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Not Investment Advice

Latest episodes

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5 snips
Jun 25, 2025 • 47min

221: Booking: $170B+ A/B Testing Machine & How a $5000 Vegas Bet Saved FedEx

Dive into the fascinating world of Booking.com as the hosts explore its transformation into a $170 billion powerhouse through innovative A/B testing techniques. Discover how FedEx was saved by a daring $5,000 Vegas bet from founder Fred Smith. The episode also reflects on the evolution of online travel booking and the powerful role AI is playing in shaping the industry's future. With a blend of insightful anecdotes and sharp humor, the discussion reveals the delicate balance of luck and strategy in business.
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15 snips
Jun 18, 2025 • 1h 10min

220: Stablecoin Opportunity, Circle’s $25B+ IPO, WhatsApp Gets Ads & Meta’s $15B Scale AI Deal

Dive into the quirky world of stablecoins and the buzz around Circle’s impressive $25B+ IPO. Discover how stablecoins could disrupt traditional payment methods and the current landscape of financial transactions. The conversation shifts to the unexpected intertwining of WhatsApp and advertising, raising eyebrows about privacy in the digital age. Plus, the impact of Meta’s massive AI deal and its potential to shape the future of tech is explored, all wrapped in humor and relatable anecdotes.
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22 snips
Jun 11, 2025 • 1h 1min

219: Apple WWDC Liquid Glass Flop, Hollywood vs. AI, Veo 3 & Elon vs. Trump

The hosts dive into Apple's underwhelming WWDC announcements, dissecting the 'Liquid Glass' launch and criticizing the company's innovation slump. They also explore the clash between Hollywood and AI-generated content, emphasizing the cost benefits of user-created videos. The conversation touches on the chaotic landscape of tech and news, highlighting how public figures like Elon Musk and Donald Trump are navigating these changes. With humor and insights, they examine the peculiarities of AI in storytelling and everyday life.
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Jun 4, 2025 • 49min

218: PSG Win, Dyson’s $20B Run, Mary Meeker’s Trends, Waymo vs. Lyft & $500B+ Middle East AI Deal

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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11 snips
May 28, 2025 • 59min

217: Google I/O Wrap, OpenAI’s $6.4B for Jony Ive & How Apple Fumbled AI

The discussion kicks off with insights from Google I/O, spotlighting key AI advancements and their implications. The hosts dive into OpenAI’s hefty investment in Jony Ive, examining its potential impact. They explore Apple's missteps in the AI arena, reflecting on the crucial role of design in tech innovation. Lively anecdotes and competitive strategies highlight the ever-evolving landscape of AI, as well as the practical integration of wearable technology into daily life.
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10 snips
May 21, 2025 • 52min

216: Burrito Loans, AI Product vs. Distribution, Power Laws in Online Dating

Dive into the quirky world of Burrito Loans, where finance meets food culture in a hilarious twist. Explore the competitive landscape of AI products and the crucial role of distribution in tech success. Discover the fascinating power laws shaping modern dating, with a humorous take on how online profiles affect romantic outcomes. The hosts also share nostalgic summer job stories, blending personal anecdotes with insights on startups and market trends.
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39 snips
May 14, 2025 • 1h 20min

215: Rent vs. Buy, ChatGPT in College, OpenAI’s For-Profit Pivot & Is Google Search Cooked?

The discussion dives into the hot debate of renting versus buying, unveiling financial insights that could change your perspective. There's a fascinating look at how ChatGPT is reshaping college education, challenging traditional methods of learning. The conversation then shifts to OpenAI's intriguing pivot to a for-profit model, raising questions about the future of AI services. Lastly, the hosts tackle whether Google Search is losing its edge amid the rise of AI-driven alternatives, sparking a lively debate on the future of online search.
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18 snips
May 7, 2025 • 1h 34min

214: Warren Buffett 60-Year Run, Berkshire's $150B+ Apple Bet, iPhone App Store Lawsuit and OpenAI's "Glazing" Controversy

This discussion dives into Warren Buffett's legendary investment strategies, focusing on his 60-year run and a massive $150B bet on Apple. They also explore the iPhone App Store lawsuit, highlighting controversial commission practices affecting developers. OpenAI's 'glazing' controversy is unpacked, revealing how AI engages users and the potential ethical implications. The conversation is punctuated with insights on evolving investment philosophies and the impact of technological advancements on financial strategies.
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15 snips
Apr 30, 2025 • 52min

213: White Lotus Review, Case Against Streaming TV, Favorite Biographies & Business of Casinos

The hosts dive into the nuances of the captivating series White Lotus, analyzing its unique storytelling. They critique the drawbacks of streaming TV, highlighting the impact on narrative quality and viewer engagement. There’s a fascinating discussion on the evolving landscape of Las Vegas casinos, transforming from mere gaming spots to full entertainment experiences. Additionally, they share their favorite biographies, shedding light on influential figures and the complexities of their decisions. Expect insights that blend culture, business, and a touch of humor!
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17 snips
Apr 23, 2025 • 1h

212: Meta & Google Antitrust Cases, ChatGPT Memory Implications & Personalized AI Learning

This discussion dives into the antitrust cases against tech giants Meta and Google, exploring their market power and potential breakups. The hosts weigh in on the dynamics of digital advertising, likening ad exchanges to a stock market. They also tackle ChatGPT's memory feature, debating its implications for personalized learning and privacy. Amid humorous anecdotes about caffeine, they highlight the exponential growth of AI tools and the competitive landscape of AI startups, emphasizing application over mere innovation.

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