Epstein Files, Is SaaS Dead?, Moltbook Panic, SpaceX xAI Merger, Trump's Fed Pick
(0:00) Besties intros: Brad Gerstner joins the show (3:16) Epstein Files (15:45) SaaS stocks crash out (35:11) Moltbook panic (47:37) Trump selects Kevin Warsh as new Fed Chair, replacing Jerome Powell (1:00:50) SpaceX and xAI merge (1:10:45) Brad's major win with Trump Accounts Follow Brad: https://x.com/altcap Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://www.nytimes.com/2026/02/05/business/epstein-investments-palantir-coinbase-thiel.html https://www.miamiherald.com/news/local/article214210674.html https://nypost.com/2026/01/31/us-news/linkedin-founder-reid-hoffmans-emails-with-jeffrey-epstein-revealed-in-doj-docs https://freebeacon.com/democrats/skype-sushi-and-a-phone-date-democratic-megadonor-reid-hoffman-maintained-jeffrey-epstein-relationship-years-after-he-said-it-ended https://nypost.com/2026/02/02/business/jeffrey-epstein-boasted-about-wild-dinner-with-mark-zuckerberg-reid-hoffman-in-unsealed-2015-email https://x.com/stockpickerspb/status/2009363916573290715 https://www.moltbook.com https://x.com/galnagli/status/2017573842051334286 https://x.com/balajis/status/1937517664907460980 https://www.reuters.com/world/india/gold-rises-over-1-geopolitical-economic-tensions-lift-precious-metals-2026-02-05 https://x.com/truflation/status/2019409671212396815 https://www.challengergray.com/blog/challenger-report-january-job-cuts-surge-lowest-january-hiring-on-record https://www.reuters.com/business/world-at-work/ups-amazon-boost-us-planned-layoffs-january-challenger-survey-shows-2026-02-05 https://www.cnbc.com/2026/02/03/musk-xai-spacex-biggest-merger-ever.html https://polymarket.com/event/spacex-ipo-closing-market-cap-above
Home Affordability Crisis, Palantir's Advantage, Big Short on AI, H-1B Abuse, Solar Storm Hits Earth
(0:00) Michael Burry's big short against AI (12:00) Why Palantir is so richly valued vs other tech companies (20:07) Home affordability crisis: Mortgage innovation, building, top priorities to win mid-terms (36:18) H-1B debate flares up again after Trump's comments on Fox News (42:37) Science Corner: Solar storms, coronal mass ejection, risks (51:14) Rich Americans fleeing "the great confiscation" Join us at the All-In Holiday Spectacular!: https://allin.com/events Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in...
Palantir CEO Alex Karp: Why the West is Destroying Itself, Data Empire, Skeptics, How to Win
(0:00) Introducing Palantir CEO Alex Karp (1:10) Understanding Palantir's fans and haters (8:40) Palantir's work at the border, data collection and surveillance, built-in protections (20:02) Israel/Palestine (22:23) Is the West committing suicide? (30:54) Antisemitism (31:52) China's strategy, dealing with cartels (36:46) Why modern Progressivism is not progressive Thanks to our partners for making this happen! Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week & F1: solana.com/breakpoint. https://solana.com/ OKX - The new way to build your...
Winning the AI Race Part 1: Michael Kratsios, Kelly Loeffler, Chris Power, Shyam Sankar, Paul Buchheit, Jake Loosararian
(0:00) The besties introduce the day with Jacob Helberg (9:08) Michael Kratsios, Director of the Office of Science and Technology Policy (18:24) Chris Power, Hadrian (35:15) Jake Loosararian, Gecko Robotics (44:37) Shyam Sankar, Palantir (1:00:33) Paul Buchheit, Y Combinator (1:13:35) Kelly Loeffler, Administrator of the Small Business Administration Thanks to our partners for making this happen: NYSE :https://www.nyse.com Visa: https://usa.visa.com Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect
Disney Taps Parks Chief to be CEO, Palantir Gives Strong Sales Outlook
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Palantir’s revenue forecast that beat Wall Street expectations, sending its shares up. Plus, Disney Chairman James Gorman discusses the company’s decision to appoint its parks chief Josh D'Amaro as the next CEO. And Elon Musk confirms plans to combine SpaceX and xAI in a deal valuing the merged entity at $1.25 trillion.See omnystudio.com/listener for privacy information.
Investors Question AI Valuations
Bloomberg’s Caroline Hyde and Ed Ludlow discuss the drop in tech shares as concerns grow about the sustainability of the AI rally. Plus, as earnings season continues, they break down results from Palantir, Uber, Spotify and Grab. And the world's largest sovereign wealth fund votes against Tesla's proposed pay package for CEO Elon Musk.See omnystudio.com/listener for privacy information.
Amazon, OpenAI Strike $38 Billion Nvidia Chip Deal
Bloomberg’s Caroline Hyde discusses Amazon’s $38 billion deal to supply OpenAI with Nvidia chips, as the AI investment boom continues. Plus, Xiaomi's pivot from smartphones to electric vehicles may have come at a human cost. And Palantir’s earnings are expected to show continued excitement for AI and defense tech. See omnystudio.com/listener for privacy information.
US Considers More Chip Tariffs
Bloomberg’s Caroline Hyde and Ed Ludlow discuss President Trump’s comments that more chip tariffs may be coming soon. Plus, booming demand for artificial intelligence led Palantir’s revenue to climb above $1 billion. And AMD is under pressure to show benefits from the AI race as the chipmaker prepares to release earnings after markets close.See omnystudio.com/listener for privacy information.
Joby to Buy Blade's Helicopter Ride-Share Business
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Tesla’s approval of a $30 billion interim stock award for Elon Musk. Plus, Joby CEO JoeBen Bevirt discusses the eVOTL company’s plan to buy the helicopter ride-share business of Blade Air Mobility for $125 million. And Palantir and AMD face mounting pressure as the companies prepare to release their earnings.See omnystudio.com/listener for privacy information.
Micron HBM Sales Surge, Palantirs Stock Keeps Climbing
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Micron’s earnings as its sales surge in its high-bandwidth memory business. Plus, Managing Director of Baird Ted Mortonson discusses opportunities in the defense tech space. Chinese tech giant Xiaomi also says it received more than 200,000 pre-orders for its first electric SUV.See omnystudio.com/listener for privacy information.
IBM Doubles Down on AI, Palantir Falls Short of Analysts Expectations
Bloomberg’s Caroline Hyde speaks with IBM CEO Arvind Krishna about the company’s new product designed to help enterprises manage the growing number of AI agents. Plus, Janet Mui, Head of Market Analysis at RBC Brewin Dolphin, reacts to Treasury Secretary Scott Bessent's testimony that there is no sign of a recession in the US. And a leader in Palantir’s army of loyal retail investors discusses why he isn't concerned about the company’s slow global growth.See omnystudio.com/listener for privacy information.
Trumps Crypto Impact, Palantirs Karp Calls for AI-Driven Reform
Bloomberg's Katie Greifeld and Jackie Davalos discuss how the S&P 500 and Nasdaq face uneven recovery after a tariff-triggered correction, and how Wall Street is embracing crypto under Trump. And we hear from Palantir CEO Alex Karp and R1 CEO Joe Flanagan about their new health care focused partnership. Plus, the CEOs of Rubrik and Docusign join to discuss how their companies’ beat earnings expectations.See omnystudio.com/listener for privacy information.
China Fights Tariffs with Tariffs
Bloomberg's Caroline Hyde and Jackie Davalos discuss China's retaliatory tariffs, including a probe into Alphabet. And, a look at Palantir as the stock surges to a new record on "untamed growth" for AI. Plus, Spotify posts its first ever annual profit.See omnystudio.com/listener for privacy information.
Trump Tariffs Roil Markets, Musk's DOGE In Action
Bloomberg's Caroline Hyde and Jackie Davalos discuss the market volatility as President Trump threatens tariffs against Canada, Mexico and China. And, what to expect from Palantir earnings. Plus, a look into Elon Musk's DOGE as the tech billionaire begins to cancel payments to federal contractors.See omnystudio.com/listener for privacy information.
Apollo's Multibillion Intel Offer, Alex Karp and Wall Street
Bloomberg's Caroline Hyde and Ed Ludlow break down Apollo's multibillion-dollar investment offer in Intel after Qualcomm's own takeover approach. Plus: more US curbs might mean more trouble for China EVs, and Bloomberg Businessweek has a deep dive into the CEO of Palantir and his love-hate relationship with Wall Street as the company enters the S&P500.See omnystudio.com/listener for privacy information.
Stock Turnaround and Google's Monopoly Ruling
Bloomberg's Ed Ludlow brings full market coverage as stocks stage a Tuesday turnaround after $6.5 trillion was wiped from global markets. Plus, we sit down with the CTO of Palantir as AI demand boosts the company's outlook, and the US rules Google illegally monopolized the search market through exclusive deals.See omnystudio.com/listener for privacy information.
Palantir CEO Speaks at AIPCon, Broadcom Earnings Preview, Big Tech Faces EU's New Rules
Bloomberg's Caroline Hyde and Ed Ludlow go live to Palantir's AIPCon to sit down with CEO Alex Karp and discuss all things AI. Plus, the AI rally faces its next test when Broadcom reports earnings after the market close. And, the EU's Digital Markets Act goes into effect today, creating new rules for big technology companies.See omnystudio.com/listener for privacy information.
Spotify and Palantir Surge, Tech Market Bulls
Bloomberg's Caroline Hyde and Ed Ludlow bring full earnings coverage with shares of Spotify and Palantir surging on strong results. Plus, strategists from Citibank warn positioning in tech stocks is so bullish that any selloff in the sector could spark a market rout.See omnystudio.com/listener for privacy information.
Stability AI's Breakout Hurdles, Palantir Slides
Bloomberg's Ed Ludlow discusses issues facing Stability AI after its breakout success with Stable Diffusion. Plus, Palantir shares fall after the company issued a sales forecast that disappointed Wall Street. And, Spotify unveils its AI-powered DJ to a global audience.See omnystudio.com/listener for privacy information.
Salesforce and C3.ai Earnings
Bloomberg's Caroline Hyde breaks down earnings from Salesforce and C3.ai as the AI rally stalls. Plus, Ed Ludlow's exclusive conversation with Palantir CEO Alex Karp.See omnystudio.com/listener for privacy information.
Palantir Soars and Salesforce Expands Its AI Toolkit
Bloomberg's Caroline Hyde and Ed Ludlow break down the biggest tech earnings of the day. Plus, Salesforce may be expanding its AI toolkit, and will we soon live in world with AI-powered car inspections?See omnystudio.com/listener for privacy information.
Twitter Cuts More Jobs and How Ford Metals Are Damaging the Amazon
Bloomberg's Caroline Hyde and Ed Ludlow break down job cuts at Twitter and Palantir. Plus, the Big Take focuses on how the Ford F-150 Lighting is built with materials alleged to be damaging the Amazon forest.See omnystudio.com/listener for privacy information.
Meta Provides Earnings Relief, Palantir CEO Interview
Bloomberg's Caroline Hyde and Ed Ludlow break down Meta's earnings and its plan to buy back shares. Plus, an exclusive conversation with Palantir CEO Alex Karp, and a look at how crypto hackers stole more money than ever before in 2022.See omnystudio.com/listener for privacy information.
Bed Bath and Beyond Drops, Better and Palantir Team Up
Bloomberg's Emily Chang breaks down why the latest meme stock craze, Bed Bath and Beyond's stock, is now plunging. Plus, why Better.com is partnering with Palantir to create a mortgage platform.See omnystudio.com/listener for privacy information.
October 1, 2020
Facebook faces down QAnon, bogus election ads, and privacy on the Gram Who took down 911 in 14 states on Monday? Controversial data company Palantir's stock is up following Wall Street debut Thanks to our sponsor ReversingLabs ReversingLabs is the leading provider of explainable threat intelligence. In only milliseconds, ReversingLabs elastic threat infrastructure automatically analyzes the world's most complex files and detects the most advanced threats. ReversingLabs gives modern security and threat hunting teams the transparent insights and trusted input required to take fast and confident defensive action--all with zero interruption to business critical systems. Learn more by watching an...
When Windows breaks and chips crack.
Patch Tuesday. Preliminary findings from the European Commission come down on TikTok. Switzerlands military cancels its contract with Palantir. Social engineering leads to payroll fraud. Google hands over extensive personal data on a British student activist. Researchers unearth a global espionage operation called The Shadow Campaigns. Notepads newest features could lead to remote code execution. Our guest is Hazel Cerra, Resident Agent in Charge of the Atlantic City Office for the United States Secret Service. Ring says its all about dogs, but critics hear the whistle. Remember to leave us a 5-star rating and review in your favorite podcast app....
Co-Founder & CEO Handshake, Garrett Lord: The Billion-Dollar Question That Changed College Recruiting
Handshake CEO and co-founder Garrett Lord was amazed when he first learned that Silicon Valley firms like Google recruited on college campuses ... just not his, Michigan Technical University. But after excelling in the competitive Palantir internship program, he started asking himself, How come they cant reach us? That question led him to found the job placement platform Handshake, which has raised $434 million in funding and is used by 100 percent of the Fortune 500.In this episode, Garrett and Joubin discuss growing up in an achievement-focused household; how Garrett went from struggling to be noticed by Palantirs recruiters to...
Shyam Sankar - Celebrating Heretics - [Invest Like the Best, EP.462]
My guest today is Shyam Sankar, the CTO of Palantir Technologies. In this conversation, we explore the ideas that shape how Shyam thinks about technology, talent, and national power. We discuss the origins of Palantirs forward-deployed engineering model and the lessons he learned from Alex Karp about identifying people's "superpowers". We also talk about Shyams fascination with the "heretics" of American history, the unconventional builders who challenged bureaucracy and created many of the systems that powered Americas military and industrial success. Shyam argues that the United States must reindustrialize after decades of moving production overseas, and explains what we can...
Michael Ovitz - Turning Potential into Prominence - [Invest Like the Best, EP.418]
My guest today is Michael Ovitz. Michael is the legendary talent agent and Co-Founder of CAA or Creative Artists Agency and he is joining me on Invest Like the Best for a second time. Michael started CAA in 1975 and over the next 20 years, he built it into the world's most formidable talent agency, changing Hollywood forever. He shares insights into how he identifies exceptional people across diverse fields - from Hollywood directors like Steven Spielberg to tech founders like Alex Karp of Palantir and venture capitalists like Marc Andreessen. Michael is a force whose expertise extends beyond just...
Garry Tan - Unwrapping the Gift - [Invest Like the Best, EP. 267]
My guest today is Garry Tan, founder and managing partner of early-stage venture firm, Initialized Capital. Before starting Initialized, Garry was a partner at Y Combinator, employee number 10 at Palantir, and co-founder of YC backed blog platform Posterous. Our discussion covers whats missing in the investment world, how to best systematize venture investments, and what he learned from Paul Graham. Please enjoy my conversation with Garry Tan. For the full show notes, transcript, and links to mentioned content, check out the episode page here. ----- This episode is brought to you by Tegus. Tegus is the new digital hub...
Keith Rabois - If You Cant Sell Them, Compete with Them - [Invest Like the Best, EP.115]
My guest this week is Keith Rabois. Keith is currently an investment partner at Khosla Ventures, but has a storied and diverse background as an investor, entrepreneur, and executive. He has worked in senior positions at Paypal, LinkedIn, and Square; has led investments in companies like Stripe, YouTube, Palantir, and AirBnB; and started the company OpenDoor, which aims to transform the process of selling a home through technology. One fun fact about Keith is that he may have the most impressive list of bosses Ive ever seen, which we discuss during the episode. We cover a lot, but one thing...
Kevin Simler Exploring the Frontier - [Invest Like the Best, EP.12]
Todays episode features one of my favorite thinkers and writers: Kevin Simler. Kevin has a background in technology and was one of the earliest employees at Palantir Technologies. Palantir specializes in big data and has worked closely with clients ranging from the Department of Defense to the worlds largest hedge funds. In this conversation, Patrick and Kevin explore startup culture, how to spark creativity, how social status functions like money, and how to think about the universe. This will be one of the most unique conversations you will hear on this podcast. Please Enjoy! For comprehensive show notes on this...
Andrew Bustamante on CIA, EPSTEIN, REGIME CHANGES, SNOWDEN, NATIONAL SECURITY THREATS, PALANTIR, AI and More
Ex CIA operative, Andrew Bustamante joinsJillianto discuss everything from Esptein to Edward Snowden, regime changes, the surveillance state to the future of AI in surveillance. Then, real-world spycraft you can use to get the things you want.
Learn more about your ad choices. Visit megaphone.fm/adchoices
#311 - Palantir & DOGE are Building The Most Terrifying Surveillance System Ever | Shane Cashman
Watch every episode ad-free & uncensored on Patreon: https://patreon.com/dannyjones Shane Cashman is the best-selling author of three books including Joyless Kingdom, The F**king Lunatic, and Tales From the Inverted World. He is a staff writer for Timcast News where he has profiled Kanye West, Alex Jones, Kari Lake, and Riff Raff. SPONSORS https://aura.com/dannyjones - Get a 14 day free trial. Enough time for Aura to start scrubbing your personal info off data broker sites. http://evening.ver.so/danny - Use code DANNY for 15% off your first order. https://whiterabbitenergy.com/?ref=DJP - Use code DJP for 20% off EPISODE LINKS https://shanecashman.comhttps://x.com/ShaneCashmanhttps://www.instagram.com/shanecashman Shane's YouTube channel: @TalesfromtheInvertedWorld...
How Palantir built the ultimate founder factory | Nabeel S. Qureshi (founder, writer, ex-Palantir)
Nabeel Qureshi is an entrepreneur, writer, researcher, and visiting scholar of AI policy at the Mercatus Center (alongside Tyler Cowen). Previously, he spent nearly eight years at Palantir, working as a forward-deployed engineer. His work at Palantir ranged from accelerating the Covid-19 response to applying AI to drug discovery to optimizing aircraft manufacturing at Airbus. Nabeel was also a founding employee and VP of business development at GoCardless, a leading European fintech unicorn.What youll learn: Why almost a third of all Palantirs PMs go on to start companies How the forward-deployed engineer model works and why it creates exceptional product...
An Investors Guide to 2026
What does the new year bring to investors? We discussed the AI trade, how the economy is faring, and why commodities may not be place to look for opportunities today. Travis Hoium, Emily Flippen, and Lou Whiteman discuss: - The AI trade- How the economy is doing- What stocks will go up and down- Stocks on our radar Companies discussed: NVIDIA (NVDA), Target (TGT), Chipotle (CMG), Intel (INTC), Lululemon (LULU), Nike (KNE), Tesla (TSLA), Alphabet (GOOG, GOOGL), Palantir (PLTR), Apple (AAPL), Amazon (AMZN), Airbnb (ABNB), Honeywell (HON), Novonordisk (NOVO). Host: Travis HoiumGuests: Emily Flippen, Lou WhitemanEngineer: Bart Shannon Advertisements are...
How Investing Has Changed In the Last 5 Years
Stocks with a high short interest have outperformed the market over the past five years, but is this meme trading or a new trend in long-term investing? Plus, the crew talks about Taiwan Semiconductors earnings, Googles medical AI, and the cockroaches that could be hiding in the market. Travis Hoium, Lou Whiteman, and Dan Caplinger discuss: - How highly shorted stocks and memes have outperformed the market - TSMC and ASMLs earnings - Hidden leverage in the market - Googles new medical AI Companies discussed: Taiwan Semiconductor (TSM), ASML (ASML), AMC (AMC), Gamestop (GME), Bitcoin (BTC), Alphabet (GOOG), Palantir (PLTR),...
The Trillion Dollar AI Question
AI spending is approaching $1 trillion per year, but will there be a return from that spending. And the crew discusses the latest housing trends and how KPop Demon Hunters could change media. Travis Hoium, Lou Whiteman, and Tim Beyers discuss: - AI capex trends- Housing prices decline- KPop Demon Hunters and Netflix content- We play Cut Down Day Companies discussed: NVIDIA (NVDA), Alphabet (GOOG), Axon (AXON), Netflix (NFLX), Amazon (AMZN), Tesla (TSLA), Shopify (SHOP), Meta Platforms (META), Mercado Libre (MELI), Intuitive Surgical (ISGR), Chipotle (CMG), Palantir (PLTR), Aerovironment (AVAV) Host: Travis HoiumGuests: Lou Whiteman,Tim BeyersEngineer: Bart Shannon Advertisements are...
Autonomous Vehicles Hit an Inflection Point & GPT-5 Is Here
Autonomous vehicles hit an inflection point, GPT-5 is here, and The Trade Desk drops 38%, plus the stocks on our radar. Companies discussed:.Alphabet (GOOG), Microsoft (MSFT), The Trade Desk (TTD), Hims & Hers (HIMS), Crocs (CROX), Shift4 (FOUR), Palantir (PTLR), Axon (AXON), Figma (FIG), Reddit (RDDT), Universal Display (OLED), Montrols Environmental (MEG). Host: Travis Hoium Guests: Lou Whiteman, Jon Quast Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, TMF) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is...
Compounders Past vs Present
From overvalued stocks to outsized returns, some capital compounders keep breaking the mold. Today on Motley Fool Money, Emily Flippen, with analysts Sanmeet Deo and Jason Hall, dig into four market beaters and ask: can the flywheels keep spinning? They unpack: - Earnings from old-school winners Axon and MercadoLibre, including how they turned skeptics into believers with consistent execution - Results from new-school contenders Hims & Hers and Palantir, both of which face high levels of scrutiny despite strong performance - Tariff math that matters and where pricing power may blunt cost headwinds Companies discussed: MELI, AXON, HIMS, PLTR, ZBRA...
Is The Stock Market In Bubble Territory?
Valuations are stretched, but is it a bubble. And we discuss the latest AI and energy news, ASMLs earnings, and a surprising report from Johnson & Johnson. (00:21) Travis Hoium, Lou Whiteman, and Rachel Warren discuss: - Is the market in a bubble? - Googles $25 billion data center and energy deals - Earnings takeaways from ASML and J&J - Bold predictions this earnings season Companies discussed: Brookfield Asset Management (BAM), Brookfield Renewable Partners (BEP), Johnson & Johnson (JNJ), Alphabet (GOOG, GOOGL), ASML (ASML), Palantir (PLTR), Robinhood (HOOD), Cloudflare (NET) Host: Travis Hoium Guests: Lou Whiteman, Rachel Warren Engineers: Dan...
David Gardner, What Rule Breakers Value
If you want to own best-in-class companies, you need to own stocks with a high sticker price. Motley Fool Co-founder and Chief Rule Breaker, David Gardner, joined Ricky Mulvey for a conversation about how he thinks about valuation. They discuss: - Palantirs current valuation, and what investors should prepare for. - The value of paying up for top dogs and holding on to them for long periods of time. - Teslas surprising performance over the past year. Companies discussed: PLTR, MELI, TSLA, SHOP, NFLX, AMZN, NVDA, AXON, ISRG Host: Ricky Mulvey Guest: David Gardner Engineer: Rick Engdah Advertisements are sponsored...
Palantirs Valuation Question
When a stock trades at 600x trailing earnings and 90x sales, its investors want to see a flawless growth story. (00:21) Sanmeet Deo and Ricky Mulvey discuss: - Palantirs impressive business results and astonishing valuation. - Celsiuss meh quarter. - Why DoorDash kept growing after COVID. Then, (16:10) Cynthia Stewart, Executive Director of DART Collective, joins Robert Brokamp to discuss how AI is changing scams and how to protect yourself. Companies discussed: PLTR, CELH, DASH Host: Ricky Mulvey Guest: Sanmeet Deo, Robert Brokamp, Cynthia Stewart Producer: Mary Long Engineer: Dan Boyd Advertisements are sponsored content and provided for informational purposes...
Celsius Pays for Growth
Some of the most speculative names in the market are seeing steep declines. What did you expect? (00:21) Jim Gillies and Ricky Mulvey discuss: - The recent declines for Palantir and Microstrategy. - If Home Depots cash flow story is intact. - Celsiuss $1.8 billion acquisition of Alani Nu. Then, (19:30) Alison Southwick and Robert Brokamp discuss Warren Buffetts estate plan, and the lessons for regular investors. Companies/Tickers discussed: PLTR, MSTR, QQQ, HD, CELH, PTON, BRK.A, BRK.B Host: Ricky Mulvey Guests: Jim Gillies, Alison Southwick, Robert Brokamp Producer: Dylan Lewis Engineers: Dan Boyd, Rick Engdahl Learn more about your ad...
How Do You Value Alphabet?
Google all its apps, smartphones, and the cloud business is responsible for 99% of Alphabets total revenue. But Alphabet is toiling away on quite a few moonshot projects. What if one of them works? (00:14) David Meier and Mary Long break down earnings from Alphabet and Palantir. They also discuss: - Why cloud computing isnt going anywhere. - YouTubes secret sauce. - What Palantir really does. Then, (17:45), Ricky Mulvey talks with television writer and novelist Jordan Harper about how PR firms shape public opinion and how to spot their work when consuming the news. Companies mentioned: GOOG, NFLX, PLTR...
The Election, The Fed, and Whats Next
The market appreciates certainty this week it got a clear read on the next political administration and the near-term interest rate outlook. We break it all down, and give you a little reset from all the big picture talk. (00:40) Jason Moser and Bill Mann discuss: - The markets reaction to the 2024 election and some of the sectors that might benefit from the policies of the Trump administration. - At all-time highs after earnings, will the good times keep rolling for Axon and Palantir? - Airbnbs solid, but mature business, and why it is looking for other major segments...
Smart Money High Returns
A red hot software company is continuing to impress investors.
(00:21) Ricky Mulvey and David Meier offer up some counter programming for election night. They discuss:
- Palantirs impressive results.
- Harvards just ok endowment returns.
- Why individuals have advantages over institutional investors.
- Stories causing them to be rationally optimistic.
Companies discussed: PLTR, ACN, CTSH, VRTX
Host: Ricky Mulvey
Guest: David Meier
Producer: Mary Long
Engineer: Rick Engdahl
Learn more about your ad choices. Visit megaphone.fm/adchoices
Can Stitch Fix Get Fixed?
The fashion company has a lot to offer its customers, but StitchFix is struggling to keep those customers around. (00:21) David Meier and Mary Long discuss: The disconnect between the stock market and consumer confidence. Stitch Fixs fall. Why great consumer products dont always make for great investments. Then, at (14:03), Ricky Mulvey and Fool contributor Lou Whiteman take a look at Palantir, a tech company with a lot of promise and a lot of expectations. Tickers mentioned: SFIX, RTR, PLTR, BAH Host: Mary Long Guests: David Meier, Lou Whiteman, Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks Learn more about...
Project DYNAMIS and the Future for Comm
In this episode of Phoenix Cast, hosts John and Kyle are joined by special guest Col Jason Quinter and the team talks JADC2, Project DYNAMIS, and comm architectures of the future.
Share your thoughts with us on Twitter: @USMC_TFPhoenix (Now verified!) Follow MARFORCYBER & MCCOG on Twitter, LinkedIn, Facebook, and YouTube. Leave your review on Apple Podcasts.
Links:
Palantir vs DCGS-A: https://www.defensenews.com/land/2019/03/29/palantir-who-successfully-sued-the-army-just-won-a-major-army-contract/
MC Times JADC2 article:
https://www.marinecorpstimes.com/news/your-marine-corps/2023/02/23/how-jadc2-is-like-a-grill-according-to-one-marine-colonel/?utm_source=sailthru&utm_medium=email&utm_campaign=mil-ebb&SToverlay=de88742f-46f7-4f2c-819d-3b36a47d6a7e
Hot Take: Confluence and Exit of Air Force's First CFO
In this episode of Phoenix Cast, hosts John, Rich, and Kyle go it alone without a guest. They discuss the latest vulnerability in Confluence (CVE-2021-2608) and the exit of the Air Forces first Chief Software Officer. Share your thoughts with us on Twitter: @USMC_TFPhoenix (Now verified!) Follow MARFORCYBER & MCCOG on Twitter, LinkedIn, Facebook, and YouTube. Leave your review on Apple Podcasts.
Links:
Confluence: https://us-cert.cisa.gov/ncas/current-activity/2021/09/03/atlassian-releases-security-updates-confluence-server-and-data
Nick Chaillan: https://www.theregister.com/2021/09/03/usaf_chief_software_officer_quits_angry_post
DCGS-A/Palantir: https://www.defensenews.com/land/2019/03/29/palantir-who-successfully-sued-the-army-just-won-a-major-army-contract/
#288 Shyam Sankar - Are We Sleepwalking Into World War 3?
Shyam Sankar is Chief Technology Officer and Executive Vice President at Palantir Technologies, where he has served since 2006 as one of the companys earliest hires and key builders. A seasoned technologist with over two decades of experience, he has led the design and deployment of software platforms that support some of the worlds most complex and high-stakes environments. from defense operations to enterprise systems. Sankar holds a B.S. in Electrical and Computer Engineering from Cornell University and an M.S. in Management Science and Engineering from Stanford University. His career reflects a commitment to advancing technology that strengthens national resilience...
#245 Trae Stephens - Inside Andurils AI Superweapons: Eagle Eye Helmet and Autonomous Tech
Trae Stephens is Co-founder and Executive Chairman of Anduril Industries, a defense technology company, and a General Partner at venture capital firm Founders Fund, where he invests across sectors with a particular interest in startups operating in the government space. Previously, Trae was an early employee at Palantir Technologies, where he led teams focused on growth in the intelligence and defense sector as well as international expansion, helping large organizations solve their hardest data analysis problems. He was also an integral part of the product team, leading the design and strategy for new product offerings. While at Palantir, Trae also...
#211 Scott Nolan - CEO of General Matter on Uranium Enrichment
Scott Nolan is the CEO of General Matter, enriching uranium in America to reshore domestic nuclear fuel capacity and power the American energy production needed to lead in AI, manufacturing, and other critical industries. General Matter is backed by Founders Fund, the first institutional investor in SpaceX, Palantir, and Anduril.Scott is also a partner at Founders Fund, where for the past 13 years he led hardtech investments across energy, infrastructure, manufacturing, aerospace, and defense. Companies Scott has worked with include SpaceX, Neuralink, Crusoe Energy, Planet Labs, The Boring Company, Nubank, Impulse Space, and Radiant Nuclear. Previously, Scott was an early...
#190 Shyam Sankar - Chief Technology Officer of Palantir: The Future of Warfare
Shyam Sankar is the Chief Technology Officer at Palantir Technologies. A builder at heart, hes spent over 20 years designing and deploying cutting-edge software and AI for both government and private sector partners. As Palantirs 13th hire, Shyam helped take the company from scrappy startup to S&P 500 powerhouse. A relentless opponent of inefficiency and red tape, Shyam has made it his mission to overhaul the institutions holding America backstarting with the government. His focus? The Defense Reformation: a bold effort to transform how the U.S. military buys, builds, and fights so we can winand keep winning. Shawn Ryan Show...
#151 Joe Lonsdale - The AI-Driven EMP Weapon Built to Destroy New Jersey Drone Swarms
Joe Lonsdale is a technology entrepreneur and investor known for advancing defense technologies and national security innovations. As a co-founder of Palantir Technologies, he helped develop powerful data platforms to address global threats. Through his venture firm, 8VC, he has supported startups in AI, cybersecurity and battlefield intelligence, driving innovation at the intersection of technology and defense. Lonsdale is a leading advocate for emerging military technologies, particularly directed energy weapons like high-energy lasers and microwave systems, which he sees as vital for missile defense and counter-drone operations. Committed to fostering public-private partnerships, he works to ensure the U.S. remains at...
Tech Investor Joe Lonsdale On How Philosophy Makes You Better at Business
Ryan speaks with entrepreneur and investor Joe Lonsdale about the intersections of business and philosophy, what Cicero means to him, why so many people are relocating to Texas, and more.Joe Lonsdale is a major Silicon Valley tech sector investor. A co-founder of Palantir Technologies, Lonsdale was an early investor in companies including Oculus, Oscar, Illumio, and Orca Bio, and is a partner at 8VC, his venture capital firm. Lonsdale also started the Cicero Institute, a group dedicated to public-private partnerships to solve problems.This episode is brought to you by GiveWell, the best site for figuring out how and where to...
Ask Daily Stoic: Ryan Holiday & Tim Ferriss Discuss "Alive Time vs Dead Time"
Ryan speaks with Tim Ferriss, the author, podcaster, and investor. Tim has written five New York Times best selling books, including The 4-Hour Workweek, The 4-Hour Body, Tools of Titans and Tribe of Mentors. His podcast, The Tim Ferriss Show, has over 400 million downloads on iTunes. He has been an early investor in over 50 companies, including Uber, Facebook, Shopify, and Alibaba. Tim writes a hugely popular blog and has spoken in front of millions of people, whether on TV or to organizations like Google, MIT, Microsoft, and Palantir.(4:57) - How Stoicism has helped them deal with COVID-19(21:30) -...
Extra: Palantirs Shyam Sankar On The 'Lies' Being Told About AI
Artificial intelligence is developing at a breakneck pace, transforming industries across the globe. But the reaction remains mixed. While some companies are leaning on AI to replace human workers, others are leveraging this newfound assistance to redirect employees toward higher-level taskseven sparking hiring sprees as AI assumes more routine responsibilities. Will this technology eventually automate your role, or will it simply make your job better, easier, and more efficient? Shyam Sankar, Chief Technology Officer ofPalantir Technologies, joins the FOX News Rundown to discuss how businesses are implementing AI just as its oversight becomes a focal point for lawmakers in Washington....
FromWashington: The State of the State of the Union
President Trump will deliver his State of the Union address to the nation Tuesday night. However, this storied tradition faces modern challengesfrom declining TV viewership and increased partisan protests to the rise of online prediction markets. But despite these changes, the address remains a vital constitutional ritual for setting the national agenda and outlining the Presidents legislative priorities.Tevi Troysenior fellow at the Ronald Reagan Institute, former White House aide, and historianjoins the Rundown to discuss the evolving relevance of the State of the Union and why its historical role as a unifying national event remains worth preserving.Later,Palantir Technologies CTO Shyam...
#2190 - Peter Thiel
Peter Thiel is an entrepreneur and investor. He co-founded PayPal, made the first outside investment in Facebook, and co-founded Palantir Technologies, where he serves as chairman. Thiel is a partner at Founders Fund and leads the Thiel Foundation, which funds technological progress and long-term thinking. He is also the author of the #1 New York Times bestseller Zero to One.
https://foundersfund.com
https://palantir.com
Learn more about your ad choices. Visit podcastchoices.com/adchoices
I Ran Valuation Analysis On The Most Popular Stocks
00:00 Overview03:00 Mastercard08:00 Meta10:24 Adobe14:20 Amazon15:02 Duolingo17:03 Nvidia18:25 Salesforce19:25 Google21:05 Microsoft21:25 Uber22:50 Netflix26:00 Tesla28:10 Palantir29:50 ASML31:30 Paramount Hostile Bid40:50 Fail Of The Week: Waymo vs Kitkat
Tom Lee On Earnings Week: The Market Will Keep Going Up
00:00 Overview02:00 Palantir06:00 Shopify08:30 Uber13:50 Spotify15:57 AMD17:34 FICO18:15 Duolingo26:40 Texas Roadhouse28:55 Tom Lee Case For The Bull Market32:54 Amazon OpenAI Deal34:07 Fail Of The Week: Sam Altman
The Most Undervalued Stocks In The Market
00:00 Google06:08 Meta07:37 Nvidia09:40 Spotify12:00 Apple15:10 Mastercard / Visa18:00 Amazon19:25 MSCI21:14 Uber24:00 ASML26:20 Adobe29:00 Intuit31:00 Equifax32:45 Netflix34:14 Tesla36:10 Palantir38:08 Lululemon40:10 AMD41:20 Costco42:17 Booking Holdings
Ten AI Stocks To Buy Now
00:00 Introduction02:50 Focusing On AI05:00 ASML08:20 Meta09:26 Amazon12:28 Intuit14:40 Nvidia15:50 Salesforce19:10 Microsoft19:50 Google22:00 Oracle23:03 Palantir24:40 Brad Gerstner AI Thoughts33:36 Meta Buys AI Company34:30 Disney Sues AI Company
The Stock Market Is Now A Rocket Ship, According To Trump
00:00 Intro02:00 US and UK Trade Deal Analysis07:30 Google Stock Struggles15:20 Palantir Top Ten Tech Stock22:50 Cathie Wood Tesla Prediction
The Most Undervalued Stocks In The Market
00:00 Introduction04:21 Apple07:25 Google10:18 Costco14:09 FICO16:48 Amazon20:30 S&P Global21:30 Texas Roadhouse24:35 Moody's25:25 Palantir27:45 ASML29:34 Salesforce31:15 Microsoft33:25 VICI33:50 Mastercard36:00 Uber38:15 Intuit39:56 Booking Holdings43:10 Netflix
The Stock Market Is About To Get Volatile
00:00 Intro
02:29 Election Investing
07:30 Election Impact
12:04 Palantir Earnings
16:00 Buffett Is Selling
19:43 TikTok Day Trading
Palantir Stock Is Now Extremely Expensive
00:00 Intro
01:45 Palantir Is Expensive
17:09 Netflix Cancellations Spike
25:10 Tim Sweeney Sues Google
28:55 Google Pays 2.7 Billion For One Employee
This Week Is Going To Be Interesting
00:00 Overview
02:26 Palantir
06:40 Realty Income Corp
10:09 Disney & Warner Bros. Discovery
15:56 Celsius
20:40 Crocs
24:44 Nikola
28:37 Ferrari
31:17 Uber
32:00 Shopify
36:17 Robinhood
37:45 Airbnb
40:10 AMC
Episode 165 - Why Dividend Investing Is So Addictive
Peter Thiel, the founder of Paypal and Palantir has had documents reveal that he turned less than $2,000 into over 5 billion, all within a Roth IRA. We discuss how this is possible. We also look at an interview with Buffett and Munger and discuss why dividend investing is so addictive. Patreon: https://www.patreon.com/josephcarlson Join the Patreon and get access to a discord community with over 1,500 active members. Exclusive episodes, portfolio/dividend tracing website & spreadsheet, notifications of buys/sells, and much more. Unlike stocks, the Patreon is risk-free, you get a free trial when you join. Dividend Portfolio: https://m1finance.8bxp97.net/YgdPyr Growth Portfolio:...
Collecting data on all Americans June 7th, Hour 1
Palantir is a data analytics giant. Is it building a massive government database with your info? Heres fact vs. fiction. Plus: a North Korean smartphone, a viral math trap, and 93 billion browser cookies for sale. And I help Steve from Phoenix edit his podcast with NotebookLM.
Learn more about your ad choices. Visit megaphone.fm/adchoices
From Getting Pizza in SERE School to CEO of Blackpanda | Gene Yu | Ep. 310
Support the show here:https://www.patreon.com/TheTeamHouseGene Yu is Co-Founder and CEO of Blackpanda, Asia's premier digital forensics and cyber security incident response firm. He is a computer science honor graduate from West Point, previously served in the U.S. Army Special Forces, and is the author of three books. Gene has served across Asia in both the military and private sectors as an equity swaps trader with Credit Suisse in Hong Kong and with Palantir Technologies Asia business development team in Singapore.Gene is currently best-known for leading one of the fastest recorded recoveries of a family friend, kidnapped in eastern Malaysia by Filipino...
Gene Yu | 1st Special Forces Group officer & CEO of Black Panda | Ep. 113
Gene Yu is Co-Founder and CEO of Blackpanda, Asia's premier digital forensics and cyber security incident response firm. He is a computer science honor graduate from West Point, previously served in the U.S. Army Special Forces, and is the author of three books. Gene has served across Asia in both the military and private sectors as an equity swaps trader with Credit Suisse in Hong Kong and with Palantir Technologies Asia business development team in Singapore. Gene is currently best-known for leading one of the fastest recorded recoveries of a family friend, kidnapped in eastern Malaysia by Filipino Abu Sayyaf...
463 - Tylenol Tism, FBI at Jan. 6th, & Meeting The Mossad
Tim discusses RFKs announcement that Tylenol may cause autism, Pete Hegseth gathering top military officials for a secret meeting, breaking news that 275 FBI agents were at Jan. 6th, the money man Howard Rubin being arrested for sex crimes, and Palantir now pivoting into a lifestyle brand. Tim was also inspired by a recent interview Bari Weiss did with a Mossad agent so he decided to interview someone who could educate him on a topic of which he has no knowledge. American Royalty Tour https://punchup.live/TimDillon SPONSORS: Cozy Earth Go to https://cozyearth.com/TIM for up to 40% off the best pants, joggers,...
459 - Taylor Swifts Engagement & The Digital Prison
Tim discusses his participation in the Riyadh Comedy Festival, shares his thoughts on Taylor Swifts engagement to Travis Kelce, warns of Peter Thiels digital prison brought to you by Palantir, laments our mediocre culture, learns about drones meant to deter school shootings, and explains how the end has been engineered by the elite. American Royalty Tour https://punchup.live/TimDillon SPONSORS: Cozy Earth Go To https://cozyearth.com/TIM For Up To 40% OFF Best selling temperature-regulating sheets, apparel, and MORE! Lucy Go To https://lucy.co & Use Promo Code TIM To Get 20% OFF Stash Go To https://get.stash.com/TIM To See How You Can Receive $25 Toward...
454 - Emergency Podcast: The Epstein Cover-Up
Tim sits down with a prominent Austin broadcaster to discuss Donald Trumps handling of the ongoing Epstein coverup, its connection to Netanyahu & Israel, the misplaced fear of Palantir, and who exactly is implicated in the Epstein list...
American Royalty Tour
https://punchup.live/TimDillon
Subscribe to the channel:
https://www.youtube.com/@TimDillonShow?sub_confirmation=1
Instagram:
https://instagram.com/timjdillon/
Twitter:
https://twitter.com/TimJDillon
Listen on Spotify!
https://open.spotify.com/show/2gRd1woKiAazAKPWPkHjds?si=e8000ed157e441c8
Merch:
https://store.timdilloncomedy.com/
For every $400,000 we gross in revenue, we are donating five dollars to end homelessness in Los Angeles. We are challenging other creators to do the same.
#TimGivesBack
447 - Musk vs. Trump, Ukrainian Drones, & A Very Special List
Tim discusses the viral Donald Trump and Elon Musk internet feud, questions Palantirs access to every American citizens data, watches Kash Patels unconvincing performance on Joe Rogans podcast, and offers his predictions on the escalating Russia and Ukraine war after the recent Spiders Web drone attack.American Royalty Tour https://punchup.live/TimDillonSPONSORS:KikoffVisit https://getkikoff.com/tim To Start Building Credit & Get 80% OFF Your First MonthNutrafolGo To https://nutrafol.com/men & Use Code TIMDILLON to get $10 OFF your first months subscription and FREE shippingGemini Credit CardSign Up For The Gemini Credit Card: https://gemini.com/tim #geminicreditcard #cryptorewards This video is sponsored by Gemini. All opinions expressed by the...
#600: Jason Portnoy of PayPal, Palantir, and More Porn Addiction, The Corrosiveness of Secrets, Healing Wounds, Escaping Shame Cycles, and Books to Change Your Life
Brought to you by LinkedIn Marketing Solutions marketing platform with ~770M users, Athletic Greens all-in-one nutritional supplement, and Shopify global commerce platform providing tools to start, grow, market, and manage a retail business. Entrepreneur, venture capitalist, and author Jason Portnoy began his career at PayPal, working closely with technology icons like Peter Thiel, Elon Musk, Max Levchin, and Reid Hoffman. He served as the first chief financial officer of Palantir Technologies and later founded Oakhouse Partners, a top-performing venture capital firm.Jason is sought after as a trusted advisor to technology company CEOs and has spoken on topics ranging from executive leadership to the intersections of technology and humanity. He...
Ep 28: Peter Thiel, Billionaire Investor and Company Creator on Investing, Business, and Life
Peter Thiel has been involved with some of the most dynamic companies to emerge from Silicon Valley in the past decade, both as a founder and investor. He is well known as the first outside investor in Facebook, but there's much more to the story...Peter's first start-up was PayPal, which he co-founded in 1998 and led to a $1.5 billion acquisition by eBay in 2002. After the eBay acquisition, Peter founded Clarium Capital Management, a global macro hedge fund. Peter also helped launch Palantir Technologies, an analytical software company which now books $1B in revenue/year, and he serves as the chairman of that...
FBI Releases TRANS Shooter MANIFESTO Exposing Anti-Christian HATE w/ Kelsi Sheren
Tim, Phil, & Brett are joined by Kelsi Sheren to discuss the FBI releasing the Nashville Trans Shooter manifesto, Trump saying he doesn't feel sorry for Joe Biden amid Biden's cancer diagnosis, the New York Times saying Trump & Palantir will compile data on all Americans, and the shocking evolution of AI video over the last year. Hosts: Tim @Timcast (everywhere) Phil @PhilThatRemains (X) Brett @PopCultureCrisis (YouTube) Serge @SergeDotCom (everywhere) Guest: Kelsi Sheren @KelsiBurns (X)
Classic 23: Lessons from Billionaire Peter Thiel
On todays classic episode,we study Billionaire Peter Thiel. Peterco-founded PayPal and he was the CEO until the sale to eBay in 2002 for $1.5 billion. After the sale of PayPal, Thiel started a big data analysis company called Palantir Technologies.He also became the founder of a venture capital firm called Founders Fund. With this firm, Thiel became Facebooks first outside investor when he acquired a 10% stake for as little as $500,000 in August of 2004.Peters personal net worth today is about $5 billion and he remains active in numerous tech businesses. IN THIS EPISODE YOULL LEARN: 00:00 - Intro...
TIP557: Mastermind Q2 2023 w/ Tobias Carlisle and Hari Ramachandra
In today's episode, Stig Brodersen speaks to Tobias Carlisle and Hari Ramachandra. Stig only owns five individual stocks, and in this episode, he outlines why he added Teqnion as the newest addition to his portfolio. Haris pick, Palantir, has recently traded at a 52-week high after a preceding 80% drop, and Tobias pitches Virtu Financial, a value stock with strong cash flows in uncertain times. IN THIS EPISODE YOULL LEARN: 00:00 - Intro 01:35 - The groups takeaways from the Berkshire Hathaway shareholders meeting 06:00 - Why Hari is bullish on Palantir (Ticker: PLTR) 24:46 - Why Toby is bull...
TIP 007 : Peter Thiel's book - Zero to One (Investing Podcast)
In this episode of The Investor's Podcast, the panel discusses the ideas of Peter Thiel.Peter is a famous Silicon Valley Billionaire who founded PayPal and Palantir.He also owned a 10% stake in Facebook.The Investors, along with Hari Ramachandra, discuss Peter's new book - Zero to One. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. New to the show? Check out ourWe Study Billionaires Starter Packs. Our tool for picking stock winners and managing our portfolios:TIP Finance Tool. Check out ourFavorite Apps and Services. Browse...