and alex karp karp is the ceo of palantir. now, these guys should not have been there far as like their market cap. they were not at that time. they were not you know, they didn't have enough money to be there. but they were both friends of thiel's because he knew musk from his paypal days. and karp is the ceo that he picked to to shepherd kind of palantir through through his evolution. so teal kind of you know, brings everybody in you know they may have publicly said that they didn't like some things that trump may have said on the campaign trail, but none of that stuff came up. they just said how much they liked him he said how much he liked them. and they kept working together and the federal contracts kept coming in. and then biden comes into office in 2020, contrast keep coming. it doesn't matter kind of where you ideologically, then i think we get to. so i started writing this book in september of 2023 and i finished reading it and with all the edits and everything, like september 20, 24 and i mean, i don't need to recap

and i still think i mean, i like alex karp. he's great. all the good things about the company. it still is a nosebleed territory at this point. on the remaining shares i had, i sold the 110 calls that expire in april. i, i have i have all the confidence in the world that won't get called away. so i'll just continue to sell calls and collect really good premium on the on the shares i still have. >> let's not, you know, devote the whole conversation either to technology. i know it sucks the oxygen out of the room sometimes, but malcolm citigroup's down 4% today. goldman is down more than three. morgan stanley is off considerably as well. so the bank cohort is down, obviously reflecting concerns about economic growth you would think. >> yeah i'm very surprised to see the financials trade unwind the way that it has so early in this year. that was the one trade or one of two trades that i would say unanimously, almost a lot of us were very sure would pan out very well for investors this year, maybe even overtake technology as the sector that you absolutely wanted to be invested in.

my belief has always been that when they get to the defense department, musk will say to alex karp, fixore effective, make it more lethal. and that's what's going to happen. >> so they're a beneficiary of doge? >> yes. they are the beneficiary of doge. people thought they were going to be someone hurt by doge. >> well, yeah, that stock did get hit on the day when. >> it was announced selling. there's a lot of people doing a lot of things off of like, by the way, i think that the algorithms drove a lot of crowdstrike last night. they didn't understand you had to add back $0.90. i mean, they just they don't do it. you have to like look at i mean, look at the income statement. and i'm spending like waiting for the president to talk, which was about 40 minutes. and i finally got through the income statement because there's just a lot of different adjustments and the machines can't adjust. but palantir was hated. no they can't. machines can't adjust. they can't adjust. these are. >> sophisticated algorithms created by literal rocket scientists. >> i never fares well when you get journalists