Goldman Sachs' Earnings Woes, X Tests Subscriptions, and Marc Andreesen’s Manifesto

Goldman Sachs' Earnings Woes, X Tests Subscri...

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Trump's Iran Deal, SpaceX’s Wild Ride, and Snap’s Specs

Kara and Scott unpack the backlash to Trump’s Iran deal, and the symbolism of the algae bloom in the Lincoln Memorial’s Reflecting Pool. Plus, SpaceX passes Amazon in its first week as a public company, acquires Cursor, and kicks off an AI IPO frenzy. Then, Snap’s pricey new smar ...  Show more

The White House UFC Fight, SpaceX’s Big Pop, and Fox’s Roku Deal

Kara and Scott unpack the White House’s UFC spectacle, Paramount and Warner Bros. Discovery clearing a major merger hurdle, and SpaceX’s blockbuster public debut. Then, they discuss Fox buying Roku, the Trump administration’s latest clash with Anthropic, and state attorneys gener ...  Show more

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Read the full manifesto: <a href="https://a1 ...

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Aswath Damodaran returns to the show to discuss the impact AI had on Big Tech’s Q1 earnings. He breaks down the significance behind Meta and Google’s decisions to start paying a dividend and what it means about their places in the corporate lifecycle. He also shares his thoughts ...  Show more

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