Dr. Alex Karp LIVE from AIPCon | Alex Karp, Dan Ives, Eric Brock, Casey Lane, Ted Mabrey
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What is the main topic discussed in this episode?
We are in the middle of a blizzard. We are in the middle of a blizzard. This isn't actually that bad, but it is very cold. What do you mean it's not bad? It's not a blizzard. A real blizzard condition would not give this a d a a you know, a a ten out of ten blizzard. Alright, well we got snow the space. We got high winds. Just say you've never been to the East Coast before. True. Once been a few times. You got to be a little bit more. We're having a long way from the West. We're a long way from the T V P in Ultradome. We will be back there tomorrow. There's a ton of news that's going on shaking the timeline that we will be covering in detail tomorrow. Uh Dwarcash Patel dropped a response to the Department of War's moves to designate anthropic as supply chain risk.
There's a whole bunch of interesting nuanced conversation. We're gonna get into some of that today. Uh uh Patrick Collison uh Talked about the nature of drama in Silicon Valley, a very interesting thread that I think we can have a c a long conversation about tomorrow. And uh Microsoft is fast following OpenAI and Anthropic with Copilot Health. Uh and OpenAI plans to fold Sora into GPT as the sort of productization of consumer LLMs continues. So we'll be covering those stories tomorrow. Uh we want to say thank you to all of our sponsors that make the show possible. Uh it'll be a little bit of shorter show today but we have banger lineup so we're gonna kick it off with Dan Ives wait welcome to the show Dan Ives how you doing what's happening thank you so much for taking the time and on this very very cold day to hop on with us uh first introduce yourself tell us what you do
Why you're here. Yeah, Dan Ives. I've covered tech stocks going back to late nineties, you know, uh on Wall Street. And uh look for me, I mean, being here at Palantir isn't one of our favorite names, you know, the last few years. To me it's the AI revolution, it's almost been the poster child. And yeah, and I've in my career going back to early days of Apple, Tesla, yeah, it's always trying to find who could be the next one of those and You know, my my view the last few years is uh Palantir has been been what I view as kind of the golden child of AI.
Yeah, how do you s work on separating like the narrative the companies say every company comes out and you know, slaps AI on something, renames, slaps a dot AI on their domain versus it showing up in the financials, it's showing up in the metrics.
There's only one carp and one Palantir. And I think if you look at the numbers, numbers speak for for themselves. And I think the commercial business has really been w w what's been the jawdropper for Wall Street. Because I think that alone, you know, could really ultimately be, combined with the government business, a trillion dollar company in the next two to three years. And I think Palantir continues to be one where I think investors continue to underestimate just how big they're gonna be in this AI revolution.
Yeah. Uh I remember reading the bo the the Airbus case study a while back. Have you talked to anyone today, uh, doing anything particularly interesting in the commercial sector with Palantir? Like who who
sticks out?
Ninety percent of customers here weren't here two years ago. Oh yeah. So I think it just shows now obviously they've dominated the government, you know, dominated what we've seen across the board the last few years. But when it comes when it comes to commercial, they've really changed the whole game. And I think what you're seeing is with the AI revolution, when it comes to use cases, Palantir is the first call. And I think that's something that's still not factored into the stock in terms of how big the commercial business could be. Palantir. 'Cause when you look at the AI revolution, of course, NVIDIA, Microsoft, you know, y y y you have the semi plays, you have software, but I think Palantir is gonna w when we look out in the next few years, they are gonna be one of the clear standouts in terms of this fourth industrial revolution.
What uh what advice do you have for investors who are seeing geopolitical tensions rise, war, uh there's chaos in the markets, things are jumping up and down.
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Chapters
4 chapters
1
What is the main topic discussed in this episode?
0:04–5:06
2
What does Dan Ives think about Palantir’s role in the AI revolution?
5:06–7:33
3
How does Eric Brock describe Ondas’ drone‑in‑a‑box platform and its commercial applications?
7:33–1:04:02
4
What is Casey Lane’s strategy for growing Western sports media and the Cowboy Channel?
1:04:02–1:22:17
Speakers
4 identifiedMore from TBPN
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