E117: Did Stripe miss its window? Plus: VC ma...

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Anthropic S-1 Shocker, Greatest Business Ever? Google's $500B Wipeout, Midterm Predictions

(0:00) Bestie Intros (3:22) Anthropic S-1 Breakdown: Greatest Business Ever? (32:47) AI's Biggest Problem and Anthropic's Doomer Showdown (1:01:57) Google Sheds $500B Market Cap in Worst Day Ever: What Went Wrong? (1:14:17) Final Midterms Predictions and Scenarios Follow the best ... Show more

. 1h 25min

WHOOP CEO, Will Ahmed: 50B Hours of Health Data, a 4 Million Member Data Moat, & the FDA Fight

(0:00) Welcome Will Ahmed, CEO of WHOOP (0:59) WHOOP's $500 Hardware Problem & the Subscription Pivot (6:59) Inside 50 Billion Hours of 24/7 Health Data (19:31) WHOOP's AI Coach, Journal Insights & GLP-1 Tracking (34:57) WHOOP vs. the FDA & Competitor Wearables (44:33) Lightning ... Show more

. 55min 39sec

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