Palantir: Meme or Maestro? A Conversation with Dan Ives
RiskReversal Pod
00:00
Tech Giants at a Crossroads
This chapter explores the challenges faced by major tech companies, particularly Apple and Google, in light of shifting market dynamics and legal pressures. It highlights the effects of geopolitical tensions, tariffs, and competition from companies like Huawei, alongside significant issues related to supply chain diversification and AI integration. The discussion also reflects on missed acquisition opportunities and the necessity for innovative strategies amidst evolving consumer demands.
Transcript
Play full episode
