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NVIDIA Beats Earnings, Google Launches Nano Banana Pro, 𝕏 Timeline Reactions | David Chang, Loredana Crisan, Tarek Alaruri, Tony Zhao, Nikita Rudin

Nov 20, 2025
David Chang, renowned chef and founder of the Momofuku restaurant group, shares insights into his culinary journey and expansion into media, including his upcoming Netflix podcast. Loredana Crisan, Chief Design Officer at Figma, discusses how AI is revolutionizing product development and design, emphasizing the importance of maintaining creative control. Tony from Sunday Robotics showcases the Memo robot, exploring hardware innovation and the potential for safety in robotics. Together, they delve into the intersections of food, design, and technology.
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INSIGHT

AI Demand And Market Expectations Diverge

  • NVIDIA reported $57B revenue and guided higher, revealing massive AI-driven demand across industries.
  • The market still sold off despite the beat, highlighting extreme expectations priced into mega-cap AI names.
INSIGHT

Tipping As A Pricing Lever

  • Travis Kalanick argues tipping is a psychological lever that raises consumer willingness to pay compared with raising menu prices or fees.
  • Adding tipping becomes a competitive necessity because it increases perceived value and lowers price elasticity.
ADVICE

Build Around A Single Buyer Segment

  • Target a specific buyer segment and design the product around their workflows to create a durable go-to-market, as Picnic targets corporate group orders.
  • Use vertical integration to cut costs, focus on volume, and offer simpler pricing to win corporate customers.
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