TBPN Earnings Season, Palantir Rips, Has Apple Topped, Google Misses, Penny Joins a16z
Feb 6, 2025
Dive into the fascinating world of tech as the hosts dissect Palantir's impressive earnings and stock surge powered by AI. They analyze Apple’s struggle with declining iPhone sales and the scrutiny around its intelligence feature. Google faces challenges with disappointing earnings amidst fierce competition. With discussions on the evolution of content creation thanks to AI, the impact on performance marketing, and even a look at Solana's resurgence, this conversation is packed with insights and humor!
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Episode notes
Cramer's X feed
- Jim Cramer's X feed is full of conflicting predictions, both bullish and bearish on the same companies.
- This makes him an unreliable source for investment advice.
Wu-Tang Clan & Palantir
- Wu-Tang Clan were early Palantir supporters, with Raekwon posting about visiting their headquarters in 2010.
- This highlights Palantir's unique and somewhat bizarre company culture.
Karp in the Middle East
- Palantir CEO Alex Karp is actively engaging with Middle Eastern leaders to discuss AI adoption.
- His upcoming book will further elaborate on his vision.