Michael Parekh, an AI expert with a background at Goldman Sachs, joins Mike and Kass Lazerow, founders and authors of "Shoveling Shit: A Love Story." They explore the roaring growth of AI, dissect Google’s dominance, and analyze Palantir's meteoric rise. The Lazerows share real entrepreneurial struggles, emphasizing the importance of hiring and strong company culture. They also delve into the innovative marketing strategies of Liquid Death, revealing how storytelling fuels brand loyalty and consumer engagement.
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insights INSIGHT
Google's Quiet Rise
Google's stock is quietly reaching new highs despite the ongoing AI race and market volatility.
This stability suggests Google is well-positioned for long-term growth in the AI landscape.
volunteer_activism ADVICE
Spin-off Advice for Google
Google should spin off units like YouTube, Cloud, and Gmail to unlock value for investors.
This would create more focused entities and allow investors to participate in specific AI opportunities within Google.
insights INSIGHT
Culture is Key
Building a strong company culture is crucial for startup success.
Prioritize hiring the right people and cultivate a positive environment from the beginning.
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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/
Trends with Friends 
