Palantir's Sovereign AI Is Exactly What Bursts The AI Bubble
· seekingalpha.com
Palantir AIS powers sovereign AI, pressuring hyperscalers as token prices fall and S&P 500 hits Shiller PE 42.2.
The AI bubble burst is unfolding because the hyerscalers' business model is collapsing - they are investing in datacenters designed for expensive closed-weight ...