Antonio Linares, the investor who bought AMD at $4 and Palantir at $7 thinks Hims & Hers (HIMS) is building the world's AI doctor and Duolingo (DUOL) the world's AI tutor. On this episode of Unusual Bets, he explains why he believes both could become trillion-dollar companies.

Host Arthur Ballesteros digs into Antonio's thesis that proprietary data is the biggest moat of the AI era. They get into Hims & Hers' closed-loop healthcare platform, Duolingo's gamified learning data, the peptide and longevity boom, falling GLP-1 prices, and why Antonio thinks big pharma missed all of it. Antonio also covers health data privacy, the dystopian side of digital twins, why AMD's chiplets could win the next phase of AI compute, his biggest misses, and his $2,000 per share intrinsic value target for HIMS by 2030.

CHAPTERS

00:00:00 A $9.99 subscription to stay alive

00:00:28 Who is Antonio Linares?

00:01:13 His bet: an AI doctor and AI teacher

00:02:50 Duolingo's superhuman AI tutor

00:04:43 Hims & Hers: the closed-loop AI doctor

00:07:11 Proprietary data and value per token

00:11:29 Why their data is different

00:14:56 Spotify and ontology velocity

00:18:18 Do they build their own AI models?

00:20:09 Reptide boom

00:23:42 Gene editing

00:26:34 How big pharma missed this

00:29:11 Why patients choose Hims

00:31:35 Health data privacy risks

00:34:16 Looksmaxxing and the social media pull

00:35:15 Will AI healthcare widen the divide?

00:38:10 The dystopian side of digital twins

00:41:33 AI compute and AMD's edge

00:46:37 His misses: BlackBerry and Amyris

00:50:55 Andrew Dudum's leadership

00:53:42 His $2,000 HIMS price target for 2030

00:54:22 Institutional ownership of HIMS

00:55:45 Timeline and what would prove him wrong

FOLLOW ANTONIO LINARES

X: https://x.com/alc2022

YouTube: https://www.youtube.com/@alc_magic

Substack: https://antoniolinares.substack.com

FOLLOW ARTHUR BALLESTEROS

Instagram: https://www.instagram.com/couldbearthur/

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Music: Ben Elson / 2AM / courtesy of www.epidemicsound.com.

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