$AAPL + $PLTR, GDPx, Value of a Search, Grok Bot Breaks the Bank
John Coogan and Jordi Hays review tech earnings from Apple and Palantir, analyze Google's shift toward zero-click AI search, and discuss the infrastructure costs behind Elon Musk's Grokbot. Shopify President Harley Finkelstein details Q3 earnings and the rise of agentic shopping, while Northwood Space CEO Bridgit Mendler announces a $375 million Series C round for satellite ground stations. Finally, Dylan Patel, Max Kan, and Andrew Megalaa from SemiAnalysis break down their GDPX benchmark and discuss where the first trillion dollars in AI compute spend will actually be generated.
- Musk pulled back on Grokbot because consumer chat tokens were draining compute that commands up to $15 an hour on the spot market against a $4 total cost of ownership. Read →
- Google AI mode answers queries directly on the search results page, removing the primary incentive for users to click external links. Read →
- SemiAnalysis built the GDPX benchmark to evaluate frontier AI models on high-ceiling technical engineering rather than generic white-collar tasks. Read →