From Netflix to the NFL, the incumbents are having quite a moment. Plus, crypto's new energy and the gang's fiercely different views on.... peptides.
Show Notes
00:00 Introduction and Silicon Valley banter
01:03 Discussion about football and personal influences
03:15 Challenges in the news and startup landscape
06:50 Struggles of fintech companies like Brex
08:11 Success of Netflix and the streaming wars
09:11 Difficulties of platformization in fintech
15:22 Investing in fintech and the challenges of valuation
20:31 Future of Stripe and the fintech industry
24:39 Network effect and competition in the payments industry
27:22 Need for a unique business model to compete with incumbents
28:20 Impact of crypto on transaction costs
28:41 Promise of Crypto
30:21 Rise of Stablecoins
32:41 Future of Payments
37:31 Success of Netflix
46:27 Re-Bundling of Streaming Services
49:16 Power of Big Players
53:21 Future of Media
53:54 Impact of Apple TV
54:26 Oscar Nominations and Movie Lengths
55:29 The Influence of TikTok
57:32 Future of Robotics in Beauty and Wellness
58:51 Wellness Gadgets and Peptides
01:00:41 Introducing Paul and His Gaming Startup
01:02:19 Closing Remarks
