$AAPL + $PLTR, Value of a Search, Grok Bot Breaks the Bank | Harley Finkelstein, Bridgit Mendler, Dylan Patel & Max Kan & Andrew Megalaa

• (02:14) - $AAPL + $PLTR Earnings
• (05:28) - Value of a Search
• (13:08) - Grok Bot Breaks the Bank
• (16:55) - 𝕏 Timeline Reactions
• (25:37) - Harley Finkelstein, Shopify’s president, discusses the company’s strong Q3 results, major brand migrations, and the growing role of AI-powered commerce. He explains how shopping agents can improve product discovery and purchasing while urging merchants to provide detailed product information ahead of Black Friday and Cyber Monday.
• (40:41) - Bridgit Mendler is the co-founder and CEO of Northwood Space, an aerospace startup building next-generation ground stations and antennas to improve communication between Earth and satellites. Previously a Disney Channel actress and singer best known for Good Luck Charlie, she earned a master's degree from MIT and a law degree from Harvard. Her company recently raised $375 million at a $2 billion valuation, with backing from Andreessen Horowitz and DFJ Growth.
• (51:14) - Dylan Patel, Max Kan & Andrew Megalaa. Dylan Patel is the founder, CEO, and chief analyst of SemiAnalysis, a leading research firm covering semiconductors, AI infrastructure, and data center economics. He is known for his detailed analysis of NVIDIA, advanced chip manufacturing, AI compute clusters, and the economics of training and running frontier AI models. Max Kan is an analyst at SemiAnalysis and co-lead of its Tokenomics research team, where he models the economics of AI inference, token pricing, and future demand for AI hardware. He previously worked in strategy and product at Jane Street and co-founded Habitat, a reinforcement-learning environments startup. Andrew Megalaa is a researcher at SemiAnalysis focused on AI tokenomics, inference economics, and frontier model performance. Alongside Max Kan and Dylan Patel, he has published research comparing AI subscription economics and developing GDPx, a benchmark measuring AI capabilities across economically valuable fields such as software engineering, finance, cybersecurity, and chip design.
• (01:17:24) - 𝕏 Timeline Reactions

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