Apple ships hardware while everyone else ships AI press releases. The MOL quad debates whether Apple’s “ignore the hype” strategy wins, why YC is full of “made-to-chart” AI startups, what unique conviction really means for investors, and how meme warfare is becoming the new GTM.
Chapters:
01:02 – “Ozempic iPhone” and why “thin” might be back
10:06 – Market reaction: “Not enough AI,” money flows to Oracle
16:49 – YC protest: is relevance measured by outrage?
25:47 – Creator-led startups as an investing edge
26:49 – Khosla: bargain hunting is a poor AI bet
37:20 – Why money feels unlimited again (FOMO returns)
40:29 – Quiet shakeout: sub-$100M seed funds at risk
42:05 – Crypto policy clarity as 2025 macro driver
50:11 – Meme warfare: the next GTM playbook
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