Palantir, Zscaler, AI, & more: Best of Asking for a Trend

Josh Lipton News

Palantir, Zscaler, AI, & more: Best of Asking for a Trend
Alex KarpCanaccord GenuityKevin Roberts
  • 📰 YahooFinanceCA
  • ⏱ Reading Time:
  • 309 sec. here
  • 16 min. at publisher
  • 📊 Quality Score:
  • News: 158%
  • Publisher: 63%

In this episode of the Best of Asking for a Trend, Yahoo Finance's Josh Lipton sat down with executives and experts in sectors such as AI, tech, retail, the ...

sat down with executives and experts in sectors such as AI, tech, retail, the auto industry, and cybersecurity, with guests including Palantir CEOWe understand that with so many trends influencing the market and so little time to grasp them all, it can be difficult to digest.I'm Josh Lipton and I am here now with Punier Ceo Alex Carp for this exclusive Yahoo finance interview here at A IP con.

And the general approach of just buying models is going to be essentially self pleasuring for an enterprise at the cost of the enterprise and no one believed us. You have to actually show them the whole purpose of this conference is I can tell you how an ontology works.You have the logic of the business, you including the security logic of the business and you have something that it approximates new knowledge in a new form called a large language model.

And this is transformative and what it means for investors and others is there is value in this market.And that prey to optimality happens when people say, oh, I am actually getting value and that's why people are here. And how, how do you get the software to control the hardware so that we can, we can get out of the business of trying to compete with people who are better at hardware and get into the business of producing something they do not produce as well.The, the the products that actually scare our enemies are, are just not products that employ mill millions of people.

And, and, and the answer to that determines whether America in the West, which I view as a superior way of living because it's fairer better meritocratic leads to free speech allows for wealth creation.And we by the way have to get out of the apologizing for our culture thing. You know, we are in a world where our adversaries are founders, they have the founder playbook, which is I'm gonna, I'm gonna be aggressive and win where I can.

Uh The dod is changing rapidly, how it's been So, uh well, there's much more of a focus you saw that we won this big maven contract.I think unfortunately, we are going to end up moving even quicker because our adversaries are likely to continue their nefarious acts which Russia, China, Iran, I mean, all three are working together.

How big is that ecosystem now, which has grown a lot since we first started talking, the, the, the venture capital world has completely flipped when we talked the last time by and large, the tech company co community was adversarial to palant here on this issue of supporting our nation. You know, the study was inspired by a bill in the Texas legislature that demanded Ercot analyze the impact of things like data centers on grid reliability as a winter storm in 2021 significantly impacted the grid and resulted in deaths and what the study found that was starting in 2028 2029 2030 in both the winter and summer.

I guess the question is whether data center operators are gonna try to locate in those places that do have more capacity.So companies are putting their data centers there, you know, traditional parts in the Mid Atlantic, you know, we know some places in Ohio.But ultimately, you know, if you, the more data centers you add the more EVs you add to the grid, it will begin to tax it.

Certainly, you know, we cover a company called a Maresco uh that basically a clean tech integrator that should benefit, you know. A recent survey from EY reporting that us corporate M and A deal volume will increase by 20% from this year to next.We'll have the author, we have the author of that survey joining us now, Mitch Berlin Strategy and Transactions Leader at Ey Mitch.So I feel like the conventional wisdom for a while was the rates would really have to start to move down more meaningfully before we saw an uptick.

If you look at the oil and gas industry and the, and the consolidation around the basin and then tech is the largest, the largest sector that's doing transactions a year over year and this year is no exception. This year may be different because, because there are clearly different attitudes and M and A between the different parties.

Is that something that um clients that folks you're talking to are taking into account whether they even decide whether they pursue a deal in the first place.Well, we, we certainly talk about it with their clients truly. Because it's not just the number of deals, it's the size of the deals that we have seen of the ones that have been announced.

And you're seeing that with the top line numbers, uh obviously the hybrid and EV numbers are coming from an overall kind of smaller base compared to internal combustion engines, but definitely seeing positive growth there. And I think what you're seeing is as that price kind of gets reduced, consumers are showing much more kind of interest on that front.

But until we get that charging infrastructure in place and the cost in line, I think it's gonna be a little bit more of a difficult challenge and that's where hybrids can really come in and help the auto manufacturers out.Listen, we talked evs, we talked hybrids, give me your take on, on pickups beyond for just industry wide, Kevin, as you look at that category, how healthy, how resilient.

A lot of retail names and, and, and you, you got a lot of reports and conference calls CEO S CFO S is an investor trying to get a sense of where this sector is at.Well, I I'm not the guru because I make a lot of mistakes between, ok.And I asked about color.Is it a online tells you how much goods are on sale, how, what percentage is off and all that.Uh Your point is in that it's increasing at a slower rate, but of course, it's still increase on top of 40 year highs.

At what level and the weights for the be and it's mostly accessories from what I know and accessories are kind of like carrying around a little logo or maybe a bigger logo. I've learned not to follow trends because when you follow them, you follow them but you gotta call the end of the trend uh things, you know, it's interesting.

So there's no breach per se, there's a claim breach, so to speak, the social media can do all kinds of stuff. You talked about China just now the big threat from China is that all large companies who are present in China, they have a network coming from China all the way to the US or Europe.We allow you not to have a network connected to China or other countries and still have secure communication.

We have summarized this news so that you can read it quickly. If you are interested in the news, you can read the full text here. Read more:

YahooFinanceCA /  🏆 47. in CA

Alex Karp Canaccord Genuity Kevin Roberts Trend Palantir Mickey Drexler Alex Mill Chairman Mitch Berlin George Gianarikas

Canada Latest News, Canada Headlines

Similar News:You can also read news stories similar to this one that we have collected from other news sources.

Tampa General-Palantir deal, Nvidia stock split: Asking for a TrendTampa General-Palantir deal, Nvidia stock split: Asking for a TrendOn today's episode of Asking for a Trend, Yahoo Finance's Julie Hyman breaks down the trading week's major stories and what to watch next week. Tampa General...
Read more »

Keith Gill livestream, energy bottlenecks, Palantir CEO on AI: Asking For A TrendKeith Gill livestream, energy bottlenecks, Palantir CEO on AI: Asking For A TrendOn Thursday's episode of Asking for a Trend, Yahoo Finance host Julie Hyman breaks down the afternoon trends that will move stocks tomorrow, exploring AI's...
Read more »

Corporate dealmaking, mixed retail earnings: Asking for a TrendCorporate dealmaking, mixed retail earnings: Asking for a TrendOn today's edition of Asking for a Trend, Yahoo Finance's Julie Hyman breaks down the trading day's biggest stories. A new EY forecast predicts corporate M&A...
Read more »

Ford's hybrid vehicles, former Gap CEO on retail: Asking for a TrendFord's hybrid vehicles, former Gap CEO on retail: Asking for a TrendJoin Josh Lipton on Yahoo Finance's Asking for a Trend to make sense of June 4's biggest market themes. Stocks (^DJI, ^IXIC, ^GSPC) inched out slight gains...
Read more »

CrowdStrike earnings, Zscaler and the cybersecurity landscape: Asking for a TrendCrowdStrike earnings, Zscaler and the cybersecurity landscape: Asking for a TrendOn Monday's episode of Asking for a Trend, Yahoo Finance anchor Josh Lipton breaks down the stocks to watch this week, as CrowdStrike (CRWD), PVH (PVH...
Read more »

Trump's billionaire backing, private credit: Asking for a TrendTrump's billionaire backing, private credit: Asking for a TrendToday's episode of Asking for a Trend hosted by Josh Lipton delves into two major stories: Trump's conviction and the surge in private credit. Following...
Read more »



Render Time: 2025-02-15 18:55:45