Palantir Makes its Case Against Frontier AI

Shares of Palantir had an stellar day after reporting even more stellar earnings results. Many of the questions about getting commercial customers into its ecosystem appear to have been answered, and CEO Alex Karp made the case that Palantir’s offerings posed fewer risks than the AI models coming out today. Travis, Lou, and Tyler break down its earnings, plus a blowout quarter for Caterpillar and what to make of Spotify’s mixed earnings results

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Tyler Crowe, Travis Hoium, and Lou Whiteman discuss:

- Palantir’s earnings and guidance

- The case for model-agnostic AI

-Caterpillar’s incredible quarter

-Is Spotify a growth stock or a value stock

Companies discussed: PLTR, CAT, DE, SPOT, NFLX

Host: Tyler Crowe

Guests: Travis Hoium, Lou Whiteman

Engineer: Dan Boyd

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