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 Stocktwits

Charts: https://docs.google.com/presentation/d/e/2PACX-1vSGxXj3vrwK4NxDUNwEbiPyix1dieUOLb9NrNY4zQNpxq1TXbxZIUnY8tb9jwEGPGaRM8wN32YnZIZP/pub?start=false&loop=false&delayms=3000&slide=id.g32ca5c0f423_0_12

Key Topics Covered:

Palantir’s meteoric rise: Government ties, meme status & AI expansion

Google’s AI advantage: Why it’s quietly the most dominant player

Shoveling Shit: A Love Story: The unfiltered truth about entrepreneurship

The Cheat Codes to Success: Scaling, hiring, and avoiding costly mistakes

Liquid Death & Consumer Branding: How marketing became the new engineering

The Costco & Gold Trade: What these rare assets signal about markets

Chapters

00:00 Introduction and Guest Introductions

03:02 The Journey of Mike and Cass Lazerow

05:17 Entrepreneurship and the Era of AI

08:29 Palantir's Market Position and Trends

14:11 Google: The Most Interesting Chart

19:37 Google's Role in AI and Digital Advertising

24:26 Investor Insights and Future Predictions

28:55 Android's High-End Opportunity

30:36 The AI Battle: Google vs. Apple

33:25 Introducing 'Shoveling Shit': A New Book

34:45 Cheat Codes for Entrepreneurs

36:34 The Importance of Company Culture

39:27 Focus: The Key to Success

41:51 The Dynamics of a Husband-Wife Team

44:55 Overcoming Rejection in Business

49:19 Book Launch and Final Thoughts

50:04 The Journey of Writing a Book

54:53 Entrepreneurship and the Importance of Control

56:01 Qualities of Successful Founders

01:00:01 Market Insights and Rare Assets

01:05:16 The Importance of Movement and Creativity

01:06:31 Innovative Companies and Marketing Strategies

Where 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/kasslazerow

Disclaimer: 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/