88: Jordan Schneider on China protests & Twit...

The NIA boys discuss the Sphere’s $4B BusinessTimestamps(00:00:00) - Intro(00:01:19) - What Is the Sphere (00:03:28) - James Dolan's Three Public Companies(00:04:58) - The Backstory of the Sphere(00:10:45) - Revenue Breakdown: IP, Live Events, Sponsorships, F&B(00:14:37) - Expans ...  Show more

The NIA boys discuss Anthropic vs. Department of War, Block 40% Layoff & Jane Street’s 10AM Bitcoin DumpTimestamps(00:00:00) - Intro(00:03:20) - Anthropic vs. Department of War(00:37:13) - Meme of the Week(00:38:38) - Block 40% Layoff(00:47:31) - Jane Street’s 10AM Bitcoin DumpWh ...  Show more

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they dive deep into China’s explosive innovation across AI and EVs, the rise of open-source models, lessons for U.S. competitiveness, the real story on tar ...  Show more

My guest today is Dan Wang. Dan is a technology analyst and author who spent six years living in China studying its manufacturing ecosystem and tech development, best known for his new book Breakneck. Dan offers the most nuanced framework I've encountered for understanding US-Chi ...  Show more

The tech battle between China and the U.S. is heating up – one player just showed the world that Ai can be done well with a lot less. (00:14) Tim Beyers and Dylan Lewis discuss: - The Chinese app that is shaking up the AI landscape – DeepSeek – and how its leaner, less resourc ...  Show more

After US stocks notched their best start to a presidential term since 1985 last week, DeepSeek, China's answer to ChatGPT, is making big waves in the tech sector. The AI startup is gaining significant traction and sending US stock futures sharply lower. Mensur Pocinci, Head of ...