The Best One Yet

🦈 ā€œI’m outā€ — Shark Tank’s China trade deal. Nvidia’s $5T flowers. Fruitist’s $1B blueberry. +Candy Salad Trick-or-Treat

9 snips
Oct 30, 2025
Nvidia's valuation skyrockets to $5 trillion, with chips compared to perishable flowers. Fruitist has turned blueberries into a billion-dollar venture with their giant golf ball-sized fruits. Meanwhile, Shark Tank entrepreneurs are on high alert as Trump and Xi discuss trade, with tariffs impacting their products. Plus, the rise of 'candy salads' emerges as a fun response to record-high chocolate prices. From market trends to big tech earnings, the hosts cover a range of business insights in this lively discussion.
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ANECDOTE

Candy Salad Trend For Cheaper Halloween

  • Hosts described the TikTok trick 'candy salad' where people pour multiple candies into a bowl to control costs for trick-or-treaters.
  • Ferrara launched a candy salad kit and suggest using tongs to portion candy to manage expenses.
INSIGHT

AI Chips Are Perishable Commodities

  • NVIDIA's AI chips act like perishable goods because new, faster chips arrive every 2–3 years, forcing constant refreshes.
  • That creates recurring massive demand and pricing power, but also means customers repeatedly face huge replacement costs.
INSIGHT

NVIDIA's Scale Comes From Recurring Upgrades

  • NVIDIA booked $500 billion of Blackwell GPU orders through 2026 and commands high markups on its GPUs.
  • The company rapidly scales as customers keep buying newer generations despite looming obsolescence.
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