$TRV Travelers Tape Reports
Per Ticker.id: $TRV Travelers Tape Reports — 3 podcast mentions across 1 podcast (30 days), latest 2026-08-07 00:10 UTC.
Yeah. Before looking at this for the episode, I honestly didn't really know either, but it's quite fascinating. So to give a first quick example, let's imagine any large organization, right? It could be an airline, it could be a hospital, it could be a car manufacturer, or the army, which is actually a big client, but it could be anything else too. So there's always a lot of information in all of these organizations, right? But it's scattered across dozens of separate systems and departments that barely ever talk to each other, at least not efficiently. And I certainly can say that's the case in Germany, but I think it's also the case in the US. So let's just stick with the example of an airline for now. Assume you have an airplane that runs into technical problems in, let's say, you know, Frankfurt Airport, which Likely happens again in 2 weeks' time when I'm on my way to our Intrinsic Value Conference in New York City. That's traditionally how it works with my travel. But then the question for the airport is, what happens now? Well, the maintenance team would know which part has failed and how long the repair would take. A different system would then know, you know, what's about the crew and how many duty hours have they left. A third one, which would know what passengers are on board. Then a fourth would know which of those passengers have connecting flights that they need to get. And the fifth one would know what those replacement seats are worth. So you basically have 5 different systems and teams that need to communicate and coordinate. And the way this is actually still getting resolved today in 2026 is by just phone calling each other.
Daniel Mahncke — The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · TIP841: Palantir – Palantir is Cheaper than I Thought! w/ Daniel Mahncke & Shawn O’Malley · 2026-08-27Well, it used to, and that's actually quite interesting because the long onboarding time is why Palantir actually looked like a failed company just a couple of years ago. So first of all, why does it take so long to onboard a customer to Palantir? As we said earlier, the ontology layer is basically a digital twin of a customer's entire organization. So you need to understand every single little detail of a corporation. If that's a huge one, that takes a lot of time. And the setup was that Palantir had two kinds of engineers. So there were product engineers who built the actual software, and then there were so-called forward-deployed engineers or FDEs who flew out to the customer and worked from the customer's offices for at least 3 to 4 days a week. And that could easily take a long time. I mean, not necessarily 2 years anymore, but it can still take months until they've actually finished their job. And on-the-ground work is what costs so much time. I've gone through quite a lot of reports from ex-Polentia employees where they walk through their experiences basically, and many of them mention what we said above, Which is that before AI, Palantir was even seen as a fake SaaS company because basically many people thought of them just like enterprise consultants and not much more because they travel to the client, they work with them, and they deploy some software. How much or how difficult can that actually be? And that's because a lot of what they do is on-the-ground work, just figuring out how things work, how things work together, and what works and what doesn't inside the company and all that sort of stuff.
Daniel Mahncke — The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · TIP841: Palantir – Palantir is Cheaper than I Thought! w/ Daniel Mahncke & Shawn O’Malley · 2026-08-27I believe the economy will have a hard time growing without rate cuts, but I also believe that inflation is peaking, which could create a lot of opportunities because peak inflation is always good news for stocks. My evidence of peak inflation? Oil. I see it going down. Okay, now we've got the worldview pretty much free to examine anything we want. I got to pick sectors. I always start with tech. It's the biggest and In an environment where we have minimal growth with slowing inflation, tech usually works. Tech's got a couple issues right now. First, we know the great data center buildouts become politically toxic. I don't think that means the story's done. Once the election's over, maybe we go back to building them, but now it's tricky. Plus, Salesforce just reported a blowout quarter and a huge partnership with Anthropic's Claude. Good news for cloud software. More on that later. At the same time, NVIDIA reported a magnificent set of numbers and the stock's trading higher. 7% revenue growth. Tencent was for $45. Holy moly. We got both Marc Benioff, Salesforce.com CEO, and we got Jensen Huang tonight. This is a smoking hot show. But those stocks, here's the problem. They've already soared after hours. I don't want to buy something up here like you'd have to with those two. I say that's a daylight dollar short. So then you got to say, all right, well, what hasn't moved? Travel and leisure. Uh-uh. Look at that. Disney, Expedia, Booking Holdings, even my favorite Viking Holdings.
Jim Cramer — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/26/26 · 2026-08-26No, it's just— it's a great combination. Mark, I'm glad that my travel trust owns Salesforce as it has for— I don't know. I mean, when do we start the travel trust? I want to thank you for coming on. I want to congratulate you.
Jim Cramer — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/26/26 · 2026-08-26Time traveling.
David Friedberg — All-In with Chamath, Jason, Sacks & Friedberg · Eric Weinstein: The Scientific Precariat, China's Brain Drain, Physics Stagnation, String Theory's Collapse & UAPs · 2026-08-26Mm-hmm. Times travel.
Eric Weinstein — All-In with Chamath, Jason, Sacks & Friedberg · Eric Weinstein: The Scientific Precariat, China's Brain Drain, Physics Stagnation, String Theory's Collapse & UAPs · 2026-08-26Everybody says time travel because they think that time can only be one-dimensional. But imagine, for example, that you put a giant gun on a rail car. The rail car can only move in one dimension. Now somebody puts a giant gun on something like a tank and you go to the Bonneville Salt Flats. Now you can move in two dimensions. Now you put it on an A-10 Warthog and you can move in three. Those are all spatial dimensions. Why do you think there's an arrow of time? It's because you believe time can only be one-dimensional. I don't think time is one-dimensional. And I, if you meet an adversary who has access to multi-time, it's like you're trying to compete with them with an A-10 Warthog and you've got your only gun on a, on a track, except with time rather than with space. If I could sneak up behind you in time, knowing your intent, I mean, this is terrifying stuff to me. And it's also like, I would love to have this over our adversaries. But I don't want to meet anybody who knows how to do this kind of stuff, not on a level playing field. Let me say another one. The solar system is an escape room, and Elon is focused, was focused on Mars. I said that Mars is a red herring. It's a MacGuffin. Tonight he's focused on the moon. He is our only adult, so far as I can tell, crazy and mad as he is. And he uses that to motivate engineers because Mars is barely doable. These are the only rocks that are potentially habitable. It's not enough diversity if we have this much power and these few spheres with which we could put atmospheres. So assume that you could put atmospheres on the Mars and on the moon, and you could get back and forth between them with chemical rockets. You'd have 3 places to screw up. We need tens of thousands, if not millions of places before we figure out how to civilize ourselves. So we have to get out of here. It's too expensive to leave the solar system. So my claim is that in an Einsteinian world, you're never going to. If Einstein is left to be enforced, the speed of light is too brutal.
Eric Weinstein — All-In with Chamath, Jason, Sacks & Friedberg · Eric Weinstein: The Scientific Precariat, China's Brain Drain, Physics Stagnation, String Theory's Collapse & UAPs · 2026-08-26Well, the Canada trade war that Trump is escalating now is simply fuel on the fire for the cost of living concerns that have plagued Republican candidates and have complicated their prospects all over the country. That on the screen just now is, uh, 6 key states in the midterms. 5 of them, all of them but Wisconsin, have crucial Senate races that are going to determine which party controls the chamber. All of them have governor's races. You see how closely trade occurs between those states and Canada. In addition, there's also the export question. Canadians buy 41% of exports from Maine, 39% from Michigan. Those are northern border states where lots of people have close relationships, kind of travel over the border frequently. Senator Susan Collins faces a highly competitive reelection bid in Maine. She is opposing President Trump's tariffs and trade war. Take a listen to what she said.
Sahil Kapoor — Meet the Press · Meet the Press NOW — August 26 · 2026-08-26