Speaker 1: Hey, this is Tom Nash and we have an urgent warning for all stock market investors. Apparently, this is the end of the US economy. The end of the US dominance in artificial intelligence, the end of the stock market. Everybody can run for the hills. NVIDIA is going bankrupt. Microsoft is going bankrupt. Palantir is shutting down. It's all over, folks. Run for the hills. Get inside your atomic shelters. Shut the door. Don't come out for the next 50 years. Essentially, that's what the media is going to tell you today. The market is selling off. There's lots and lots of panic. But first of all, I have to explain what's going on here and, you know, put you in a little perspective. So to kind of give you the bottom line, first, we have a new Chinese large language model. Everybody's freaking out about it. Supposedly, it's just as good, if not better, than the existing large language models we have right now, like JGPT or Cloud. But beyond the fact that this is a Chinese startup, they claim that they trained this model for six million dollars. They're taking on multi-billion dollar LLMs, supposedly, with a six million dollar, basically homebrewed thing that's called Deep Seek. Essentially, this is supposed to be the end of the US dominance in AI. Now, I, for one, am personally not buying it. And I'll explain why. And I'll tell you in a second about the market in general. What am I doing to handle this insanity right now? But why am I not buying this? Well, number one, it seems a little far fetched for me that these guys have managed to do with six million what Microsoft and Google and all the other big players basically spent billions of dollars on. And even though I accept the fact that we all know that the hyperscalers overspent on AI and LLM, we understand that point. But to think that these guys came out and delivered the six million dollars cost, I just don't buy it. The math is not mathing. It's not adding up. Something smells wrong to me, especially when it's coming from the Chinese government, which has a history of very exaggerated claims. Let's put it this way. Lots of PR stunts essentially to make themselves look better than they are. This is straight out of the Communist playbook. We've seen this before, especially me and my family as I was growing up in the Soviet Union. A lot of claims that are supposed to look fantastic. But when you pop the hood, you find the Tupolev 144, which was the knockoff for the Concorde. And there's a reason you never heard about it, even though it looked fantastic in the Paris airshow until it crashed, burned and killed lots and lots of people. So let's not go there. Essentially, I took a look at this model. And even though it's not horrible, but it still is a very basic model. I mean, nothing to be excited about, right? I mean, I've seen better in Grok. I've seen better in other models, maybe certain things it does just as good. But I didn't see nothing to write home about. I mean, there's a lot of circulating bullshit about it being the next big thing. I don't know how much of it is sponsored, paid for, but I've seen a lot of bullshit also. It says that Joe Biden is still the president. And if you ask questions that have a negative impact on the Chinese government, it just shuts down. So, you know, it has its problems. Just another LLM. But even if this LLM is the next best thing since sliced bread, folks, who gives a shit? Y'all are out there getting horny over a USB cable. Large language models are a commodity, a commodity. They're a USB cable. They're a dongle. They're a dime a dozen. Everybody has an LLM. A large language model is a commodity. Nobody cares. There's thousands of them out there. The money is not in the LLMs. Who cares about another LLM? I mean, seriously, folks, are we getting excited about a USB cable? What is going on here? It's a commodity. It's a memory stick. At this point, that's all it is. The AI game has changed over the past two years dramatically. And the pace of that change is so much greater than what we have been used to in previous years. So people just haven't caught on yet. People just don't get it yet. That's why they get overexcited about things like this. And I get it. I get it. The market may be a little bit overextended, you know, especially with Palantir trading at, what, 150 forward PE, which is insane. A lot of froth in this market, which means every little spark can cause a combustion. I get it. But I just want you guys to watch an interview I've done with Shams Sankar back in January of 2024, where he spoke about this thing. LLM is just kind of a transition phase to what's coming next. And he also repeated this message in this podcast. I'm going to show you a little clip of where he literally says an LLM is a commodity. It's nothing more.

Speaker 2: Do you think we'll see the commoditization of LLMs? I think so. I'm not saying some won't be better than others, but I'm saying most of them are going to be good.

Speaker 1: And while everybody were asleep at the wheel, guess who saw this first? If you take a look at the interview that Shams Sankar did in January of 2024, and in January of 2024, he literally spoke about this particular setup. He said, look, folks, large language models are the past. LLMs are a commodity. The money is in the applications.

Speaker 3: So where does value accrue in AI? Startups are incumbents. And why? I think it biases towards the incumbents who own applications and the app

Speaker 2: player. Why? I think the models are going to be commoditized because the models are not going to really give you enough of the value. It turns out that you have the model. Then getting to a business outcome with that model happens in an

Speaker 1: application. He essentially told you for free what's coming. And yet nobody listened. And we as a Palantir investors, we're used to it. We're always ahead of the curve. Now, I want to elaborate on what he said, and I want to give you the blueprint on how to make money off of this, because right now, panic, all this craziness. Hold on with that for a second. Think about what's going to happen for the next five to 10 years, where the money is going to be in the AI revolution. Right. The money is not going to be in the large language models. The money is in three categories and three categories only. Number one, infrastructure, anything from semiconductors to servers, essentially NVIDIA, ASML, TSMC. Number two is the operating system, the software side. And in that, AIP is literally a monopoly. It's Palantir's monopoly on the market and the stranglehold on the market in the operating software side of things. You ever wonder why Palantir raised by 371 percent over the past 12 months? I mean, the share price quadrupled in price in a year. Why? Well, that's because smart investors understand that the next wave is the operating software. And there's only one player really in that game, which is Palantir. Now, another thing that people kind of sleep on is the third category. We talked about the infrastructure. We talk about the operating software. But what about the real life implementations, the physical stuff, taxis, humanoid robots? I mean, these things fueled by AI are literally the next industrial revolution. Think about factories. Think about jobs. Think about what it's going to do to the economy. And in that sense, there is no better company to invest in than Tesla, both in robotaxis and humanoid robotics. And that is why, despite all the hype I'm hearing from mainstream media over the past two years, I still understand that Palantir is dirt cheap. The Tesla is dirt cheap. And most of all, Nvidia is dirt cheap, creating a 35 PE with a rule of 40 of 300 or something like that. That company is out of this world. It's not that expensive. The other two are even cheaper if you understand the true potential of Palantir, Tesla, Nvidia. And now we're getting to the interesting part. So we're seeing this market basically selling off. Lots of panic, lots of pandemonium. People are running around like headless chickens, like lemmings, jumping off cliffs. And I'm going to just remind you a few times where we had this before. Right. Obviously, 2022 came and went. A lot of people have made money in 2022 by buying Palantir at six, seven, eight, nine, ten dollars, and then watching it go to $80. Right. It took a whole year. But nevertheless, eventually the inevitable happened. And the good fundamentals of the company have beaten the short term sentiment. Now we've seen it play out a lot faster. On January 13th, I told you, hey, this is just temporary. It bounced back within what, a week? We saw the same thing in August 5th when everybody were running around like headless chickens. And I told you, hey, panic is the best time to dollar cost average. And notice that I'm saying dollar cost average. I'm not saying buy the boat, load the boat, mortgage your house, going to leverage none of this stuff. Relax. The evil cousin, the evil twin of panic is FOMO. I don't want you looking at this dip right now and panicking, obviously. But also, I don't want you looking at this dip and saying, oh, my God, this is a discount. I have to buy as much as I can. No, this is the wrong mindset. None of us know where this market is going to go over the next three months, six months. Definitely not two or three weeks. Nobody knows. There's a lot of so-called expert out there who are charting lines and doing all sorts of correlation tests and statistics and all this garbage. And yet nobody can time the market. Nobody knows where this market is going to go. There's no way to predict this. There's only a way to sell you a bunch of shit you don't need so you can think you control what's going on. You can't. So the only thing to do right now is use this, but use this wisely, which is essentially look at this as another day in the office, just another Wednesday, Tuesday, Monday, whatever the case may be. And you look at this and you're saying, OK, so the market is selling off a little bit. Cool. I'm invested in Palantir, Tesla and the S&P 500. That's myself personally. So did the thesis for any one of these companies change because a new Chinese LLM just came out? Well, it doesn't change nothing for Tesla. Definitely doesn't change nothing for Palantir. It doesn't change nothing for the S&P 500. I mean, does this Chinese LLM collapse the US economy? Of course not. Right. So if the thesis did not change, I'm still interested in being an investor in these companies, which means I'm going to continue dollar cost averaging into these stocks at my own pace. But if during this dip, the opportunity presents itself and one of these stocks is going to drop 20 percent below the highest point it's been over the past 52 weeks, which is the past year, then I'm going to double down and I'm going to buy a little bit more. But I'm still going to be very cautious doing this over the long haul because this is a marathon. This is not a sprint. Now, we teach you all of these elements in our academy on Patreon.com forward slash Tom Nash. One thing we teach with people keep asking me about is, well, how am I supposed to have enough money to always continue to dollar cost average? Tom, I'm not rich. You don't have to be. You can have a system in place to allow you to double down at any time for any length of time, even if you earn 50, 40, 30 thousand dollars a year. It doesn't matter if you're on 300, 3 million or 30,000. The system is the same. I actually invite you to join our academy, learn the system, see for yourself, get better at this so that you become part of my community. My community is forged out of fire. These guys today are smiling, eating popcorn and absolutely not getting excited because they know exactly what to do. They have a plan. They've been preparing for this for years, months, some of them. But essentially, we know exactly what to do. And you can become a part of this as well. I invite you to join Patreon.com forward slash Tom Nash. We are actually shutting down the academy on February 1st for an indefinite time until we get things together. There's too many people right now. So this is your chance to join. And then there's also one spot that opened up on my personal private access. I have private access for five people. They can have one on one with me. One spot just opened up and first person that grabs it is going to close again for until the next person leaves. I don't know. In any case, thank you so much. I would love to see you as part of the community. Hop on, see if this for you. And if not, it's also OK to the next one piece.