Palantir Updates: Palantir - 2025 the Year of AI Application? Summary * While PLTR currently trades at a high multiple (~450x TTM P/
DeepSeek Themes - DeepSeek, Kimi And AI Efficiency Paradigm Shift (Pt.2) Summary * DeepSeek has multifold lower opex and cluster costs than Western rivals,
DeepSeek Notes - DeepSeek Supply Shock Yet To Come Summary * DeepSeek introduces a cost-effective training and inference architecture that could reduce