Tactic 01
Peter Thiel, All-In
Follow The Profit Layer, Not The Buzzword
The play
Focus research on who makes the actual profits, not the loudest buzzword.
Peter Thiel says
Attention is all you need, meaning you need to pay attention to who is actually making money. In AI it's basically one company, Nvidia, making over 100% of the profits while everybody else is collectively losing money. People should not be asking questions about Meta or OpenAI but should focus on the Nvidia question, the chips question. The fact that we're not able to focus on that tells us something about how we've all been trained.
Try this
Before researching any AI company, first identify which layer of the stack is actually profitable rather than which company gets the most coverage.