We're debating if the AI bubble is just getting started, breaking down our NVIDA investment thesis, and searching for the highest ROI purchases on Earth (it's not what you think).

Welcome to the Alfalfa Podcast 🌾 👉 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://linktr.ee/alfalfapod⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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Episode Highlights:

🚨 The Coming "AI Slop-ocalypse"

📈 Why The AI Bubble Won't Pop

💋 The Ultimate "Kiss ROI" is...

💩 Why Own "Fartcoin?" The Rant on Stupid Money

🤯 The "Brain-Breaking" AI That Writes For You

📉 The Next Industry to Face a Reckoning

🧘‍♂️ Alan Watts & Turning 40

Hit LIKE 👍 & SUBSCRIBE ✅ if you dig the unfiltered commentary!

Timestamps:

00:00 Intro & The "Knees Over Toes Guy" Bio-hack

05:26 Drinks, Shoutouts & Pre-Gaming with ZBiotics

06:26 Sponsor: ZBiotics

08:38 Vacation Plans & The Great Host Replacement

13:08 The Ultimate "Return on Money" List (ft. Alex Hormozi)

17:53 Home Ownership Nightmares & The "Shared Asana"

21:55 All-Time Best ROI: "It made girls kiss my awkward self in college."

27:40 The Death of the Daily Suit & ROI on Clothes

31:13 How to Build a SaaS Landing Page That Converts

39:12 The Psychology of Hiding Prices & Price Anchoring

41:40 AI ALPHA: The Dictation Tool That Will Change How You Work (Whisperflow)

47:40 Apple's Evil Plan Behind Bigger Camera Megapixels

53:40 MAIN TOPIC: The "AI Slop" Apocalypse (Meta vs. Sora 2)

01:02:10 The Morality of Building Addictive Tech

01:12:00 History Lesson: Did You Know Plato Hated Writing?

01:20:25 The $7 Trillion AI Bubble: Investing in the Hyperscaler Arms Race

01:29:10 Investment Strategy: AI Stocks vs. Crypto vs. Gold

01:47:00 Nick's 40th Birthday: Alan Watts & The "Dance" of Life

01:52:30 Outro Chaos & A Falling Camera?

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Eric Johanson - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ / crypto_cfa ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Nick Urbani - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ / nurbani ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Stephen Cesaro - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ / 0xmagiclines ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Disclaimer: The views expressed by hosts, guests, and representatives don't reflect any associated institutions or organizations, and shouldn't be taken as financial or investment guidance. All information provided doesn't consider individual circumstances. We encourage independent legal, financial, and professional consultation before making decisions related to this content.

Fabrice Midal

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