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 Fourth Industrial Revolution Is Here — But Who Gets Left Behind?

TBPN | AIPCon 2026 | Dr. Alex Karp, Dan Ives, Eric Brock, Casey Lane, Ted Mabrey

The blizzard was real, but the conversation at AIPCon 2026 was about a different kind of storm. Over the course of a cold day in New York, TBPN hosted a series of conversations that together painted a picture of an economy being reshaped by AI — and a society that may not be ready for what comes next.

The Golden Child of AI

Dan Ives, the veteran tech analyst who covered Apple in the nineties and Tesla in its early days, opened the show with a straightforward claim: Palantir is "the golden child of AI." He pointed to the commercial business as the real jaw-dropper for Wall Street. "Ninety percent of customers here weren't here two years ago," Ives said, arguing that Palantir's commercial expansion is still not priced into the stock. Combined with its government business, he believes the company could reach a trillion-dollar valuation in two to three years.

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What you'll learn

1 (00:00) **Show Open & Cold-Weather Banter** - Hosts introduce the episode from a blizzard, previewing upcoming news topics and guests.
2 (01:20) **Dan Ives on Palantir as the "Golden Child of AI"** - Wedbush analyst Dan Ives explains why Palantir is the poster child of the AI revolution and how to separate real AI adoption from narrative.
3 (04:31) **NVIDIA, Tesla, and the Physical AI Opportunity** - Ives discusses NVIDIA's open-source LLM move, Tesla's autonomous future, and the broader physical AI landscape.
4 (09:08) **Oracle's Quarter and the "Ghost Trade" in Software** - Ives analyzes Oracle's results as a step toward fighting the "ghost trade" in enterprise software, with Palantir and ServiceNow as key beneficiaries.
5 (10:56) **Eric Brock on ONDAS and the Drone Ecosystem** - CEO of ONDAS discusses the company's history, drone-in-a-box product, and strategy for consolidating the defense tech ecosystem.
6 (15:03) **The Disconnect Between Defense Tech and Public Markets** - Brock explains why hardware-heavy defense tech is misunderstood by public markets compared to SaaS, and the need for ecosystem consolidation.
7 (18:18) **Casey Lane on the Western Sports Renaissance** - Teton Ridge's Casey Lane discusses the growth of rodeo and bull riding, driven by Yellowstone and COVID, and the business of Western sports media.

+ Full timestamped outline available in the app

Guests on this episode

Alex Karp Dan Ives

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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