Palantir's Premium Valuation, Yum Considers Offloading Pizza Hut, Spotify Rules Audio Streaming

Palantir Premium估值,百胜考虑剥离必胜客,Spotify制定音频流媒体规则

Bloomberg Intelligence

2025-11-06

17 分钟
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Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, on Palantir and Uber earnings Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, on Yum! earnings Geetha Ranganathan, Bloomberg Intelligence U.S Media Analyst, on SPOT earnings     See omnystudio.com/listener for privacy information.
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  • What is actual investing?

  • We believe that it's a real-world task to deliver thoughtful capital deployment.

  • It's not about speculating over the short term.

  • It's about understanding the long-term opportunities for companies through technological progress or new business models.

  • So we seek out those exploring big new ideas that will change the world.

  • Then we back them to give those ideas time to flourish.

  • Bailey Gifford, actual investors.

  • Find out more at BayleyGifford.com.

  • Let's get back to some of these tech earnings coming in here.

  • Palantir, Uber, Yes, I arbitrage between Uber and Lyft.

  • The people who don't do that, I don't understand those people because I get huge discounts,

  • 20, 30% on a lot of rides.

  • Wait, so you, whenever you need to go somewhere,

  • you're going to check both apps and then figure out which one to take.

  • It takes an incremental, like, eight seconds.

  • And it saves me real money.

  • And Matt Miller and I had this fight on the air.

  • He doesn't do it.

  • He's brand loyal to you.

  • I'm like, you leave him on the table.