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Darntons

Apr 20 • 8 tweets • 3 min read

@Emanuele20x

The $MSTR Advantage: According To Michael Saylor.

A report by @Emanuele20x

Read here for more:
darntons.com/2022/04/20/the…

This is a fascinating story:

On December 16th of 2021, MicroStrategy held an Investor Day event, where CEO, Michael Saylor explained the case for MicroStrategy being the best available BTC investment vehicle.

Optimistic investors, such as ARK Invest mention how Bitcoin is the most secure asset out there, as the first global private decentralised money system ever invented.

When MicroStrategy® Incorporated (Nasdaq: MSTR), led by Chairman and CEO Michael Saylor released their Q2 2020 financial results on July 28, 2020, they announced their capital allocation strategy:

“With more than $500 million in cash and cash equivalents, MicroStrategy will seek to invest up to $250 million, which may include stocks, bonds, commodities such as gold, digital assets such as Bitcoin, or other asset types.”

As stated by Michael Saylor: “There is an incredible need for a non-sovereign, store of value that will move at the speed of light on technology networks.”

#Saylor #Bitcoin

Cathie Wood evidently mentioned the importance of Bitcoin, and her optimistic vision for the future adoption of the currency: ARKs research has suggested that with the way the electrical grid is evolving, we could see Bitcoin mining becoming part of that set infrastructure.

@Emanuele20x

Read here for more:

MSTR Overview:
MSTR Latest BTC Purchase:
MicroStrategy Investor Day Event:
ARK Invest On Future Adoption Of Bitcoin:
Overview Of MicroStrategy Financials:

@Emanuele20x

darntons.com/2022/04/20/the…

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More from @DarntonsMedia

Darntons

@DarntonsMedia

Apr 21

CodeStrap is a software engineer who is extremely bullish on $PLTR:

He believes #Palantir will dominate the next 5 years.

Recently, I had a 1-1 conversation with CodeStrap.

Here are the key insights.

#Palantir is surfing some huge waves.

“We are running into limits of training models on one cloud provider. Data streams are becoming so big that you can not funnel it into one model.

This is how big the data issue is becoming.”

85% of any AI initiatives out there are going to fail.

These current companies are all using homegrown solutions, in which over time do not work, or fail to deliver value.

Organisations that do not adopt solutions will fail.

Read 6 tweets

Darntons

@DarntonsMedia

Apr 20

Here is why $PLTR has potential to become the next $MSFT

It’s all about network effects.

We did a deep-dive into Palantir’s UNREAL similarities to Microsoft.

Here is what we found out.

Network effects are split up into:

- Indirect: when platform or service depends on two or more user groups. As more people from one group join, the other group receives higher utility.

- Direct: value of a product or platform increases simply due to increases in user-base.

Example of Windows:

OS platform like Microsoft Windows is a good example of indirect network effects.

New Windows developers do not directly benefit each other, however with an increased library of Windows programs, the number of Windows users will grow.

Read 14 tweets

Darntons

@DarntonsMedia

Apr 20

Why Palantir is identical to Windows OS in terms of MAJOR network effect creation:

Read this thread:

Can $PLTR become the next Windows OS?

Indirect network effects occur when the value of a network increases as a result of one type of node benefitting another type of node directly, but not directly benefitting the other nodes of its same type.

Within the context of eBay, the addition of a new seller does not directly benefit other sellers. In fact, another seller just means more competition for all the other eBay sellers.

Read 15 tweets

Darntons

@DarntonsMedia

Apr 20

darntons.com/2022/04/20/ceo…

CEO Explains: Why $TSLA & $PLTR May Become Winner-Takes-All Stocks.

Time for a thread:

@MannyBernabe

@MannyBernabe stated how, in consideration of society entering towards Industry 4.0, in rate of the non-linear exponential growth through AI capabilities, this calls into question the ability for certain innovative companies to become a winner-takes-all stock.

Winner-takes-all markets are a perceived new paradigm in which an organisation can garner a substantial portion of a market share, and become a monopolistic organisation within a set market.

$PLTR $TSLA

Read 10 tweets

Darntons

@DarntonsMedia

Apr 20

@MannyBernabe

Listen now:

Breakdown of @MannyBernabe thoughts on $PLTR & $TLSA monopolistic practices in the future.

Wright’s Law is a hypotheses that there is a “20% reduction in cost, when production doubles”. In so far as 1000 units have been produced, the cost per-unit decrease by 20% when production reaches 2000 units.

It is vital to point out that whilst innovation by definition is unpredictable, but even if we can predict to some extent the level of innovation, and the areas of innovation in the future, this will have major benefits from a societal point of view.

darntons.com/2022/04/10/wri…

Read 4 tweets