Is Palantir's Surge Just Hype | E2081
Today’s show: Jason and Alex cover Palantir’s surge (is it all hype?), Temo and Shein and the de minimise loop hole, Uber’s earnings and the future of self-driving technology and much more!
Key Points
- Palantir's CEO, Alex Karp, passionately highlighted the company's commitment to supporting Western institutions and deterring adversaries, which has fueled strong retail investor enthusiasm despite concerns over the company's high valuation.
- Jason Calacanis and Alex Wilhelm discussed how the rise of self-driving technology, spearheaded by companies like Waymo and Tesla, is poised to significantly expand the total addressable market for ride-sharing services, potentially benefiting companies like Uber in the long run.
- The recent regulatory pushback on Robinhood's partnership with Kalshi for sports betting highlights ongoing challenges in balancing innovation with regulatory compliance, reflecting broader trends in how new markets like prediction markets and cannabis are being approached in the U.S.
Chapters
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1:00 | |
1:38 | |
4:02 | |
7:07 | |
9:49 | |
14:36 | |
19:33 | |
21:46 | |
30:06 | |
31:34 | |
38:33 | |
44:11 | |
47:18 | |
52:17 | |
56:43 | |
57:12 |
Transcript
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