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Palantir Cites ‘Astonishing’ AI Impact in Earnings

Palantir shares soared after the company reported a 48% increase in revenue for the second quarter. Bloomberg Intelligence’s Mandeep Singh joins Caroline Hyde and Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here:…

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Palantir shares soared after the company reported a 48% increase in revenue for the second quarter. Bloomberg Intelligence’s Mandeep Singh joins Caroline Hyde and Ed Ludlow on “Bloomberg Tech.”
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12 Comments

12 Comments

  1. @chile232323

    August 5, 2025 at 3:55 pm

    He is mad because is not an Indian ceo 😂

  2. @chile232323

    August 5, 2025 at 3:56 pm

    Butt hurt

  3. @101yayo

    August 5, 2025 at 4:52 pm

    Palantir is pure hopium.

    • @MrMountain707

      August 5, 2025 at 6:57 pm

      Can you read earnings reports?

    • @ssuwandi3240

      August 5, 2025 at 7:35 pm

      Maven Smart System program.

  4. @garys.1415

    August 5, 2025 at 6:54 pm

    This guy has no idea what he’s talking about. They are a pure AI play. AI is meaningless without Palantir’s ontology.

  5. @bradwilson9013

    August 5, 2025 at 6:55 pm

    He is an idiot. You collect the data to run ai. Thus all is ai. They are doing the heavy lifting to get the data to be usable for LLMs

  6. @MrMountain707

    August 5, 2025 at 6:58 pm

    Palantir is 100% ai lol. This guy is uninformed. Palantir is a pure play in ai software.

  7. @kenngo4851

    August 5, 2025 at 7:42 pm

    another short that will cry. he doesn’t read their patents

  8. @tyroneanderson5619

    August 5, 2025 at 8:04 pm

    What an Idiot

  9. @Impossibleisnothingap1

    August 5, 2025 at 9:00 pm

    He doesn’t know shit about AI and Pltr.

  10. @yassineandaloussi7080

    August 5, 2025 at 9:17 pm

    Sikh of seing “innovation” in the US coming from mumbai calcutta and other indians only, no diversity in tech ?

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Bloomberg Technology

Apple’s Stumble, Amazon’s Surge and Anthropic’s Hacks | Bloomberg Tech 7/31/2026

Bloomberg’s Ed Ludlow breaks down Tim Cook’s final Apple earnings call as CEO – a story of supply crunches, demand misreads and a tough outlook. Plus, Amazon’s shares roar on AI progress, big spending and accelerating cloud growth. And, after OpenAI’s breaches, Anthropic is now saying its own AI models breached three organizations during cybersecurity…

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Bloomberg’s Ed Ludlow breaks down Tim Cook’s final Apple earnings call as CEO – a story of supply crunches, demand misreads and a tough outlook. Plus, Amazon’s shares roar on AI progress, big spending and accelerating cloud growth. And, after OpenAI’s breaches, Anthropic is now saying its own AI models breached three organizations during cybersecurity tests.

Chapters:
00:00:00 – Bloomberg Tech Begins
00:01:29 – Bloomberg’s Ryan Vlastelica Discusses Apple Falling as Supply Shortages Hurt Sales Forecast
00:03:04 – Jordan Klein, Mizuho Securities Managing Director, TMT Sector Specialist
00:10:39 – Bloomberg’s Peter Elstrom on Moonshot
00:14:09 – Bloomberg’s Patrick Howell O’Neill on Anthropic’s AI Models Hacking Organizations in Testing
00:17:01 – Bloomberg’s Hema Parmar on Situational Awareness’ Losses Raising AI Fears
00:19:08 – Bloomberg’s Craig Trudell Discusses Tesla
00:24:10 – Nancy Tengler, Laffer Tengler Investments CEO and CIO
00:30:19 – Claire McDonough, Rivian CFO
00:32:43 – President Donald Trump Holds Cabinet Meeting from Camp David
00:36:49 – Deena Shakir, Lux Capital Partner
00:44:59 – Bloomberg’s Brody Ford on Microsoft’s Pledge to Remain Cash Flow Positive
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Bloomberg Technology

Moonshot’s Kimi Built With Nvidia Compute

Chinese AI startup Moonshot’s Kimi models are powered in part by around 20,000 Nvidia Hopper chips supplied through a computing agreement with Alibaba, according to sources. Bloomberg’s Peter Elstrom explains what the arrangement reveals about China’s AI infrastructure and the role of US technology in training frontier models. He joins Ed Ludlow on “Bloomberg Tech.”…

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Chinese AI startup Moonshot’s Kimi models are powered in part by around 20,000 Nvidia Hopper chips supplied through a computing agreement with Alibaba, according to sources. Bloomberg’s Peter Elstrom explains what the arrangement reveals about China’s AI infrastructure and the role of US technology in training frontier models. He joins Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

The Next AI Boom Is in Health Care and Robotics, Says Lux Capital’s Shakir

Recent disclosures from Anthropic and OpenAI have shifted the AI conversation from model capabilities to real-world deployment and security. Lux Capital Partner Deena Shakir says the next wave of AI innovation will be built on trust, partnerships and vertical applications like health care and robotics, not just more powerful foundation models. She joins Ed Ludlow…

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Recent disclosures from Anthropic and OpenAI have shifted the AI conversation from model capabilities to real-world deployment and security. Lux Capital Partner Deena Shakir says the next wave of AI innovation will be built on trust, partnerships and vertical applications like health care and robotics, not just more powerful foundation models. She joins Ed Ludlow on “Bloomberg Tech.”
——–
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