In this episode, we dive into the financial market's reaction to Trump's return, focusing on how it impacts bank stocks and the deal-making landscape.
We also explore the rise of AI players like CoreWeave, their deep ties with Nvidia, and the risks surrounding Neocloud funding models. Plus, we unpack the controversial role of Palantir’s data solutions in shaping the future of tech and government contracts.
(01:48) The Impact of Trump's Election on Markets
(02:58) Deal-Making Environment Post-Election
(06:42) Energy Sector Dynamics Under Trump
(10:10) CoreWeave: The AI Neocloud Pioneer
(16:56) Nvidia's Role in the AI Revolution
(19:33) The Rise of Neocloud Companies
(20:30) Funding Models and Risks in AI Startups
(24:54) Why Timing is Important
(26:44) Palantir: Controversial Data Management Solutions
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