Airbnb Leaves NYC, Joins S&P 500

The week was dominated by hedge fund Situational Awareness being forced to sell its equity holdings, leading to both a drop and a pop in AI-related stocks. What went wrong and what can we learn? Plus, we discuss why hyperscalers are moving in opposite directions, why Tesla may le ...  Show more

Investors are taking a more scrutinous approach to all of the capital spending the Mag7 stocks are throwing at AI data centers. The one standout this quarter (so far) is Microsoft. Matt, Lou, and Tyler break down why investors loved Microsoft’s earnings while hating Meta’s, and w ...  Show more

Youngme, Felix, and Mihir debate how well Airbnb is managing growth amid backlash from cities like New York City. They also discuss Kraft Heinz’s controversial zero-based budgeting approach to management.Some recent picks:Ash is Purest White (Movie)Dynasties (Nature Series)After ...  Show more

In this episode, the hosts discuss the best and worst places to invest in Airbnb properties, highlighting the impact of regulations and market trends. They explore various global destinations, including Dubai, Bali, Portugal, and the Dalmatian Coast, while also addressing the cha ...  Show more

Episode 141: Neal and Toby discuss the fight between Disney and cable provider Charter Spectrum and why ESPN and ABC has been blacked out for millions of people, and what does it mean for the future of cable? Plus, NYC cracks down on Airbnb and video game 'Starfield' finally hits ...  Show more

Airbnb has changed the way we travel and upended the hotel industry, but it has also sparked one of the messiest fights ever between a startup and city government. When Airbnb arrived in New York City in 2009, it began operating in neighborhoods where affordable housing was alrea ...  Show more