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Trends with Friends

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9 snips
Feb 26, 2025 • 1h 12min

From Meme Coins to Tariff Wars: Why AI, Crypto, and Markets Are Riding the Volatility Rollercoaster

Adeniyi Abiodun, co-founder of Mysten Labs, and Shomik Ghosh, investor at Boldstart Ventures, dive deep into the chaotic worlds of crypto and AI. They discuss the fallout from the $1.5 billion Lazarus hack and the importance of cybersecurity in Web3. There's also buzz around Sui's potential in digital ownership, alongside analysis of volatile tech stocks like Tesla and Solana. Plus, they explore how global tariff wars could reshape the tech landscape and why investing now requires a keen eye on emerging trends.
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Feb 19, 2025 • 1h 6min

Enough Infrastructure - It's Time To Build Consumer Applications!

Join Howard Lindzon, Michael Parekh, and special guest Joe McCann, founder of Asymmetric, for a deep dive into the intersection of crypto, trading, and digital assets. This episode of Trends with Friends explores the explosive rise of DraftKings as the ultimate betting super app, the future of peer-to-peer crypto trading, and why China’s tech revival with Alibaba and AI innovation is reshaping global markets. Joe shares insights from the front lines of the digital assets world, highlighting the Trump meme coin frenzy, Solana’s resilience, and the next wave of Web3 consumer apps that will hide crypto under the hood for mass adoption.📅 Recorded live on February 2025🎙️ Special Guest: Joe McCann, Founder & CIO of Asymmetric🔑 Brought to you by StocktwitsSlides: https://docs.google.com/presentation/d/e/2PACX-1vQy1zBIhcaZuyKDbPbz93BoWY43TZRAjvI9LW1cZdFXulSiYuhMcwEP4WxpwDUmrya7PJQTpPWiwVKa/pub?start=false&loop=false&delayms=3000&slide=id.g3337970ddf7_0_52Key Topics Covered:DraftKings’ Breakout Moment: From sports betting to financial super appPeer-to-Peer Trading & Crypto Wallets: The next big thing in fintechTrump Meme Coin Mania: What it revealed about blockchain infrastructureAlibaba’s Comeback: China’s tech power play with AI & AppleSolana’s Resilience: Why it remains a top blockchain for trading appsWeb3 Consumer Apps: Why the future of crypto is invisible to the userRegulation & Institutional Adoption: How banks & ETFs are changing crypto foreverChapters00:00 Introduction to Joe McCann and Asymmetric Investments05:51 Navigating the Crypto Landscape10:08 The Evolution of Gambling and Speculation14:10 The Rise of Stablecoins and Their Impact18:10 Copy Trading and Innovations in Crypto21:03 Alibaba's Resurgence and China's Tech Landscape27:12 The Global Shift in Tech Markets30:24 Nvidia's Role in AI and Global Tech Dynamics34:51 Geopolitical Implications for US Tech Companies37:49 The Impact of US-China Relations on Tech Companies39:44 The Future of Software and Consumer Apps41:51 Investment Trends in Crypto Infrastructure45:50 Innovative Consumer Applications in the Crypto Space48:50 The Growing Demand for AI Infrastructure51:18 The Shift in Consumer Preferences in China53:54 The Dichotomy of Institutional and Retail Crypto Markets01:01:33 Regulatory Landscape and Its Impact on Crypto LiquidityWhere To Find Howard and Friends:• Howard - https://stocktwits.com/howardlindzon• Michael Parekh - https://stocktwits.com/MParekh• Joe McCann - https://x.com/joemccannDisclaimer: All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/about/legal/terms/
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Feb 12, 2025 • 1h 8min

Golf’s Biggest Disruption Yet: Grass Clippings, YouTube Stars & The PGA’s Future

Jimmy Hoselton, founder of Grass Clippings, shares his vision of revolutionizing the golf industry through innovative formats and events. He discusses how YouTube golfers are reshaping the landscape, pulling a larger audience than traditional PGA pros. The conversation dives into the allure of night golf and the fusion of gaming with golf to engage younger fans. They also explore the impact of AI on broader tech dynamics, especially the intricate relationships between giants like Apple and Alibaba amidst U.S.-China tensions.
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Feb 5, 2025 • 1h 8min

Shoveling Shit & Building Empires: The Cheat Codes to Startup Success with Mike & Kass Lazerow

Michael Parekh, an AI expert with a background at Goldman Sachs, joins Mike and Kass Lazerow, founders and authors of "Shoveling Shit: A Love Story." They explore the roaring growth of AI, dissect Google’s dominance, and analyze Palantir's meteoric rise. The Lazerows share real entrepreneurial struggles, emphasizing the importance of hiring and strong company culture. They also delve into the innovative marketing strategies of Liquid Death, revealing how storytelling fuels brand loyalty and consumer engagement.
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8 snips
Jan 29, 2025 • 1h 19min

Creators Take the Lead: Deep Seek, Software Dominance, and PunchUp’s Role in the Creator Revolution

Danny Frenkel, Co-founder of Punchup.live and former Facebook product engineer, joins the discussion on how DeepSeek's AI innovations are transforming the tech landscape. They explore open-source AI's impact on startups and content ownership in the post-social media world. The conversation highlights the vital role of email for creators and the shift back toward software dominance over hardware. Additionally, they delve into the changing strategies for entertainers in adapting to new digital platforms while engaging audiences in the live entertainment realm.
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8 snips
Jan 22, 2025 • 1h 11min

The New Gold Rush: Decentralized Mapping, Meme Coins, and the Future of AI with Ariel Seidman

Ariel Seidman, founder of HiveMapper and an expert in decentralized mapping and blockchain technology, joins the conversation to discuss cutting-edge trends. He delves into the excitement surrounding meme coins and their economic impact, especially on Solana. The potential of decentralized mapping to revolutionize navigation and data collection is explored. Seidman also highlights the challenges facing traditional mapping giants like Google and offers insights into the intersection of technology, investment opportunities, and the evolving crypto landscape.
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Jan 15, 2025 • 56min

Too Big To Fail? Too Small To Care? The New AI Landscape | Ft. Josh Mohrer

Join Howard Lindzon, Michael Parekh, Phil Perlman, and special guest Josh Mohrer for a lively discussion on AI innovation, the evolution of venture capital, and the marketing leverage revolution. From Tesla's autonomous breakthroughs to TikTok's geopolitical battles, this episode of Trends with Friends unpacks the trends shaping our world—and the opportunities they bring. 📅 Recorded live on January 7, 2025 🎙️ Special Guest: Josh Mohrer, CEO of Wave and former Uber GM 🔑 Brought to you by Stocktwits Key Topics Covered: • Josh’s journey from Uber to founding Wave—a powerful AI-driven note-taking app • The shift from tech to marketing leverage for small businesses • AI as a game-changer for one-person startups • The future of autonomous vehicles: Tesla vs. Waymo • TikTok's geopolitical impact and why a US buyout is imminent • How the Nifty Nine are transforming venture capital and private equity • Why Snap may be the next major acquisition target Chapters: (00:00) Show introduction and welcome (02:50) Josh shares his journey from Uber to AI entrepreneurship (06:00) Tesla’s AI strategy vs. Waymo’s challenges (12:00) TikTok’s political and economic implications (18:40) Josh on building Wave and the power of AI for individuals (27:00) The rise of marketing leverage in business (35:00) Nifty Nine tech giants and their $200 billion investments (42:00) The evolving landscape of venture capital and private equity (50:00) Closing thoughts on trends and opportunities Explore the intersection of innovation, investment, and AI-driven transformation. Don’t miss this engaging episode! Today's Charts: https://docs.google.com/presentation/... Where To Find Howard and Friends: • Howard - https://stocktwits.com/howardlindzon • Phil - https://stocktwits.com/ppearlman • Michael Parekh - https://stocktwits.com/MParekh • Josh Mohrer - https://x.com/joshmohrer Disclaimer: All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/about/legal/terms/
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12 snips
Jan 8, 2025 • 1h 7min

Fart Coin Frenzy & Rectal Rotations in Meme Coins | Special Guest Packy McCormick

Join venture capitalist Packy McCormick, known for his insightful writing on media and AI, as he dives into the absurdities of meme coins like Fartcoin, which has hilariously topped a billion-dollar market cap. The discussion navigates Nvidia's revolutionary AI advancements for the future, alongside the unpredictable dynamics of crypto investing. With insights on balancing innovative tech's benefits and pitfalls, this conversation is both enlightening and entertaining, exploring how 2025 might shape our financial landscape.
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12 snips
Dec 18, 2024 • 1h 15min

Why Owning Your Audience Matters: AI, Email Newsletters, and the Future of Content

Tyler Denk, CEO of Beehiiv, a platform revolutionizing email newsletters, and Ben Cahn, a humorous podcaster and trader, dive into the challenges of creator monetization. They dissect the pitfalls of platform dependency and the renaissance of email as a top distribution channel. The duo discusses AI's transformative role in business, and how owning your audience is crucial in today's digital landscape. Plus, they touch on Tesla's storytelling power and Argentina's emerging market trends, blending insights with a touch of humor.
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Dec 11, 2024 • 56min

Lucky Strike's Bold Rebrand: From Bowling to Entertainment Empire

Join us for an exclusive deep dive into Bolero Corporation's transformation into Lucky Strike Entertainment, featuring executives Lev Ekster and Bobby Lavan. Discover how this entertainment powerhouse is revolutionizing location-based entertainment through innovative technology, strategic acquisitions, and a vision that extends far beyond traditional bowling. Recorded live on Tuesday, December 10th Brought to you by Lucky Strike Charts: https://docs.google.com/presentation/d/1HT2wLR-xkJ2b580SSUSUNz8qg7BU1woPVFEshnQMEw4/edit?usp=sharing Key Topics Covered: • The strategic rebrand from Bolero to Lucky Strike Entertainment • Evolution from a single NYC bowling alley to 360 premium entertainment locations • Integration of AI and technology in entertainment venues • Revolutionary approach to revenue optimization and customer experience • Expansion into water parks and family entertainment centers • The Professional Bowlers Association (PBA) ownership and media rights • Implementation of social media integration and gaming elements • Strategic vision for location-based entertainment market expansion Skip Ahead: (00:00) Show introduction and welcome (02:50) Introduction of Lucky Strike executives (04:08) Company history and evolution (07:58) Their design-forward approach  (10:56) Competitive/pro bowling and the popularity of the sport (14:27) Growth opportunities (17:00) Revenue model discussion (20:08) Gamification and AI integration (23:12) PBA tour and brand involvement (29:19) Charts with JC (37:00) Lucky Strikle's future growth initiatives (39:32) Market overview (40:23) Google's new quantum computing chip (47:32) The psychology of markets (51:25) Trends with No Friends: PriceSmart (52:40) Closing remarks Where To Find Howard and Friends:  • Howard - https://stocktwits.com/howardlindzon  • JC - https://stocktwits.com/allstarcharts  • Phil - https://stocktwits.com/ppearlman  • Michael Parekh - https://stocktwits.com/MParekh  • Riley - https://stocktwits.com/coloradoriley  • Lev Ekster - https://www.linkedin.com/in/lev-ekster/ • Bobby Lavan - https://www.linkedin.com/in/bobby-lavan-274505107/ • Production and Marketing - https://penname.co/ Trends with Friends is brought to you by Stocktwits: https://stocktwits.com/   Disclaimer: All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/c/uncategorized/2024/02/21/stocktwits-newsletter-disclaimer/

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