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Prof G Markets
OpenAI’s Exodus, the Rise of Palantir, and the Longshoremen’s Strike
Sep 30, 2024
50:17
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Scott, a tech valuation expert, shares his thoughts on the overhyped status of Palantir while advising its employees on stock options. Ed joins to discuss urgent matters like the DOJ's antitrust lawsuit against Visa and OpenAI's executive shakeup. The duo also highlights the potential fallout from the Longshoremen's strike, revealing how it could impact the U.S. economy. Their insights blend corporate dynamics with humor and urgency, tackling the evolving tech landscape and its economic ramifications.
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- The DOJ's antitrust lawsuit against Visa signifies a critical shift towards greater corporate accountability in the financial services sector.
- Palantir's significant stock surge amid AI demand raises concerns over its high valuation despite its strong positioning as a government contractor.
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