In learning about Peter Thiel's investment philosophy
"Committed to investing in early companies that have the potential to elevate human civilization to a new paradigm."
In other words, Thiel doesn't invest in the "next unicorn" but in the seed companies of the next civilizational leap.
He sees capital as the force that drives "from 0 to 1"—creating new paradigms from nothing rather than replicating existing successes.
Technological breakthroughs: not just "better," but "fundamentally different" such as OpenAI (AI paradigm), SpaceX (reusable rockets), Palantir (defense intelligence data)
Civilizational impact
Transforming societal infrastructure: cognition, energy, governance, knowledge flow, such as Meta (social paradigm), Ethereum (value internet)
Non-consensus: starting in corners that the mainstream ignores or ridicules, PayPal was initially thought to be impossible to succeed
Moats: network effects + data + cultural beliefs combined, such as Palantir's reliance on government data, OpenAI's ecological barriers
Long-termism: 10–20 year cycles; founders do not aim for "IPO/exits," such as Palantir, Anduril, SpaceX
And @SentientAGI Sentient is committed to building the foundational network for open-source AGI, which is also one of the portfolio pieces of this Silicon Valley investment master
The ceiling for open-source AGI is limitless
The demand for open-source AGI is boundless
This aligns perfectly with Peter's investment philosophy; let's work together to change the future