TBPN

Dr. Alex Karp LIVE from AIPCon | Alex Karp, Dan Ives, Eric Brock, Casey Lane, Ted Mabrey

March 12, 2026

AI Summary

5 min read

🎙️ The Voices & The Context

The Format: This is a fast-paced, multi-guest interview show. The hosts are energetic and conversational, moving quickly between topics and guests.
The Key Players:
- The Hosts: A duo with great chemistry, they are knowledgeable about tech, finance, and culture, and they keep the energy high even while broadcasting from a literal blizzard.
- Dan Ives (Wall Street Analyst): A veteran tech stock analyst who is incredibly bullish on the "AI revolution," comparing it to the early days of Apple and Tesla.
- Eric Brock (CEO of ONDAS): The CEO of a defense tech company focused on drones and autonomous systems, discussing the challenges of scaling hardware and the "infrastructure bill" for security.
- Casey Lane (Teton Ridge): A media executive in the "Western sports" space, talking about the renaissance of rodeo and bull riding, and how they are using AI for a "Moneyball" approach.
- Ted (Palantir FDE): A 16-year veteran "Forward Deployed Engineer" at Palantir, offering a deep dive into how AI is changing his job and the nature of enterprise software.
- Alex Carp (Palantir): The main event. A charismatic, opinionated, and philosophical executive who delivers a sprawling monologue on AI, politics, education, and the future of America.
The Vibe: **Intense, Educational, an

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What you'll learn

1 (00:00) **🎙️ Introduction: Dan Ives (Wedbush Securities)**
2 (04:02) **Navigating Geopolitical Volatility & Tech Winners**
3 (05:08) **Nvidia, Tesla, and the Physical AI Opportunity**
4 (06:17) **CES Highlights: Robotics and the "Ghost Trade"**
5 (09:08) **Oracle's Quarter and the Software Recovery**
6 (10:52) **🎙️ Interview: Eric Brock (ONDAS Holdings)**
7 (12:24) **The ONDAS Business Model: From Products to Infrastructure**

+ Full timestamped outline available in the app

Show Notes

(01:21) - Dan Ives is a prominent American technology analyst and Managing Director at Wedbush Securities. He is widely known for his coverage of major tech companies, particularly Apple, Tesla, and Microsoft. Ives frequently appears in financial media, offering commentary on the tech sector, market trends, and emerging technologies like artificial intelligence. Over the years, he has built a reputation for being one of Wall Street’s most visible and outspoken tech analysts.
(11:03) - Eric Brock is an American business executive and technology entrepreneur best known as the Chairman and CEO of Ondas Holdings. Under his leadership, the company has focused on developing private wireless networks and autonomous drone technologies used in sectors such as defense, rail, and industrial infrastructure.
(18:07) - Casey Lane is a business executive who serves as the Chief Executive Officer of Teton Ridge. Teton Ridge focuses on producing and promoting Western lifestyle content, including rodeo and equestrian sports, media production, and live events that celebrate Western culture.
(32:07) - Ted Mabrey is a technology executive and entrepreneur who serves as the Global Head of Commercial at Palantir Technologies. In this role, he oversees the company’s commercial business, helping private-sector organizations adopt Palantir’s data analytics and artificial intelligence platforms.
(54:18) - Alex Karp is an American businessman and entrepreneur best known as the co-founder and Chief Executive Officer of Palantir Technologies. He helped found the company in 2003 alongside figures including Peter Thiel to build software that helps governments and organizations analyze large, complex datasets.

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