Not Investment Advice

229: Oasis Concert, Chamath Launching SPAC, Intel Turnaround (?) & How The South Park Guys Became Billionaires

228: GPT-5, ChatGPT vs. Claude, AI Psychosis, Nvidia 15% Export Tax & Harvard Buys Bitcoin

227: Singapore & Vietnam’s Growth, Figma IPO, Airport Lounges & Dishoom’s Genius Marketing

226: Future of Substack, Support From Partner, Value of Names & Rebooting The UK

225: What’s Driving ETH Price, Bitcoin All Time High, Treasury Company Playbook, Stablecoin Bill & Crypto Collateral Loans

224: AMA - Meeting Historical Figures, PHDs vs AI, Simulation Theory, Fav 90s Media, & Routines

223: AMA - China vs. US Energy, Population Decline, Tech Layoff Drivers & Future of AI Podcasting

222: AMA - 1% Products, Dream Businesses, Disagreements, BYD vs. Tesla & is UBI a Good Idea?

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

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

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

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

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

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

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

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

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

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

211: NIA 4th Year Anniversary, Tariffs (Bond Yield, Apple/China), LVMH vs. Hermes, Rory Win & Best Comeback Stories

210: Tariffs, Trade War, Stock Meltdown, China & Can America Bring Back Manufacturing?

209: Studio Ghibli ChatGPT, Hiyao Miyazaki, Meme Cycles & xAI Acquires X

208: AMA - Career Advice, Scarcity vs. Abundance, Parenting in AI Age & Future of Social Media

207: AMA - Abercrombie’s Comeback, Wedding Economics, Loyalty to Brands, David Deutsch’s “Fun Criterion” & Is Work-Life Balance Possible?

206: Bitcoin Strategic Reserve, YouTube at 20, Ferrari Wild Economics & Manus DeepSeek Moment (?)

205: Crypto Strategic Reserve, Skype Shutting Down, Oscars & Mixue $14B IPO

204: $1.5bil Bybit Hack, Crypto Sell-off, Pig-Butchering Scams, Murdoch “Succession” Drama & Future of Local Media

203: Libra $200M+ Rug, How We Use AI, OpenAI Deep Research & Vibe Coding

202: Superbowl Ads, Kendrick HT, Elon $97B OpenAI Bid, X Algo, Dead Internet Theory & USAID

201: Tariff War (Canada, Mexico, China), Shein & Temu, & ETH Drop

200: DeepSeek Breakdown, Nvidia Short Thesis and Big Tech Winners & Losers

199: Trump Memecoin, ETH vs. Solana, TikTok Ban & Inauguration Memes

198: Zuck’s Meta Pivot, TikTok’s Future (?) and CES Highlights

197: 2024 Awards & 2025 Next Big Thing (AI Agents, 2-way Podcasts, Art Collecting AI, DOGE)

196: Best of 2024 - Book, Podcast, Song, Film, TV

195: Fartcoin Fundamentals, Google Veo vs. OpenAI Sora, Waymo vs. Lyft, Healthcare Economics & Jensen Huang Story

194: Google’s Quantum Chip, Bitcoin vs. Quantum Computing, Jack’s Sculpture & Taylor Swift’s $2B Eras Tour

193: OpenAI vs. xAI, De-Banking Debate, Business of IVF & Presidential Pardon History

192: MicroStrategy $35B Bitcoin-Buying Machine, Jaguar Wild Re-Brand and BlueSky vs. X

191: Tyson vs. Paul, Trump UFC, AI Trading Meme Coins, MicroStrategy Moves & ETH vs. SOL

190: Jack Back, Bitcoin $90k & Trump’s Impact on Big Tech, Tariffs, EV & Media

189: The Podcast Election, Betting Markets (Polymarket, Kalshi) & Hollywood’s AI Play

188: The Calvin and Hobbes Story

187: AMA, Money Psychology, Favorite Mental Models & Future AI Jobs

186: SpaceX Starship, Tesla vs. Waymo & Jensen Huang’s Nvidia Bull Case

185: The Dorito-fication of Media

184: Meta Orion Glasses, Google’s NotebookLM, Port Strike & Megalopolis Review

183: Francis Ford Coppola’s Career, The Godfather, $500M Winery & Megalopolis

182: Mr Beast’s Leaked Guide To Going Viral, The Power Broker 50th Anniversary & Robert Caro

181: iPhone 16 Launch, Apple Intelligence + Siri, Kendrick Super Bowl & OnlyFans $6B Business

180: Founder Mode, Seasonal Businesses, Spirit Halloween’s $650m+ Biz and X vs. Brazil