Chris Campbell:

Palantir Has Become the AI Arms Dealer of the West

Palantir was built for war. Turns out, it’s pretty good at earnings calls, too.

Just days ago, Palantir landed a $10 billion, 10-year enterprise deal with the U.S. Army — a sweeping agreement that consolidates 75 separate contracts into one massive framework to meet growing warfare demands.

Then came earnings. On Monday, Palantir reported its best quarter ever: $1 billion in revenue, up 48% year-over-year; $426 million from U.S. government work alone; $569 million in free cash flow. Stock was up almost 7% in the morning following the earnings beat.

The once-shadowy company known for building surveillance tools and secretive, intelligence-focused battlefield software delivered the kind of numbers most public software firms only fantasize about — and with a level of profitability to match.

The company achieved a kind of “Rule of 94” — 48% top-line growth plus 46% adjusted operating margins — which signals both velocity and discipline. For comparison, most healthy SaaS companies aim to hit the “Rule of 40,” where growth and margins together add up to 40%.

Palantir has become one of the most important — and lucrative — AI vendors in the world. And its transformation from government spook shop to enterprise juggernaut is well underway.

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Davis Wilson:

Angulo & Benavides vs. TESLA, INC.

On April 25, 2019, George McGee was behind the wheel of his 2019 Tesla Model S when it slammed into a parked Chevrolet Tahoe on a dark Florida road. The Tesla was using Autopilot. The force of the collision launched the Tahoe into two pedestrians: Naibel Benavides Leon and Dillon Angulo. Leon was killed. Angulo was severely injured.

Last week, a Florida jury found both McGee and Tesla at fault. McGee bore 67% of the blame. Tesla carried the remaining 33%, for what the jury ruled was a defective product design and failure to warn drivers. The total damages against Tesla? $243 million.

But this isn’t the end of self-driving. If anything, it’s part of the difficult process of progress.

Tesla’s technology is already safer than human drivers by a long shot. According to Tesla’s Q2 2025 safety report, autopilot-equipped Teslas crash once every 6.69 million miles, and non-Autopilot Teslas crash once every 963,000 miles.

To put that in perspective, if you drive 15,000 miles per year, you'd crash once every 64 years using Autopilot versus once every 6 years without it.

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James Altucher:

Bitcoin, Ethereum, and AI: James Altucher on Smart Humans with Slava Rubin

In this special crossover episode of The James Altucher Show, James Altucher joins Slava Rubin on the Smart Humans Podcast to talk about investing, entrepreneurship, and the habits that make (and lose) fortunes.

James shares his journey from early internet entrepreneur to hedge fund manager, bestselling author, and crypto investor—and the times he lost it all along the way. You'll learn why James predicts Bitcoin could reach $250K by next year and $1M by 2027.

They dive into today’s hottest investment themes, including Bitcoin, Ethereum, Tau, stablecoins, and the intersection of crypto and AI. James covers the case for Ethereum, Tau, Curve, and Aave in the next wave of crypto growth.

James also explains why he avoids bonds and real estate, the power of his “10 ideas a day” practice, and the economic trends he’s watching over the next three years.

This is a jam-packed episode you don't want to miss!

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