“They're six months behind on the model, and they're twenty four months behind on the silicon, yet they're only a few months behind in total. So what game are we playing? This is insane.”
Palihapitiya predicts that as AI model costs equalize, independent control plane providers will emerge as the next competitive layer.
“As model costs converge, the next likely step will be the use of independent 3rd party harnesses/control planes (8090 Software Factory, Palantir, Nous’ Hermes etc),”
Palihapitiya describes Bissell as 150-year-old Michigan manufacturer competing globally on productivity
“Bissell is a 150 year old American family owned business based in Grand Rapids, Michigan. It’s a multi billion dollar manufacturing business who has revenue streams around the world and has to compete against tough competition from China everywhere so productivity, speed, and https://t.co/vSlLBSTxH0”
Palihapitiya argues NVIDIA's Hugging Face deal will force major tech companies to compete across entire AI stack.
“And at the same time, what you're gonna do is actually create more rational competition up and down the stack. And I mentioned this last week. Everybody is becoming everything. NVIDIA will look like Amazon.”