Apple and Palantir Report Earnings, Elon Limits Grokbot, SpaceX Unveils Starfall
Apple’s and Palantir’s results, the economics of AI agents, and SpaceX’s move into microgravity point to shifting markets.
Published
Apple and Palantir both beat earnings expectations, yet investors remain focused on what comes next. Apple posted record September-quarter revenue while rising memory prices and the cost of AI features could pressure margins. Palantir’s US commercial revenue also moved ahead of its government business for the first time.
The conversation then turns to Google AI Mode and the possibility that answer-first search will divert less traffic to publishers and other websites. The hosts also discuss Grokbot usage limits as a reminder that computer-using agents can be expensive to operate. SpaceX’s Starfall adds a new competitor in commercial microgravity, with proposed applications spanning biomedical research, pharmaceuticals, and advanced materials.
What to watch
- Whether AI infrastructure costs outpace revenue growth.
- How generative search changes traffic and customer acquisition online.
- Whether Starfall turns its advertised orbital capabilities into repeat commercial demand.
Source
- Chaîne: TBPN
- Vidéo source: https://www.youtube.com/watch?v=-t0HrohTWus