Not Investment Advice

221 Episodes

1. 220: Stablecoin Opportunity, Circle’s $25B+ IPO, WhatsApp Gets Ads & Meta’s $15B Scale AI Deal

   Published: 6/18/2025
2. 219: Apple WWDC Liquid Glass Flop, Hollywood vs. AI, Veo 3 & Elon vs. Trump

   Published: 6/11/2025
3. 218: PSG Win, Dyson’s $20B Run, Mary Meeker’s Trends, Waymo vs. Lyft & $500B+ Middle East AI Deal

   Published: 6/4/2025
4. 217: Google I/O Wrap, OpenAI’s $6.4B for Jony Ive & How Apple Fumbled AI

   Published: 5/28/2025
5. 216: Burrito Loans, AI Product vs. Distribution, Power Laws in Online Dating

   Published: 5/21/2025
6. 215: Rent vs. Buy, ChatGPT in College, OpenAI’s For-Profit Pivot & Is Google Search Cooked?

   Published: 5/14/2025
7. 214: Warren Buffett 60-Year Run, Berkshire's $150B+ Apple Bet, iPhone App Store Lawsuit and OpenAI's "Glazing" Controversy

   Published: 5/7/2025
8. 213: White Lotus Review, Case Against Streaming TV, Favorite Biographies & Business of Casinos

   Published: 4/30/2025
9. 212: Meta & Google Antitrust Cases, ChatGPT Memory Implications & Personalized AI Learning

   Published: 4/23/2025
10. 211: NIA 4th Year Anniversary, Tariffs (Bond Yield, Apple/China), LVMH vs. Hermes, Rory Win & Best Comeback Stories

    Published: 4/16/2025
11. 210: Tariffs, Trade War, Stock Meltdown, China & Can America Bring Back Manufacturing?

    Published: 4/9/2025
12. 209: Studio Ghibli ChatGPT, Hiyao Miyazaki, Meme Cycles & xAI Acquires X

    Published: 4/2/2025
13. 208: AMA - Career Advice, Scarcity vs. Abundance, Parenting in AI Age & Future of Social Media

    Published: 3/26/2025
14. 207: AMA - Abercrombie’s Comeback, Wedding Economics, Loyalty to Brands, David Deutsch’s “Fun Criterion” & Is Work-Life Balance Possible?

    Published: 3/19/2025
15. 206: Bitcoin Strategic Reserve, YouTube at 20, Ferrari Wild Economics & Manus DeepSeek Moment (?)

    Published: 3/12/2025
16. 205: Crypto Strategic Reserve, Skype Shutting Down, Oscars & Mixue $14B IPO

    Published: 3/4/2025
17. 204: $1.5bil Bybit Hack, Crypto Sell-off, Pig-Butchering Scams, Murdoch “Succession” Drama & Future of Local Media

    Published: 2/26/2025
18. 203: Libra $200M+ Rug, How We Use AI, OpenAI Deep Research & Vibe Coding

    Published: 2/19/2025
19. 202: Superbowl Ads, Kendrick HT, Elon $97B OpenAI Bid, X Algo, Dead Internet Theory & USAID

    Published: 2/12/2025
20. 201: Tariff War (Canada, Mexico, China), Shein & Temu, & ETH Drop

    Published: 2/5/2025