Phil Hellmuth

speaker

427 appearances 3 recordings 2 series first heard Apr 2024 last heard 22 Nov

Phil Hellmuth’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 1 in all, peaking in Nov 2025 with 1.

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Palantir, because it's 100 to 1 sales, price to sales ratio, but he's going to also, you know, short Nvidia, et cetera, because of the depreciation.

What's your thoughts?

I know you've seen his comments.

Freiburg.

Very nicely done.

Thank you.

I think the most important point of what you said there is, Chamath, this is a new asset and it's a new space.

There might be some companies that are like, we're going to lose money on this and we're going to let you build, I don't know, Sora videos, right?

And that's just going to be a money loser for five years as we get...

chat GPT to 2 billion users.

We don't care about it.

And those machines are going to have 90% of their utilization in the first three years.

And then for the next seven years, it will be 10% of their value.

They'll be doing some small jobs in the background that won't be as important.

Accounting isn't built to do this kind of refined depreciation schedule.

Value to the consumer.

If you theoretically think about the value of that H100, what value did the users get out of it?

Well, the value today is like, I'm making goofy, sore videos that generate no revenue.

It's all money losing.

But down the road, that might actually be advertising.

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