Executive Summary
Ilya Sutskever, co-founder of OpenAI and now leading Safe Superintelligence (SSI), declares we're transitioning from the 'age of scaling' (2020-2025) back to the 'age of research.' His core thesis: current AI models suffer from poor generalization despite impressive eval performance, creating a massive disconnect between benchmark scores and real-world utility. Market Consensus believes more compute and data will solve everything. Variant Perception: The scaling paradigm is hitting fundamental l...
Key Investment Opportunity
Research Infrastructure Play: Palantir's Data Integration Advantage
As AI moves from scaling to research, the bottleneck shifts from raw compute to data quality, integration, and real-world validation. Palantir's core competency in making sense of messy, multi-source data becomes the critical infrastructure for the research era. While others chase bigger models, PLT...
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