its technology until it is too late.
What is the significance of a large language model (LLM) in the context of the video?
-In the video, a large language model is described as a tool that can take the raw resource of new knowledge and integrate it into the precise organization of a business's logic, creating quantifiable, transformational value.
How does the speaker compare Piler to Nvidia and Tesla?
-The speaker compares Piler to Nvidia and Tesla by suggesting that Piler is on track to join these elite stocks and make history, implying that it has the potential to be as transformative and successful as these companies.
What is the speaker's view on Piler's current valuation and its future growth?
-The speaker believes that Piler is still growing into its valuation and has not yet reached its full profit potential, drawing a parallel with Tesla's growth trajectory.
What is the significance of Piler's position in the software sector of the AI revolution according to the video?
-The video suggests that Piler has positioned itself as a quasi-monopolistic element in the software sector, which is the next phase of the AI revolution, indicating that it is well-placed to lead and benefit from this shift.
Why does the speaker argue that the current focus on hardware is a potential oversight?
-The speaker argues that while the current focus is on hardware, the next phase is the software side, which is equally important for running AI effectively in businesses.
What is the strategy that Piler has adopted to expand its customer base, as mentioned in the video?
-Piler has adopted a strategy similar to Tesla's, starting with a premium product for Fortune 500 companies and then expanding downwards to democratize and broaden its customer base.
How does the speaker describe the impact of Piler's AI Product (AIP) on businesses?
-The speaker describes Piler's AIP as a game-changer that can transform a business's operations by integrating an LLM into a software that operates the entire business, allowing for real-time decision-making and implementation.
What is the speaker's perspective on the market's current understanding of Piler's value?
-The speaker believes that the market is not fully appreciating Piler's value, as most investors do not understand the special nature of AIP and its potential to revolutionize business operations.
Outlines
🚀 Palante's Potential for Explosive Growth
The video script introduces Palante, a company with a significant year-to-date and 12-month growth, suggesting a potential 500% increase by 2030. It positions Palante to join elite stocks like Nvidia and Tesla, emphasizing that most investors may miss this opportunity due to a lack of understanding of Palante's true potential. The script discusses the company's ontology and large language model, which is rapidly changing business operations, and argues that Palante is undervalued compared to Nvidia, with a focus on the software side of the AI revolution, where it could become a quasi-monopolistic entity.
🛠️ The Transformative Power of AI and Palante's Unique Position
This paragraph delves into the specifics of what makes Palante special, particularly its AI-powered operating system that integrates with a company's business logic to make real-time decisions. It contrasts Palante's AI with general AI models like chat GPT, which do not offer the same level of business integration and operational efficiency. The script explains how Palante's AI can quickly analyze massive datasets to provide actionable insights and decisions that would traditionally take weeks or months. It also discusses the company's strategy of democratizing AI for businesses of all sizes, similar to Tesla's approach to the automotive market, and suggests that Palante is currently undervalued and poised for significant growth as the AI software sector heats up.
Mindmap
Keywords
💡Piler
💡Year-to-date
💡Ontology
💡Large Language Model (LLM)
💡Enterprise
💡Forward P/E
💡AI Revolution
💡Quasi Monopolistic
💡AIP (Artificial Intelligence Platform)
💡Democratizing
💡Capex
💡Real-time Decision Making
Highlights
Piler's stock has risen 50% year-to-date and 70% over the past 12 months, with a prediction of another 500% growth by 2030.
Piler is set to join elite stocks like Nvidia and Tesla, potentially making history in the market.
Most market participants may miss the opportunity to understand Piler's true potential due to its rapid growth and large language model.
Piler's ontology and large language model are key to transforming enterprise value and efficiency.
Piler's forward P/E ratio of 61 is compared to Nvidia's 35, indicating potential for growth as it matures into its valuation.
Nvidia is leading the hardware AI cycle, while Piler is positioned as a quasi-monopolistic element in the software sector of the AI revolution.
Investors are currently favoring hardware trends, overlooking the upcoming significance of software and operating systems for AI.
Piler's focus on software and operating systems positions it to be the leader in the next phase of AI, similar to Nvidia's current position in hardware.
Piler's AIP (Artificial Intelligence Platform) is a game-changer, offering a significant advantage over competitors who do not utilize it.
Piler's strategy mirrors Tesla's approach, starting with premium products and expanding to a broader customer base.
AIP boot camps are introducing businesses to the transformative potential of Piler's software, with successful outcomes like rapid prototype launches.
The market may have already priced in much of the hardware side's upside, with the next opportunity lying in the software utilization of these technologies.
Piler's AIP can integrate with a company's existing data and operations, providing real-time decision-making capabilities that were previously time-consuming.
Piler's AIP software can take a company from concept to a working product in as little as 10 hours, significantly reducing time to market.
Customers have reported that Piler's AIP has allowed them to automate and optimize processes, delivering value to customers more efficiently.
Piler's AIP offers customizable solutions that can be adapted to fit the unique needs of various businesses.
The competitive advantage provided by Piler's AIP is creating a market frenzy, as businesses seek to avoid being left behind.
Piler's market cap and growth potential suggest a significant opportunity for investors who understand the value of its AI software.
Investors who are not familiar with Piler's offerings may miss out on the potential for substantial returns as the company's value is realized.
Transcripts
you know piler is up 50% year-to date
it's up 70% over the past 12 months and
yet as I'm about to show you in this
video pener is going to do another 500%
give or take a few percentage points by
2030 it's about to make history it's
about to join Elite stocks like Nvidia
and like Tesla and the crazy part about
this is that most Market participants
are going to miss this opportunity most
investors are not going to understand
the true potential of until it is too
late our anology and a large language
model and this works very very quickly
and it is substantially changing the
health and vitality of every business
here for for people just looking at this
what does it mean for paler it means we
are sitting on the only thing that
actually creates a quantifiable
transformational value in an Enterprise
I can tell you how an ontology works
it's actually quite simple you have the
logic of the business you including the
security logic of the business and you
have some something that is approximates
new knowledge in a new form called a
large language model and it allows you
to take the value of the new form the
raw resource of a large language model
and put it into a precise organization
in the logic of the business now that's
the bottom line of today's video if
you're in a hurry you got it you can
leave I honestly have no issues with
that so don't click nothing don't smash
nothing don't buy nothing let's talk
about pener now despite these phenomenal
numbers a lot of investors are worried
because they're looking at the forward P
of paler 61 they're looking at Nvidia at
35 and they're giving me the argument
which is kind of true which is you know
paler isn't worth double in Nidia and
I'm not saying it is I'm just saying two
things number one paler is still growing
into its valuation it hasn't fully gone
to its full profit potential because
remember what happened with Tesla Tesla
was at 200p 150p 100p it took a couple
years until it actually grew into its
valuation the same thing would happen
with paler the other thing is that
Nvidia is already mid cycled that
Hardware AI cycle has started Nvidia is
definitely leading that so the profits
are going up the cash flow is going up
everything is going up penter has set
itself up to be the quasim monopolistic
element in the software sector which is
the next phase of the AI Revolution and
once that volcano erupts you're going to
see the p ratio dropping down
significantly and at this point it's
trading at a premium because most smart
investors understand that and they're
willing to pay that extra premium
knowing that P is about to erupt now
everyone is chasing the hardware Trend
right now and I get it you know Nvidia
is the hottest thing in town but you
have to understand that the next phase
after the hardware after the capex after
everybody's upgraded is the software
side you can't just buy a great machine
a great server and a great llm but not
having a good operating software that
actually can run this and run this in a
way that makes your business more money
now a lot of people will miss this
because you see Nvidia actually needs
paler just like a good computer needs
good software a good llm model still
needs not just the hardware not just the
server it needs the operating system now
luckily for penter they have the best
product in town There's not even a close
second you can listen to some of these
AIP presentations in which customers are
talking about how this is a massive Game
Changer nobody else has now penter did
this switch when they went from a super
premium product for the Fortune 500
companies and they slowly coming down to
earth in which your business eventually
is going to use AIP that's the move
Tesla did with starting with the model S
and dropping all the way down to model 3
the same strategy is being utilized by
paler they're democratizing and
expanding the customer base what you're
seeing right now with the AIP boot camps
is just a start now right now all the
money is going into chips smci Nvidia
infrastructure capex the hardware side a
lot of that upside has already been
priced in by the stock market there's
still some upside there for sure but the
majority of it has been already taken
the next phase is actually using these
servers along with the appropriate llms
with the proper operating system with
the proper software this is AIP this is
paler this is the quas Monopoly palente
created by focusing on this when
everybody else were chasing after the
hardware and right now they're set up to
be the leader in this industry just like
Nvidia is in hardware and yet somehow
mid 2024 as this thing actually is
developing right in front of their nose
most investors fail to see this look
Nvidia is at $3 trillion market cap
rightfully so how much more is it going
to go up to $6 trillion fine that's 100%
on the other hand Palante is trading at
$50 billion market cap which is more
likely to 4X 5x 10x from this point on
is it more likely that Nvidia is going
to go to $30 trillion or is it more
likely that pil is going to go to $500
billion which is more likely and I
understand how this may get confusing to
some people because a lot of investors
are actually not that versed in what
paler does in fact most rated investors
just don't understand what is so special
about AIP and why it's a volcano waiting
to erupt and in this video I'm going to
try to quickly explain in very broad
terms what it is but if you actually
want to understand it in depth there is
hours of film on the penter YouTube
channel when you can watch AIP cons
where clients come in and explain
how AIP is being utilized in their
business and how it actually helps them
make money make better decisions and
actually get ahead of the competition
it's very very interesting it just
requires some time so for those who
complain about not understanding paler
go watch the videos first there's so
much material on it now I want to
quickly kind of explain how this thing
works imagine you're a big company you
have lots and lots of data let's say an
airline every flight generates 2 million
data points you have Warehouse you have
scheduling you have mainten main there's
a lot of things going on lots and lots
of data now you've decided to go AI like
everybody else rightfully so you've
bought the h20s you bought the servers
you've bought the llm but now you're
stuck with basically chat GPT this whole
thing doesn't really help you make
better decisions on time it doesn't help
you run your business it's basically a
text suggestion mechanism that just
makes your life a little bit more
complicated because you have to operate
that and still do the same things you
did yesterday with AIP within a couple
of days we can actually give you a
product that works based on your
business logic basically going from a
chat GPT style text and answers and
suggestions into an operating system
which is going to run your entire
business with all this massive data in
one single place that's going to allow
you to make decisions on the Fly within
seconds things that used to take you
weeks of board meetings suggestions
emails everything happens in real time
now the whole craziness about this is
that it takes paler 10 hours to come out
with a working product that is why boot
camps have been so successful and that's
why clients have been going goag over
this they come in and walk out within a
day with a working product an llm that's
integrated into a software that's
literally operating their business from
one single place allowing you to make
decisions on the Fly within seconds that
actually does things implements things
there's a lot of examples on AAP conent
how it's actually done but think about
it this way instead of going through
your board and sending emails and having
think tanks and joint sessions where you
kind of figure out what's the best way
to do the llm is actually going to find
the solution with the AIP software and
it's going to allow you to implement
that decision with a click of a button
that's going to save you time money
safety everything goes up Foundry and
AIP have been terrific for us we
actually launched the first prototype
within 45 days and that was just amazing
from my perspective so what what is it
that we're looking to do so we're
looking to move from a highly static
we're on a Model we score our database
we execute we waake six months to see
what happens and then we Cate a lot of
information we argue amongst ourselves
so Automation and optimization of how we
execute and then deliver that right
value to the customer in the right
moment on the scun screen you can see
inventory Trend with several categories
and get the specific date of shortage so
now you realize you need to take action
for example to reallocate inventory from
other factories then this application
give you a great support to simulate
inventory reallocation by adjusting
those kind of conditions on the
dashboard and they really customizable
it can be adaptable to your own business
if your competition does not use AIP if
they're still doing things the old way
they're going to be left in the dust
which basically starts a frenzy which is
what we're seeing right now everybody
wants one because if you don't have AIP
and your competitors obviously will have
it you are screwed and that creates the
same frenzy we're seeing with Nvidia
with the Quasi monopolistic pricing
power where Nvidia can charge pretty
much anything because everybody wants
one same thing with paler it's just not
priced in yet this changes everything
this changes the way you run your CRM
your MRP you're scheduling you
everything this is a huge change now in
2020 when this company went public I
told you hey bucks this is a steal we've
done 170% cents in four years and this
is just a start Vol is just getting
warmed up I'll see you in the next one
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