Intro

Join Howard Lindzon, Michael Parekh, Phil Pearlman, and special guests Mike & Kass Lazerow as they dive into the storytelling in business, AI’s impact on growth, and the hard truths of entrepreneurship. In this episode of Trends with Friends, we discuss Google’s AI dominance, Palantir’s explosive growth, and why Liquid Death is changing the game in consumer branding. Mike & Kass share insights from their upcoming book, Shoveling Shit: A Love Story, unpacking the real struggles of building a company, hiring the right people, and why focus is the ultimate startup cheat code. 📅 Recorded live on February 2025 🎙️ Special Guests: Mike & Kass Lazerow, Founders & Authors of Shoveling Shit: A Love Story 🔑 Brought to you by Stocktwits Charts: https://docs.google.com/presentation/d/e/2PACX-1vSGxXj3vrwK4NxDUNwEbiPyix1dieUOLb9NrNY4zQNpxq1TXbxZIUnY8tb9jwEGPGaRM8wN32YnZIZP/pub?start=false&loop=false&delayms=3000&slide=id.g32ca5c0f423_0_12

Key Topics Covered: Palantir’s meteoric rise: Government ties, meme status & AI expansion Google’s AI advantage: Why it’s quietly the most dominant player Shoveling Shit: A Love Story: The unfiltered truth about entrepreneurship The Cheat Codes to Success: Scaling, hiring, and avoiding costly mistakes Liquid Death & Consumer Branding: How marketing became the new engineering The Costco & Gold Trade: What these rare assets signal about markets Chapters 00:00 Introduction and Guest Introductions 03:02 The Journey of Mike and Cass Lazerow 05:17 Entrepreneurship and the Era of AI 08:29 Palantir's Market Position and Trends 14:11 Google: The Most Interesting Chart 19:37 Google's Role in AI and Digital Advertising 24:26 Investor Insights and Future Predictions 28:55 Android's High-End Opportunity 30:36 The AI Battle: Google vs. Apple 33:25 Introducing 'Shoveling Shit': A New Book 34:45 Cheat Codes for Entrepreneurs 36:34 The Importance of Company Culture 39:27 Focus: The Key to Success 41:51 The Dynamics of a Husband-Wife Team 44:55 Overcoming Rejection in Business 49:19 Book Launch and Final Thoughts 50:04 The Journey of Writing a Book 54:53 Entrepreneurship and the Importance of Control 56:01 Qualities of Successful Founders 01:00:01 Market Insights and Rare Assets 01:05:16 The Importance of Movement and Creativity 01:06:31 Innovative Companies and Marketing Strategies Where To Find Howard and Friends: • Howard - https://stocktwits.com/howardlindzon • Phil - https://stocktwits.com/ppearlman • Michael Parekh - https://stocktwits.com/MParekh • Michael Lazerow - https://x.com/lazerow • Kass Lazerow -https://x.com/kasslazerow Disclaimer: All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/about/legal/terms/