Apple & Palantir Earnings, Elon Caps Grok Bot Usage, SpaceX’s Starfall | Diet TBPN
TBPN hosts John Coogan and Jordi Hays cover tech earnings season: Apple and Palantir beating estimates, Google's AI mode squeezing web traffic, Elon Musk capping Grok bot usage, and SpaceX's new Starfall microgravity service.
The gist
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Apple posted record September quarter revenue but warned that rising memory chip prices and AI costs could cut margins; both Apple and Palantir fell around 2%.
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Palantir's Q3 revenue hit $2.3 billion, and US commercial revenue ($984 million) passed US government revenue ($953 million) for the first time.
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Reddit's CEO says people still want Reddit but Google's AI mode no longer sends them, though the hosts argue Google's cloud and chip assets remain strong.
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Musk said Grok bot's serving costs were unsustainably high relative to revenue, which puzzled the hosts given the company's size and falling compute costs.
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The hosts see SpaceX's Starfall microgravity service as validation for Varda, and note CrowdStrike's $495 million AI security buys and Shopify's $99 million shop.com purchase.
Also mentioned
3:24
Palantir
· "Palantir has certainly been growing. Their messaging is very similar to Microsoft now around, you know, own..."
6:22
Google AI Mode
· "A lot of people sort of hate AI mode or at least publicly hate on AI mode."
10:39
Gemini
· "There's no such thing as search without Gemini. Even if you don't turn AI mode on, you're still talking to..."
14:15
Grok
· "It made a lot of sense to stuff Grok in X as like this helpful little answer bot for community notes and..."
20:59
CrowdStrike
· "CrowdStrike's acquiring two AI security startups for a combined $495 million. Fiddler AI and Dreadnode."
27:24
Cathedral Systems
· "OpenAI also partnered with Cathedral Systems... the folks at Cathedral are good at penetration testing."
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