$AAPL + $PLTR, GDPx, Value of a Search, Grok Bot Breaks the Bank
John Coogan and Jordi Hays cover Apple and Palantir earnings, Shopify's agent-driven shopping with Harley Finkelstein, Northwood Space's $375 million raise with Bridgit Mendler, and SemiAnalysis's GDPX benchmark and the Grokbot cost pullback.
The gist
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Apple and Palantir both beat earnings yet dipped about 2%, as Palantir's US commercial revenue ($984 million) passed government revenue ($953 million) for the first time.
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Harley Finkelstein says Shopify's agent-driven orders rose 3.3x, and John bought a raincoat by asking ChatGPT, which checked out using Shop Pay.
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Finkelstein urges merchants to check the Shopify Knowledge Center to see what agents see, and to add details like cold-weather fit or Goldbelly-style cross-border shipping.
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Dylan Patel argues the first trillion dollars of AI revenue will come from fields like chip design, cybersecurity, finance and materials science, not broad office work.
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Patel says Elon curbed Grokbot to sell compute, noting GPUs rent for about $15 an hour against roughly $4 in total cost.
John Coogan uses it
"I completed my first agentic purchase on Shopify. I bought a raincoat. It was raining and I told Dot in ChatGPT, I need a raincoat. Go find it, buy it, send it to me, just do everything. And it used Shop Pay. And it has arrived."
▶ Play at 29:00159 creators recommend it, including Riley Brown, Peter Yang, and Claire Vo.
See all on the ChatGPT page
Jordi Hays uses it
"An agent cannot save me time versus just doing it myself with how good Shop Pay is. As somebody who's very AI-pilled but almost equally Shopify-pilled, I've just been buying things with Shopify for so long and it feels like every single year it gets significantly faster to com..."
▶ Play at 30:47
John Coogan uses it
"I told Dot in ChatGPT, I need a raincoat. Go find it, buy it, send it to me, just do everything. And it used Shop Pay. And it has arrived."
▶ Play at 29:132 creators recommend it.
See all on the Shop Pay page"It is really important that you look at the knowledge center inside the Shopify admin to figure out what agents are seeing about your products... If this raincoat is really good in New York City but won't work in Toronto because it's too cold, that is a product attribute you s..."
▶ Play at 33:33"One of my favorite Shopify merchants is a company out of New York called Goldbelly. They're amazing. I live in Canada now, but I grew up in the US, so I love getting Katz's Deli delivered to Montreal."
▶ Play at 35:09What they recommend · 5 picks
"It is really important that you look at the knowledge center inside the Shopify admin to figure out what agents are seeing about your products... If this raincoat is really good..."
"An agent cannot save me time versus just doing it myself with how good Shop Pay is. As somebody who's very AI-pilled but almost equally Shopify-pilled, I've just been buying thi..."
"One of my favorite Shopify merchants is a company out of New York called Goldbelly. They're amazing. I live in Canada now, but I grew up in the US, so I love getting Katz's Deli..."
Harley Finkelstein
2 picks · guest
"It is really important that you look at the knowledge center inside the Shopify admin to figure out what agents are seeing about your products... If this raincoat is really good..."
"One of my favorite Shopify merchants is a company out of New York called Goldbelly. They're amazing. I live in Canada now, but I grew up in the US, so I love getting Katz's Deli..."
John Coogan
2 picks
"I completed my first agentic purchase on Shopify. I bought a raincoat. It was raining and I told Dot in ChatGPT, I need a raincoat. Go find it, buy it, send it to me, just do ev..."
"I told Dot in ChatGPT, I need a raincoat. Go find it, buy it, send it to me, just do everything. And it used Shop Pay. And it has arrived."
Jordi Hays
1 pick
"An agent cannot save me time versus just doing it myself with how good Shop Pay is. As somebody who's very AI-pilled but almost equally Shopify-pilled, I've just been buying thi..."
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