Podcast Summary: Becker Private Equity & Business Podcast

Host: Scott Becker
Episode: 4 AI Stocks + Netflix
Date: September 12, 2025

Main Theme/Purpose

In this episode, Scott Becker provides a rapid overview of four artificial intelligence (AI)-related stocks plus Netflix, sharing their year-to-date performance and offering personal investing anecdotes. The episode is concise, reflecting on private equity interest in these tech-driven companies.

Key Discussion Points & Insights

1. Overview of Four AI-Related Stocks

• Tempus AI

  • Focus: Cancer/oncology-related AI company
  • Performance: Up 161% year to date
  • Personal note: Scott mentions he is not directly invested in this stock.
  • Quote:

    "[Tempus AI] is up today and up 161% year to date." (01:00)

• Circle Internet

  • Focus: Internet AI company
  • Performance: Up 87% year to date
  • Personal note: Scott is also not invested in this one.
  • Quote:

    "Circle Internet, another Internet AI company up 87% year to date. Sadly, I'm not an investor directly in either of those." (01:09)

• Palantir Technologies

  • Focus: Data analytics, AI-driven solutions
  • Performance: Up 120% year to date
  • Personal note: Scott is directly invested in Palantir.
  • Quote:

    "Palantir technologies is up 120% year to date. We are an investor in that directly. God bless America." (01:17)

• Soundtown

  • Performance: Down 26% year to date
  • Personal anecdote: A close friend of Scott's is an investor and often boasts about getting in early.
  • Quote:

    "Soundtown, which my close friends is an investor in and always brags about how he got into it early, is down 26% year to date. So God bless that that's not going up while the rest of my portfolio is going down." (01:26)

2. Netflix Commentary

• Performance: Up 36% year to date
• Personal story: Scott humorously shares struggles with family account sharing across cities (New York and Chicago).
• Content highlight: Enjoys a Dallas Cowboys documentary, especially the segment about "the White House."
• Quotes:

  "Netflix... is up 36% year to date, notwithstanding the notice we got the other day that somehow another our family account is messed up as one of the kids in New York seems to be using the family account too." (01:37)
  "I've been watching one of the shows on it that I'm enjoying tremendously on Netflix, this show about the the Dallas Cowboys, America's team... The most interesting part of it is what they used to call the White House on the Dallas Cowboys. And that's a discussion to be had at a different time with a different audience." (01:51)

Notable Quotes & Memorable Moments

• On missing out:

  "Sadly, I'm not an investor directly in either of those." (01:11)

• On Palantir's success:

  "Palantir technologies is up 120% year to date. We are an investor in that directly. God bless America." (01:17)

• On Netflix account drama:

  "No one the kids in Chicago whines that they can't get onto the Netflix account. People, God only knows what's going on with Netflix." (01:43)

• On the Dallas Cowboys documentary:

  "Those are four Internet stocks, AI Internet stocks plus Netflix that we're following." (02:10)

Timestamps for Important Segments

• 00:31: Episode introduction and focus on AI stocks
• 01:00: Tempus AI performance recap
• 01:09: Circle Internet highlights
• 01:17: Palantir Technologies performance and personal stake
• 01:26: Soundtown commentary and friend's brag
• 01:37: Netflix stock performance; family account issue anecdote
• 01:51: Commentary on the Dallas Cowboys documentary
• 02:10: Recap of the main stocks discussed

Tone & Style

Scott Becker’s tone is conversational, candid, and peppered with humor and personal touches. He openly reflects on winners and losers in his portfolio and delivers succinct, approachable investing insights.

Summary Takeaways

• Excellent year-to-date performance for several AI-driven companies, particularly Tempus AI and Palantir Technologies.
• Not all bets pay off: Soundtown is down despite early optimism.
• Netflix continues to be a strong market performer and a source of family tech woes and entertainment alike.
• Becker’s style is accessible—balancing market specifics with personal, relatable stories.

End of Summary