Seems like more of a bet specifically on Palantir, unless there are a bunch of other smaller bets they didn't bother to mention.
this post was submitted on 06 Nov 2025
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of all the AI, thiel kept palintir, and his other LOTR-themed Ai companies very secretive. since mossad/IDF, and ukraine uses it, i bet it gives faulty/false positive targeting?
But as you said those are all secretive contracts. How would anyone know that kind of thing to bet against without some insider info?
Although I do think that there's a big AI bubble, the reality is that Pandora's box has already been opened, and it's not closing back up. The technology is here to stay and it will continue to be integrated into everyday life bubble or no bubble.
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