AI Giants: What's the Next Stage?
Hello everyone! Today i want to share some strategies from AI giants with you!
1
$NVIDIA(NVDA)$ has the “lowest cost per token in the world” which is really a claim about owning the economics of inference.
The company that delivers the most tokens per watt, per rack and per dollar is the one that captures the most demand and the best margins as AI scales.
2
$Hims & Hers Health Inc.(HIMS)$ CEO Andrew Dudum says some of the most defensible businesses in AI era are the ones rooted in real-world infrastructure & specialization.
Essentially saying that Hims is licensed care delivery, pharmacy fulfillment & physical healthcare infrastructure operating at scale.
3
Bill Ackman said one of the biggest edges in investing is being willing to underwrite a business 3-5 years out which is why he owns $Amazon.com(AMZN)$, $Meta Platforms, Inc.(META)$ & $Alphabet(GOOGL)$.
Volatility is the price you pay for long-term compounding when the market gives you the chance to buy value at a discount.
4
Chamath says the space economy will not end with launch but entire businesses will be built on top of the backbone SpaceX is creating.
That is why $Rocket Lab USA, Inc.(RKLB)$ matters as a builder of the infrastructure layer of space while $AST SpaceMobile, Inc.(ASTS)$ is targeting the connectivity layer.
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