2025.23: What Nike Learned About E-Commerce
June 6, 2025, 10 a.m.
Elon and Trump Break Up In Spectacular Fashion. What’s Next?
June 5, 2025, 10:12 p.m.
Shift4’s Acquisition of Global Blue (GB)
June 4, 2025, 7:58 p.m.
John Zito - Inside Apollo - [Invest Like the Best, EP.426]
June 3, 2025, 8:40 p.m.
The Steve Ballmer Interview
June 2, 2025, 8:40 p.m.
Ep. 48 Breaking Free: Why Enterprises Are Reconsidering Cloud Giants for AI | AI Insights
July 21, 2025, 6:29 p.m.
Greg Notch, Expel | The Cybersecurity Bridge
July 21, 2025, 6:21 p.m.
Are Board Meetings Useless?
July 21, 2025, 11:28 a.m.
Deep Dive on Thinky's Seed Round (Part II)
July 20, 2025, 10:57 a.m.
283 | Breaking Analysis | Tech Spending Remains Persistently Uncertain
July 19, 2025, 4:53 p.m.
What’s 🔥 in Enterprise IT/VC #455
July 19, 2025, 11:59 a.m.
106. AWS Agent Debate, Agent Cloud Washing, IPO Window Widening
July 18, 2025, 10:34 p.m.
17. AI Meets Psychology: How to Build Agents that Understand People
July 18, 2025, 10:16 p.m.
Premium: Understanding Figma
July 18, 2025, 9:39 p.m.
Mark Castleman, Intel | AI + Cloud Leaders
July 18, 2025, 4:27 p.m.
Rob Strechay, theCUBE Research | AI + Cloud Leaders
July 18, 2025, 3:16 p.m.
Clouded Judgement 7.18.25 - The Return of the Point Solution
July 18, 2025, 1:52 p.m.
Justin Guse & Sud Saxena, PwC | AWS Financial Services Summit 2025
July 17, 2025, 7:55 p.m.
Grant de Leeuw, DataMasque | AI + Cloud Leaders
July 17, 2025, 5:06 p.m.
Chandar Pattabhiram, Workato | World of Workato 2025
July 17, 2025, 4:01 p.m.
Nitin Wagh, Karini AI | AI + Cloud Leaders
July 17, 2025, 3:17 p.m.
RevenueCat Rejects $500M Acquisition and Raises Series C
July 17, 2025, 12:03 p.m.
How Thinking Machines Lab just made History
July 17, 2025, 10:58 a.m.
Samsara: Product, Strategy, And The Business Environment Are Pointing In A Positive Direction
July 17, 2025, 7:30 a.m.
Preethi CN, AWS | AWS Summit NYC 2025
July 16, 2025, 9:46 p.m.
David Nalley, AWS | AWS Summit NYC 2025
July 16, 2025, 9:37 p.m.
Tom Soderstrom, AWS | AWS Summit NYC 2025
July 16, 2025, 8:43 p.m.
Sarbjeet Johal, StackPane | AWS Summit NYC 2025
July 16, 2025, 7:58 p.m.
Tom Godden, AWS | AWS Summit NYC 2025
July 16, 2025, 7:16 p.m.
Soyoung Lee, TwelveLabs | AWS Summit NYC 2025
July 16, 2025, 6:42 p.m.
Chris Grusz, Nick Otto & Siva Surendira | AWS Summit NYC 2025
July 16, 2025, 6:24 p.m.
Randall Hunt, Caylent | AI + Cloud Leaders
July 16, 2025, 6:13 p.m.
Deepak Singh, AWS | AI + Cloud Leaders
July 16, 2025, 5:39 p.m.
Lisbeth Kaufman, AWS | AWS Summit NYC 2025
July 16, 2025, 5:24 p.m.
Vector Search May Be the Key to Real-Time AI | AppDevANGLE
July 16, 2025, 5:23 p.m.
Byron Cook, AWS | AI + Cloud Leaders
July 16, 2025, 5:22 p.m.
Chris Sullivan & Tarkan Maner | AI + Cloud Leaders
July 16, 2025, 5:19 p.m.
Ankur Mehrotra, AWS | AWS Summit NYC 2025
July 16, 2025, 3:45 p.m.
Matt Yanchyshyn, AWS | AWS Summit NYC 2025
July 16, 2025, 3:10 p.m.
Daniel Bernard, CrowdStrike | AWS Summit NYC 2025
July 16, 2025, 2:42 p.m.
Ben Schreiner, AWS | AWS Summit NYC 2025
July 16, 2025, 1:33 p.m.
The Pentagon just went all in on AI
July 16, 2025, 9:49 a.m.
How Equity Works
July 16, 2025, 1:20 a.m.
A-Players Get $100M Comp? 💰
July 15, 2025, 8:36 p.m.
Genspark rides frantic AI agent wave 🌊 - guide to agents
July 15, 2025, 9:37 a.m.
Ariel Wengroff, Ledger | Crypto Trailblazers
July 14, 2025, 10:56 p.m.
🌟 AI Stalwart: $160 | Palantir Bullets #138
July 14, 2025, 10:49 p.m.
Will AI Agents really Automate Jobs at Scale?
July 14, 2025, 9:41 a.m.
What’s 🔥 in Enterprise IT/VC #454
July 12, 2025, 12:24 p.m.
Nvidia's $4 Trillion AI chip Supremacy
July 12, 2025, 10:57 a.m.
Ep. 47 Superintelligence | AI Insights & Innovation
July 11, 2025, 11:50 p.m.
Ep. 46 Are We in an Innovation Drought? | AI Insights & Innovation
July 11, 2025, 11:28 p.m.
Benoit Dageville, Snowflake | RAISE Summit 2025
July 11, 2025, 11:14 p.m.
Bargain Bin Software: Is the Juice Worth the Squeeze?
July 11, 2025, 4:30 p.m.
The Agentic AI Advantage: Why Gen AI Isn’t Showing Up on the Bottom Line
July 11, 2025, 1:21 p.m.
Palantir Gets A MAJOR New Price Target Today From An Old Friend...
Jan. 14, 2025, 2:44 a.m.
Why Palantir Fell 8% Today
Jan. 8, 2025, 3:29 a.m.
The Top 7 Moments for Palantir in 2024
Jan. 7, 2025, 4:14 a.m.
PALANTIR'S SEPTEMBER: New Deals, Insider Selling, 4 Years of Being Public & +20% In The Stock.
Oct. 1, 2024, 12:55 a.m.
Palantir Hits $38 but Bank of America Says It's Worth $50... : Analyzing the Bank of America Upgrade for Palantir
Sept. 25, 2024, 1:01 a.m.
I'M BACK FROM AIPCON: Palantir...has had some exciting weeks.
Sept. 24, 2024, 1:09 a.m.
PALANTIR GETS INTO THE S&P 500.: What a milestone for one of the world's most exciting companies.
Sept. 9, 2024, 4:53 p.m.
Is Palantir Getting Included In The S&P 500 This Friday?: Analyzing Palantir's chances...
Sept. 4, 2024, 11:27 p.m.
Russia Bans Palantir's Alex Karp: A badge of honor?
Sept. 3, 2024, 5:44 p.m.
BREAKING: Palantir Gets Ranked #1 & Nvidia Proves Palantir Is Going to Win... : Recapping Nvidia's earnings and it's impact on Palantir
Sept. 2, 2024, 10:31 p.m.
Palantir Finally Had Some Downside Pressure: + a new deal and updates to Palantir's privacy technology
Aug. 27, 2024, 5:23 p.m.
Palantir Hires Someone Very Important...: Let's dive into Mike Gallagher.
Aug. 25, 2024, 12:50 a.m.
The New York Times Does An Exclusive on Alex Karp: This is Karp's first profile in a long time.
Aug. 23, 2024, 2:09 a.m.
Let's talk about the Media & Palantir...: Understanding the compounding media effect for Palantir over the next decade
Aug. 21, 2024, 10:54 p.m.
Palantir Gets A BUNCH of New Deals: Wendy's, Microsoft, the Air Force...and more.
Aug. 21, 2024, 1:54 a.m.
Palantir hits $30 After A Monster Earnings: WHAT. A. WEEK.
Aug. 20, 2024, 12:14 a.m.
Palantir Q2 Earnings Are Tomorrow : One of the most important earnings yet for the company
Aug. 4, 2024, 8:25 p.m.
Palantir Gets A Downgrade & Meets A Familiar Friend: Analyzing JD Vance's new bid for VP and what it means for Palantir
July 17, 2024, 12:02 p.m.
Palantir Hits $29 & Exclusive Interview With A Palantir Employee: First $29 touch since 2021
July 16, 2024, 10:31 a.m.
Palantir Closes Above $28 For The First Time Since 2021..: Let's talk about what's happening.
July 11, 2024, 3:18 a.m.
Citi Kind of Downgrades Palantir: We touched $28 for the first time since 2021...
July 9, 2024, 3:06 p.m.
Palantir Closes Above $27 For the First Time Since 2021: + The Model 3 Moment Might Be Here...
July 6, 2024, 11:37 p.m.
Bank of America Really Likes Palantir: Taking a look at the bank's bullish stance on Palantir
July 3, 2024, 2:36 a.m.
Palantir Continues To Go To Space: 2 New Deals for the company
July 1, 2024, 6:22 p.m.
Analyzing Palantir's Latest $480M Contract: A Random Wednesday, A New Half-Billion Dollar Government Contract
June 26, 2024, 3:30 a.m.
Palantir Gets One Fake Downgrade, One Real Upgrade: A Weird Day for Palantir..
June 25, 2024, 1:54 a.m.
Palantir Wins 2 New Deals: One for health, one for Space
June 23, 2024, 8:55 p.m.
Why Palantir Hit $26 Yesterday: Macro + Qualitative reasons led to the surge
June 20, 2024, 1:09 a.m.
Palantir's 4th AIPCon Deepened My Conviction: I'm baaaaaack!
June 17, 2024, 11:49 p.m.
Stanley Druckenmiller Is Back: 770k fresh new shares of Palantir
May 20, 2024, 2:15 a.m.
Palantir's Q1 Earnings Were Incredible: Even if the street didn't think so
May 16, 2024, 3:49 a.m.
Recapping The Biggest Palantir Q1 Deals: what happened over the past 90 days?
May 5, 2024, 12:39 a.m.
Answering The Biggest Retail Palantir Q1 Questions: how is retail thinking about the future of Palantir?
May 3, 2024, 10:24 p.m.
The Bootcamps Are Coming: Bloomberg does a big article on Palantir's go to market strategy
April 30, 2024, 2:39 a.m.
We all need to keep an eye on Palantir & Germany: Some new things I've learned..
April 23, 2024, 6:35 p.m.
Does Palantir Want A War?: + Google Employees Protesting The Company
April 19, 2024, 1:30 a.m.
Palantir Inks A New Deal With A Familiar Friend: + they won a new award
April 17, 2024, 2:25 a.m.
Palantir Unveils User-Centered Machine Learning for Visual Search: this newsletter will be a nerdy one
April 11, 2024, 1:54 a.m.
Shyam Sankar Puts out a Must Read Palantir Article: + updates on short float, bootcamps
April 10, 2024, 3:08 a.m.
We All Didn't Realize How Important Palantir Is to Ukraine : + a new government deal
April 8, 2024, 11:05 p.m.
We All Didn't Realize How Important Palantir Is to Ukraine: + a new government deal
April 8, 2024, 8:51 p.m.
Palantir Announces A HUGE Partnership: Why Oracle is gamechanging for the company
April 5, 2024, 4:05 a.m.
Germany Wants Palantir Back: + some new politicians joining the company...
April 3, 2024, 1:18 a.m.
Palantir Gets A New Deal from Lithuania : Breaking down why this deal matters + updated short float & a downgrade
March 31, 2024, 7:52 p.m.
Palantir's Most Important Announcement Since AIP: how big can this get...
March 26, 2024, 3:55 a.m.
Alex Karp Has A Message for The Shorts: + new price targets
March 21, 2024, 12:43 a.m.
Dan Ives Raises His Palantir Price Target: + new short float, Shyam's new tweet, and more
March 12, 2024, 2:51 a.m.
Palantir's AIP Con Was Incredible: + Introducing my latest product, and how we are going to use it today
March 8, 2024, 12:18 p.m.
Palantir Gets A HUGE Deal + AIPCon: and we hit $27 for the first time since August 2021...
March 7, 2024, 5:46 p.m.
Palantir Gets A New Deal With Ukraine: + No S&P 500 Yet & Snowflake Earnings
March 5, 2024, 5:56 p.m.