I have a lack of faith in Open

I have a lack of faith in Openai, and believe they will struggle to ipo with a bang. At work, the whispers are going around the Claude is simply better and that Chatgpt is coasting on being the bigger name and the first big player.
But results will gradually speak for itself, as corporate users become the market that these AI companies fight for.
Aside from that, there is the constant need to keep ahead of the competition, whether by buying the newest Nvda chips and further eating away at profits, or looking to improve the model (and paying the engineers? Or do they trust their AI to code its future iteration [Thinking]).
Then there is the spending on energy to run data centres, to produce the results requested by users. And that part has been hit hard by the Usa Iran conflict, so is there any serious viability in the short, medium and maybe long term, apart from investor hype?

Palantir Plunges to $130: Software Death Spiral Accelerates?

Palantir tumbled 7.30% to $130.49, extending a two-day loss of over 13% as Michael Burry's thesis that Anthropic is eroding Palantir's competitive edge continues to drive capital outflows. Fears over deteriorating AI government contract competition show no sign of abating, with $130 serving as a critical round-number support. If Q1 earnings deliver solid government-segment revenue, can it definitively neutralize Burry's bear case — and is $130 a buy or a sell right now?

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