Show notes
Join Howard Lindzon, Michael Parekh, Phil Pearlman, and special guests Mike & Kass Lazerow as they dive into the storytelling in business, AI’s impact on growth, and the hard truths of entrepreneurship. In this episode of Trends with Friends, we discuss Google’s AI dominance, Palantir’s explosive growth, and why Liquid Death is changing the game in consumer branding. Mike & Kass share insights from their upcoming book, Shoveling Shit: A Love Story, unpacking the real struggles of building a company, hiring the right people, and why focus is the ultimate startup cheat code.📅 Recorded live on February 2025🎙️ Special Guests: Mike & Kass Lazerow, Founders & Authors of Shoveling Shit: A Love Story🔑 Brought to you by StocktwitsCharts: https://docs.google.com/presentation/d/e/2PACX-1vSGxXj3vrwK4NxDUNwEbiPyix1dieUOLb9NrNY4zQNpxq1TXbxZIUnY8tb9jwEGPGaRM8wN32YnZIZP/pub?start=false&loop=false&delayms=3000&slide=id.g32ca5c0f423_0_12Key Topics Covered:Palantir’s meteoric rise: Government ties, meme status & AI expansionGoogle’s AI advantage: Why it’s quietly the most dominant playerShoveling Shit: A Love Story: The unfiltered truth about entrepreneurshipThe Cheat Codes to Success: Scaling, hiring, and avoiding costly mistakesLiquid Death & Consumer Branding: How marketing became the new engineeringThe Costco & Gold Trade: What these rare assets signal about marketsChapters00:00 Introduction and Guest Introductions03:02 The Journey of Mike and Cass Lazerow05:17 Entrepreneurship and the Era of AI08:29 Palantir's Market Position and Trends14:11 Google: The Most Interesting Chart19:37 Google's Role in AI and Digital Advertising24:26 Investor Insights and Future Predictions28:55 Android's High-End Opportunity30:36 The AI Battle: Google vs. Apple33:25 Introducing 'Shoveling Shit': A New Book34:45 Cheat Codes for Entrepreneurs36:34 The Importance of Company Culture39:27 Focus: The Key to Success41:51 The Dynamics of a Husband-Wife Team44:55 Overcoming Rejection in Business49:19 Book Launch and Final Thoughts50:04 The Journey of Writing a Book54:53 Entrepreneurship and the Importance of Control56:01 Qualities of Successful Founders01:00:01 Market Insights and Rare Assets01:05:16 The Importance of Movement and Creativity01:06:31 Innovative Companies and Marketing StrategiesWhere To Find Howard and Friends:• Howard - https://stocktwits.com/howardlindzon• Phil - https://stocktwits.com/ppearlman• Michael Parekh - https://stocktwits.com/MParekh• Michael Lazerow - https://x.com/lazerow• Kass Lazerow -https://x.com/kasslazerowDisclaimer: All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/about/legal/terms/