Not Investment Advice

Bilal Zaidi, Jack Butcher, Trung Phan
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20 snips
Jan 14, 2026 • 53min

250: Siri x Gemini, Claude Cowork & Jerome Powell Defiant

The hosts dive into the intriguing partnership between Siri and Gemini, exploring Apple's strategic choices in AI development. They discuss the innovative capabilities of Claude Cowork and its implications for productivity. A lively debate on universal basic income raises questions about AI's impact on jobs. The conversation also touches on Jerome Powell's defiance amid a Federal Reserve controversy, examining market reactions and governance implications. Expect memes, tech insights, and a humorous take on cultural moments!
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13 snips
Jan 7, 2026 • 1h 7min

249: Prediction Market Insider Trading, Boston Dynamics Humanoid Robot (CES) & Delivery App Hoax?

The hosts dive into the intriguing world of prediction markets, exploring insider trading debates sparked by a significant bet on Venezuela's Maduro. They tackle the challenges of regulating these markets and the implications of anonymous participation. The discussion shifts to the revolutionary humanoid robots unveiled at CES, with debates on their practicality versus purpose-built designs. Lastly, they expose a viral delivery app hoax fueled by AI-generated misinformation, shedding light on the risks posed by such technology.
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12 snips
Dec 31, 2025 • 44min

248: Best of 2025: Person, Company, TV Show, Read, Song & Purchase

The hosts dive into their favorite picks of 2025, from standout people like AI leaders to influential companies like NVIDIA. Music highlights include trending songs and artists, while gripping TV recommendations spark excitement for binge-watching. Book lovers receive must-reads on Elon Musk and thoughtful essays on SpaceX. They also discuss NFL's growth through key figures and share laughter over cultural moments, all while reflecting on personal growth and plans for 2026.
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Dec 24, 2025 • 32min

247: AMA - Chappelle + IRL Events, Marmite Rule, Pronoia vs. Paranoia & Our Christmas List

The hosts discuss the electrifying experience of attending a Dave Chappelle show, contrasting massive arenas with the intimacy of smaller venues. They explore the intriguing 'Marmite Rule' about divisive content and share thoughts on creating under digital scrutiny. The conversation shifts to 'pronoia' versus paranoia, focusing on writing for enthusiastic audiences. They also dive into personal holiday wishes and dream IRL events they'd love to attend. Plus, they recommend films that speculate on AI's future.
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24 snips
Dec 17, 2025 • 40min

246: SpaceX’s $1.5T IPO explained

The conversation dives into SpaceX's fascinating $1.5T IPO, exploring how its valuation aligns with Starlink's potential revenue. The hosts discuss innovative ideas like AI data centers in space and compare Starlink's growth to AWS, highlighting its unique market position. A viral WSJ article on 'storytelling' trends in hiring sparks debate about marketing versus storytelling. Finally, they touch on the excitement surrounding the Jake Paul vs Anthony Joshua fight, respecting the risks athletes take.
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Dec 10, 2025 • 54min

245: Jack’s Project Acquired by X Museum, Netflix’s $83B Deal for Warner Bros (and Paramount’s Hostile Bid) & Gemini Ads

A dynamic conversation unfolds about Jack's Project being acquired by X Museum, highlighting innovative auction dynamics and community engagement at Art Basel. The team dissects Netflix's bold $83B offer for Warner Bros, revealing the intricate bidding landscape, political implications, and potential shifts in the industry. They also explore Google Gemini ads, weighing the balance between user experience and monetization strategies. Insightful debates on NFTs in traditional art and theatrical release impacts round out this engaging discussion.
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Dec 3, 2025 • 1h 4min

244: Jack at Art Basel, Nvidia vs. Google TPUs, The Anti-AI Bet & Strategy’s $50B+ Bitcoin Bet

The hosts dive into Jack's innovative installation at Art Basel, where NFTs serve as digital receipts. They compare Nvidia and Google's tech strategies, discussing Nvidia's advantages and Google's TPU forecasts. A deep look at investment strategies emerges, including MicroStrategy's audacious Bitcoin plays and potential risks. Finally, they explore Ari Emanuel's anti-AI stance, suggesting that live experiences like sports could thrive as AI reshapes other industries.
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Nov 26, 2025 • 38min

243: Things To Watch & Read, Learning History From AI, WFH vs. Office & The State of Universal Basic Income

Explore captivating recommendations for films and books, from holiday rom-coms to thought-provoking documentaries. Dive into the Scottish Enlightenment's impact on modern thought and discover how generative AI is reshaping our understanding of history. The hosts share their thoughts on the flexibility of work-from-home versus traditional office environments, revealing personal insights into career choices in tech. Lastly, they debate universal basic income's potential as a tool for creativity or a path to complacency.
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Nov 19, 2025 • 59min

242: “May I Meet You?”, Michael Burry’s AI Short, Elon’s $1T Package and Buffett’s $4B Google Bet

The hosts dive into a viral meme sparked by Bill Ackman's dating advice, unpacking its cultural context and humor. They also discuss Michael Burry's bearish stance on AI stocks like Palantir and Nvidia, highlighting valuation issues. Elon Musk's ambitious $1 trillion vision involving Optimus robots and new chip demand drivers takes center stage. Additionally, the insight into Buffett's $4 billion investment in Google sparks debate about the tech giant's future in AI distribution. Market trends and liquidity concerns round out the conversation.
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15 snips
Nov 12, 2025 • 57min

241: 50yr Mortgages, Square Bitcoin Payments, Treasury Co 1x mNAV, Nano Banana & Andreesen vs. Pope

Delve into the intriguing world of 50-year mortgages and discover why interest rates could be more crucial than term lengths. Explore Square's integration of Bitcoin payments and the changing landscape of digital currency adoption. Uncover the latest on Uniswap's fee switch, aiming to enhance market dynamics. Plus, enter the bizarre realm of Nano Banana leaks and the implications of deepfake technology. Finally, witness a thought-provoking exchange on tech morality featuring Andreessen and Pope that raises important ethical questions.

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