Bigger Than Amd At $4.2 And Palantir At $7 Pbks Vs Mi [B2r2yD7BeKZ]

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AI scaling laws keep accelerating and that gives way to a new scaling law investors should care about: free cash flow per share per unit of proprietary data. In this video I break down why proprietary data is the moat of the 21st century, how the Ontology Velocity flywheel works (proprietary data leading AI more value per dollar more customers more data), and carlo nordio why the real moat is no longer what you've built but how fast your flywheel stephen kalyn spins versus the next player. I then lay out the recipe for finding what I call Singularity Scalers companies that grow free cash flow per share in tandem with AI scaling laws and walk through the three tickers I believe fit the framework best right now: $PLTR; $HIMS and $DUOL, including why Duolingo stands out most at austin reaves the moment, with free cash flow per share up 831% since 2022 while the stock sits roughly 80% below its highs. Timestamped, as always. Not financial advice do your own research.