Not Investment Advice 218: PSG Win, Dyson’s $20B Run, Mary Meeker’s Trends, Waymo vs. Lyft & $500B+ Middle East AI Deal
Jun 4, 2025
The hosts dive into PSG's dramatic victory, celebrating how sports triumphs spark chaos and joy. They shift gears to explore Dyson's innovative $20B journey, linking tech advancements to economic shifts. The talk moves to the swift rise of generative AI, spotlighting ChatGPT's impressive growth. The implications of major investments in AI resonate alongside discussions on autonomous vehicles and geopolitical dynamics, highlighting how governments leverage tech to enhance productivity. A captivating blend of sports, business, and technology unfolds!
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PSG Champions League Riot
- PSG won the Champions League final with a historic 5-0 victory despite losing star players like Messi, Mbappe, and Neymar.
- However, fan celebrations in Paris led to significant riots and arrests, tempering the victory with chaos.
James Dyson's Innovation Obsession
- James Dyson spent over 50 years perfecting vacuum technology, creating the world's thinnest vacuum at 78 years old.
- Dyson now owns 100% of the business, is worth $20 billion, and exemplifies obsession with incremental innovation in airflow and cleaning.
UK Manufacturing Outsourced
- British manufacturing is outsourced due to high costs, bureaucratic red tape, and difficult workforce recruitment.
- Companies like Dyson keep R&D in the UK but manufacture in Asia for better economics and supply chain advantages.
