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💊 “Dr. Altman” — ChatGPT’s Health launch. Daktronics’ football jumbotrons. Elf CEO Tarang Amin. +Dating Sunday

OpenAI & Anthropic pulled a Grey’s Anatomy and launched health bots… it’s healthcare’s ozempic moment.Daktronics’ built the biggest jumbotron in college football & its stock rose 1,000%… because CFB is the NFL.We interviewed Elf Beauty’s CEO on the pod… and our favorite part is “ ... Show more

. 21min 21sec

😈 “Gayborhood” — Grindr’s gay super-app. Saks’ hippo bankruptcy. Airbnb for Diggers. +McConnaughey’s trademark

After 159 years, Saks 5th Ave is bankrupt… And Louis Vuitton is holding the dagger.Grindr’s internal strategy leaked… They’re building a “gAI Super App”. The Airbnb for diggers, bulldozers, & cranes?... It’s EquipmentShare and it just IPO’d.Plus, Matthew McConnaughey just tradema ... Show more

. 19min 47sec

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This week, we discuss the possibility of the market discounting Trump, Bessent, & DOGE success, the market implications of the Treasury QRA, and whether the manufacturing uptick is tariff front-running or the beginning of a new boom. We also delve into the state of the crypto mar ... Show more

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