Let's see how it goes.. especially if we might look at a cycle or two down the road.. and whether they are building and/or growing at similar rates or different rates.
I read further in the link shared and it seems he's skeptical towards Bitcoin
Thinking it might be an attack on the US Fiat by the Chinese
This shows he's likely in for the quick profit and would bolt during a winter.
Diversification existing in Same industry doesn't mean much, if anything happens to Bitcoin they all suffer more
Hence Strategy seems less risky. His only strength is he can choose to take profits anytime.
If we look at the article, the difference between them lies in how they obtain funding, even though they appear to be similar, and their perspectives on crypto itself. Saylor has been more focused on Bitcoin in his investments as far as we know, while Saylor and his company only collect Bitcoin and Thiel has a diversified approach to crypto assets. These are two different paths, of course.
Looking at the entire cycle, if we calculate the profits from Bitcoin's journey, Saylor is safer than Thiel. The facts prove that Bitcoin always sets a new ATH every cycle, while Altcoin projects cannot be expected in the long term. However, when it comes to Stablecoin business, it is quite decent if we look at the stock aspect. Thiel has a perspective on this and decided to support PYUSD, which, to be honest, we know is heading toward optimism in payment services because PayPal already has a wide market. Maybe he is thinking about that. This tends to be safe, but if other crypto assets are based on narratives, we know that they will eventually become worthless, and that is not a good choice to include in diversification.
However, what we don't know is when they will sell, both Saylor and Thiel, because for a company to be profitable, there needs to be recorded profits, so it's certain that they won't hold on to all their Bitcoin until they die. They will definitely sell, but we won't know when that will be.