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Peter Thiel 13F: Trading Nvidia for the power grid

Deep Values

Right now, Silicon Valley is just pouring trillions of dollars into AI chips, server farms and advanced code. Peter Thiel 13F Oh, absolutely. The scale is unprecedented. Peter Thiel 13F Yeah, we are basically in the middle of the most explosive artificial intelligence boom in history. Peter Thiel 13F Right. Peter Thiel 13F But one of the most famous forward thinking tech investors in the world just looked at that boom, dumped an enormous stockpile of Nvidia stock and bought, well, a bunch of dirt, natural gas and nuclear power plants. Peter Thiel 13F It is the ultimate

Peter Thiel 13F It is the ultimate contrarian pivot. Peter Thiel 13F You have a fund famous for defining the digital frontier, right? Peter Thiel 13F Exactly. Peter Thiel 13F For backing the most disruptive software on earth, suddenly taking all its chips off the table, they're rotating massive amounts of capital into the most physical, heavily regulated old school industries imaginable. Peter Thiel 13F It feels like watching a Formula One driver suddenly trade in their race car for like a fleet of city buses. Peter Thiel 13F Yeah, that's actually a great way to put it. Peter Thiel 13F So our mission for this deep dive is to figure out why.

Peter Thiel 13F We want to understand how a high tech venture capital philosophy is currently merging with Warren Buffett style value investing. Peter Thiel 14 Because it turns out they are betting everything on the physical, real world constraints of artificial intelligence. Peter Thiel 13F But before we jump into the core analysis, I need to share this with you. Peter Thiel 14 To access more advanced research companion for modern intelligent investors and leverage our latest deep values agents.

Peter Thiel 13F: Trading Nvidia for the power grid

Read the full transcript

The candid version is on a podcast,
not the earnings call.

Peter Thiel 13F: Trading Nvidia for the power grid

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.