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Code Red, Bitcoin Costs, AWS Resurgence, and Waymo Safety (Not About AI... ish)

21 snips
Dec 5, 2025
The hosts dive into Bitcoin's downturn and its impact on the market. They celebrate San Francisco's mayor and discuss the innovative use of drones for crime-fighting. A keen analysis of creator-driven deal flow emerges, alongside predictions for a major tech divergence by 2026. AWS is back in the spotlight, courting startups once again. Meanwhile, the mysterious 'code red' memo from OpenAI stirs debate over its authenticity. Plus, Waymo’s safety findings showcase the advantages of autonomous driving over human operators.
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ANECDOTE

Mayor’s Drone Showmanship

  • Dave Morin praised SF Mayor Daniel Lurie’s drone command center and social media sincerity.
  • He highlighted Lurie’s “no drugs” moment and effective, earnest public messaging.
ANECDOTE

Kids Motivated By Wearable Goals

  • Sam Lessin shared how his sons earned Garmin watches by meeting intense running goals.
  • The kids became obsessed with metrics, meditation points, and doom-scrolling their watches.
ADVICE

Use Content To Source Deals

  • Build a public creator voice to attract founders and deal flow by sharing clear theses.
  • Use punchy screenshot essays or social posts to provoke debate and surface opportunities.
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