The Compound and Friends

Nvidia Breaks Away

May 26, 2023
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Episode notes
1
Introduction
00:00 • 5min
2
The Rise and Fall of WeWork
05:24 • 5min
3
After Office: A Survival Guide for Cities, Companies, and Humans
10:08 • 3min
4
The Future of Offices
13:28 • 4min
5
The Importance of Flexibility in Real Estate
17:09 • 3min
6
The Rise of the Nonlinear Economy
19:49 • 4min
7
New York City's Tax Revenue Is 14% Lower Than It Was in 2019
23:42 • 3min
8
Nvidia's Recent Momentum Continues
26:25 • 4min
9
AI and NVIDIA: The Only Arms Dealer
30:22 • 3min
10
The Investing Implications of AI Stocks
33:28 • 2min
11
How to Buy AI Stocks
35:18 • 5min
12
The Evolution of the Internet
40:47 • 4min
13
The Economics of Superstars
44:33 • 4min
14
The Importance of Transparency in Valuations
48:37 • 4min
15
The Vader Paradox
52:17 • 3min
16
The Boom in Content Authentication
55:32 • 5min
17
The Differences Between Millennials and Gen Z
01:00:25 • 4min
18
How Remote Work and AI Reinforce Each Other
01:04:53 • 5min
19
Intel's Reshoring Strategy Supports Industrial Real Estate
01:09:41 • 4min
20
Binance's Commingled Customer Funds With Company Revenue
01:13:33 • 2min
21
The FTX Kid Is Trying a New Defense
01:15:16 • 2min
22
The Regulatory Pressure in Crypto Up Three
01:17:00 • 4min
23
The Future of Digital Money
01:21:07 • 4min
24
How to Read a Good Book
01:25:23 • 3min
25
Sam Zell and Mab's Podcast
01:28:11 • 4min
26
How to Perambulate on Spotify
01:32:16 • 2min