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Dec 2024
22m 54s

Episode 244: Robotics Long-Term Investme...

Nicholas Rossolillo; Kasey Rossolillo
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Palantir Q2 2026: What's Really Driving 149% Growth
Palantir just reported Q2 2026 earnings, and the headline number, revenue nearly doubling year over year, only tells part of the story. We go beyond the standard quarterly earnings review to unpack what's actually driving Palantir's acceleration: AIP, its AI platform built to hel ... Show More
7m 51s
Aug 7
Rocket Lab's 8 Billion Dollar Bid for Iridium
Rocket Lab has proposed acquiring Iridium Communications in an eight billion dollar deal combining new stock issuance and cash. We break down why this move pushes Rocket Lab toward becoming a fully vertically integrated space economy company, spanning satellite components, spacec ... Show More
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Aug 6
Alphabet Earnings: The Conglomerate Discount Explained
Alphabet Q2 2026 earnings show a company with two different stories depending on where you look, and we break down the conglomerate discount hiding in the balance sheet. Google Cloud revenue jumped to over 24 billion dollars for the quarter, up 80 percent year over year, with ope ... Show More
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