https://citronresearch.com/wp-content/uploads/2025/08/OpenAI...
Read so as not to be a fool, soon parted with it's money.
Note some current PE values...
NVIDIA PE: 57,33
Apple PE: 34,62
Microsoft PE: 37,18
Palantir PE: 527,52
The rest of letter, is a kind of anti-woke stance, billionaire victim complex so frequently seen now. Just positioning to align with current US political trends and secure government contracts, especially given Palantir heavy reliance on defense spending.
But this letter in the last 5 paragraphs appears abstruse. What the heck is he trying to say ? It appears to me that the CEO is saying something that makes sense to the 5 friends he hangs out with at a silicon valley pub, ie witty, clever and cute. But not to the average shareholder.
I was told that a student can now get a CS degree without courses in OS, Compilers, Programming Languages, theory of computing etc. The argument being that a vast majority of jobs do not ever use the above. That may have caused a flood of grads with a shaky knowledge of the basics. The idea that software engineering is not really a science but more of a trade for which anyone could be trained without a formal degree has some shades of truth.
But in my experience, technology changes so fast that someone with a better grasp of the basics can evolve with the tech since they understand the fundamentals better. LLMs really separate those who can critique and correct its output, and those that blindly follow it, and the former will continue to have jobs.