Feb 27
Netflix Walks Away From WBD Deal & Why is Everyone Leaving America?
Episode 789: Neal and Ann dive into why Netflix has walked away from acquiring Warner Bros. Discovery after Paramount makes another counter offer. Then, Jack Dorsey’s Block cuts nearly half of his staff due to AI, and he thinks companies will ultimately do the same. Meanwhile, mo ... Show More
30m 13s
Feb 26
Kalshi Punishes MrBeast’s Editor for Insider Trading & Claude Used to Hack Mexico
Episode 788: Neal and Ann recap Nvidia’s reported earnings that buoy the AI sector by beating expectations. Then, Kalshi reveals a couple cases of insider trading on its prediction markets platform, including one from MrBeast’s production team. And, Anthropic's safety measures ar ... Show More
27m 7s
Feb 25
Investors Flee Tech for IRL Stocks & Trump Touts Economy in SOTU Address
Episode 787: Neal and Toby recap the biggest news from President Trump’s State of the Union address. Then, the recent fears of AI, causing widespread selloffs, has been a boon for utility or energy stocks, or HALO trades, “heavy assets, low obsolescence.” Also, the creators of Da ... Show More
30m 8s
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 453: Neal and Kyle discuss the selling of food delivery app Grubhub for a massive $6.5B loss and why former Walmart exec Marc Lore may be interested in acquiring it. Then, as some users delete their X accounts and move to other platforms, some brands are flirting to get back with X. Also, NYC approves a bill that will end broker fees that have been a ... Show More
