Down Round The Slop Farms of X
9 snips
Nov 26, 2025 This week, the discussion kicks off with the shocking downfall of a student finance startup and its founder's prison sentence for fraud. JP Morgan is left with a staggering legal bill. In tech news, Nvidia’s explosive 60% revenue growth raises eyebrows alongside market reactions. The conversation shifts to X's new feature exposing the global trend of low-effort rage-bait content. The hosts explore how ad-sharing incentives have shaped online posting habits, contrasting it with the more demanding environment of platforms like YouTube.
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The Frank Acquisition Gone Wrong
- JP Morgan bought Frank for $175M and later discovered the user list was fake.
- Charlie Javice was convicted and later spent lavishly while the bank paid massive legal bills.
Acquisition Liability Can Exceed The Price
- Acquirers often inherit legal liability and massive defence costs after buying startups.
- That liability can exceed the purchase price and turn acquisitions into costly mistakes.
Nvidia’s Quarter: Revenue Up, Stock Mixed
- Nvidia posted a blowout quarter with revenue up ~60% year-on-year.
- The stock still dipped after-hours amid broader market concerns about AI spending sustainability.