TBPN Dr. Alex Karp LIVE from AIPCon | Alex Karp, Dan Ives, Eric Brock, Casey Lane, Ted Mabrey
16 snips
Mar 12, 2026 
Alex Karp, Palantir co-founder and CEO, on AI, national security, and Palantir’s hybrid deployment model. Dan Ives, Wedbush tech analyst, on market implications and NVIDIA’s AI role. Eric Brock, Ondas CEO, on drone and autonomous systems infrastructure. Casey Lane, Teton Ridge CEO, on rodeo media and video analytics. Ted Mabrey, Palantir commercial lead, on forward-deployed engineering and AI-driven delivery.
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Episode notes
Palantir As The Golden Child Of AI
- Dan Ives calls Palantir the “golden child of AI” because its commercial business growth is surprising Wall Street and could combine with government work to create massive scale.
- He cites Airbus and rapid commercial customer adoption (90% of customers new in two years) as evidence the company is becoming a first call for AI use cases.
Hold High Quality AI Winners Through Volatility
- During market volatility, Dan Ives advises owning the winners — high-quality tech names like NVIDIA, Microsoft, Salesforce, ServiceNow, and Palantir.
- He argues white-knuckle geopolitical dips are short-lived and long-term AI winners will make new highs, so hold through volatility.
Drone In A Box Proved Market Fit
- Eric Brock recounts Ondas’ first product: a working drone-in-a-box with docking, battery swaps, and payload change that enabled first-responder deployments like Dubai police.
- He emphasizes the demo worked in the field, which validated moving from tech to scale and building integrated air/ground systems.