Investors who are shorting Palantir stock around the time of this episode (November 2025) will, on net, lose money on their Palantir short positions over the subsequent period (i.e., Palantir’s share price performance from late 2025 onward will make short positions unprofitable overall).
“I think Palantir Short is stupid and I think that those people will lose money.”
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Explanation
Palantir shorts have lost heavily since this November 2025 episode: an August 2026 earnings-driven 30% single-day rally alone wiped out roughly $3B in short-seller paper gains, with short interest sitting on an estimated $5B in mark-to-market losses that month.
By the end of the 21st century (by year 2100), electron-based computing (using copper interconnects and conventional semiconductor electronics) will largely be supplanted, for most major computing workloads, by photonic (photon-based) and quantum–photonic computing systems.
“I have a belief that I think electron based computing is going to go by the wayside by the end of the century and be replaced with photon based computing. And I think we're going to move most of what we do today with copper and semiconducting material over to photonic material and photonic systems, and what will ultimately be quantum meets photonic systems, probably at some point this century.”
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Explanation
This is a century-long horizon (through 2100) that can't be meaningfully evaluated 74 years early; photonic and quantum-photonic computing research is progressing but electron-based semiconductors remain completely dominant for mainstream computing as of 2026.