Alex Wilhelm

Alex notes Serve Robotics is public but valued at only about $450 million, which he calls extremely cheap for public markets ('a plug nickel and a piece of gum'), and suggests its delivery-bot assets could be deployed or acquired by urban micro-fulfillment networks, creating strategic and financial upside.

Palantir is probably a short at current prices, as mentioned by guest Alex during the Selini Summit, suggesting it is overvalued and due for a correction.

The host Alex explicitly states he is considering taking $10,000 (a "stack") to buy and stake TAO tokens as a "learning experiment," expressing positive sentiment toward the Bittensor ecosystem's growth and diversity. Bittensor's value is tied to network utility and adoption. The showcased subnets (drug discovery, creator economy, vision models) demonstrate diverse, high-potential applications that could drive demand for the network's native intelligence marketplace and its TAO token. Direct statement of capital allocation intent indicates a bullish, long-term exploratory view on the asset, based on the belief that the ecosystem is expanding and creating tangible utility. Bittensor is a nascent protocol; the commercial success of its subnets is unproven, and token value is subject to high volatility, regulatory uncertainty, and competition from centralized AI platforms.