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▶ 27:05 · $NVDA · Nvidia's Jensen Huang mirrors Bob Noyce: own the roadmap, don't let government fund >4% of R&D

episode shorts · 1

Palantir Exec Fires Back at ‘Surveillance State’ Claims

now playing · $NVDA

$PLTR···bullish· high· posshyam sankar

Palantir's 20-year journey validates software-defined defense platform at $400B valuation

Palantir's Foundry platform solves the privacy-security paradox and has been validated from the field backwards, now powering Anduril's manufacturing OS; the company's 20-year ove…

$TSLA···neutral· mediumtrey stevens

Tesla remains the only at-scale manufacturing startup founded in the 2000s

Tesla stands alone as a new manufacturing muscle built this century; the atrophied US industrial base means new defense primes like Anduril must rebuild manufacturing capacity fro…

$ANDURILbullish· high· postrey stevens

Anduril's product-led model and modular manufacturing target $60B valuation with $20B Army contract

Anduril's private R&D investment model (vs cost-plus primes) and modular Arsenal One factory enable rapid pivot between systems (Roadrunners, Barracudas, Furies); discipline on cl…

$SPCX···bullish· highshyam sankar

SpaceX proves founder-led cost curve beats cost-plus: Starship targets $20/kg vs Shuttle's $50,000/kg

SpaceX's founder-led model (like Fairchild's Bob Noyce) pursues Moore's Law-style cost reduction independent of government funding; suing the Air Force for fair competition mirror…

$NVDA···bullish· mediumshyam sankar

Nvidia's Jensen Huang mirrors Bob Noyce: own the roadmap, don't let government fund >4% of R&D

Jensen's strategy of selling graphics chips as OEM solutions while chasing his own roadmap (like Noyce at Fairchild) created the price-performance foundation that later enabled pr…

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