Jul 15
JPMorgan Has Historic Q2 & New York Temporarily Bans Data Centers
#889: Welcome Ray and Kyle! Today, the guys break down a flurry of bank earnings yesterday, including a record-setting quarter from JPMorgan. Next up, what Fed Chair Kevin Warsh said about inflation in congress and what the latest CPI data says. Then, New York temporarily bans da ... Show More
28m 27s
Mar 2024
Musk vs. the AI Overlords
This week, Felix Salmon, Emily Peck and Elizabeth Spiers ponder the future of computers, cars, and…fast food? They discuss why Elon Musk is suing Sam Altman and OpenAI and the altruistic origins of ChatGPT. Also: Wendy’s “surge pricing” gaff had customers crying foul and Apple’s ... Show More
43m 30s
Oct 2023
Musk's Tesla Factory Closures, X Possibly Going Public
Bloomberg News EV Reporter Sean O’Kane and Bloomberg Businessweek Columnist Max Chafkin discuss Elon Musk news about Tesla factory closures and Bill Ackman proposing to take X public. Michael Dowling, CEO at Northwell Health, discusses AI and healthcare. Melissa Byrne, Executive ... Show More
51m 14s
Feb 2023
E114: Markets update: whipsaw macro picture, big tech, startup mass extinction event, VC reckoning
(0:00) Bestie intro! (1:15) Macro picture update: 0.25% raise, jobs rip up, wage growth continues to slow (17:52) Interest rates impact on mega-cap company creation (33:58) Mass extinction event coming to startups, reckoning for VCs, venture debt issues (1:02:33) Adani's potentia ... Show More
1h 12m
Sep 2025
Jobs, AI, & Elon Musk’s Trillion Dollar Payday
The crew discusses another disappointing jobs report, the week in artificial intelligence, and a vibe check on some of the most talked about names on the market. Travis Hoium, Lou Whiteman, and Matt Frankel discuss: - This week’s jobs data - Anthropic’s funding - Google antitrust ... Show More
42m 1s
Apr 2022
E75: Fast shuts down, board culpability, Elon buys 9% of Twitter, deplatforming's evolution & more
0:00 Jason's big night out, bestie intros, All-In Summit update and more 8:01 Layoffs and shutdowns: Fast, Better.com, GoPuff; Chamath gives a macro- and micro- overview for startups 14:09 Preventing layoffs, culpability in Fast's shutdown, VC diligence strategy, VC/founder model ... Show More
1h 17m
Sep 2025
🚛 “Sloppy Soundtracks” — Spotify’s AI purge. NFL’s 3 huge sales. Starbucks’ McDonald moment. + Anthropologie’s $1K rock.
Starbucks is decaffeinating itself, closing 400 stores… but there’s hope for Starbs at McDonald’s.3 NFL teams just sold at record prices... They sold to Private Equity, but what about fan shares?Spotify deleted 75M AI songs, while AI slop is slowing your work day… Welcome to the ... Show More
22m 56s
Episode 314: Neal and Toby unpack the Fed’s meeting to keep interest rates steady where rich Americans could be a key reason. Then, fast food brands are feeling the hurt across the board with weakening demand… Except for… Wingstop? Next, Elon Musk makes a baffling decision to fire Tesla’s entire Supercharging team. Also, Neal’s favorite numbers include Binan ... Show More
