

Pipe's Co-Founders step down, Apple's China-based iOS update, Black Friday's BNPL boost | E1621
Nov 29, 2022
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27
Introduction
00:00 • 3min
Dallas Is Bigger Than You Think
03:14 • 2min
The World's Largest Highway Intersection
05:16 • 2min
What's the Hangover From Last Year?
07:40 • 6min
Do We Buy This Story or Is There Another Story From Tech Ranch?
13:35 • 5min
Do You Need an Operational CEO?
18:54 • 6min
Super Gut Is the Best Deal on the Holidays
24:38 • 2min
Two Lessons of the Speculative Asset Bubble
26:26 • 3min
Founders Lose Their Minds When They Have Too Much Money
29:46 • 2min
VC's Management Teams Created Management Teams and They Created Them
31:47 • 3min
The Speculative Asset Bubble
34:44 • 3min
FitBot - A Data Driven Workout App
37:15 • 3min
I'm Just Trying to Think About How Can Respond to This?
40:06 • 3min
I Don't Think the CCP Will Overthrow Xi Jinping
43:28 • 2min
Apple IOS 16 - Is There a Way to Do Business Ethically in China?
45:16 • 5min
China 2025 Initiative - I'm a Capitalist at My Core
50:23 • 2min
China Can't Survive Without the US
52:00 • 3min
Is the Pandemic Vaccinated?
55:12 • 4min
Is Tim Cook a Virtue Signaling High End?
58:44 • 3min
Apple's Getting Out of China
01:01:56 • 3min
The Supply Chain Risk in India
01:04:31 • 5min
We Set a Trap With Engagement
01:09:17 • 2min
Stop Spending Everybody
01:11:32 • 3min
Buying a Vote
01:14:16 • 2min
I'm on the Road Let's Go
01:16:44 • 4min
Buy Now Pay Later Is Going to Be 30% 40% of Black Friday
01:20:46 • 2min
What Is a Wah Wah Lemonade Cost?
01:23:03 • 5min