Elon gets paid, Apple's AI pop, OpenAI revenu...

(0:00) Bill Ackman joins the show! (0:30) Evolving investment philosophy: What's changed over 20 years? (4:40) AI: Greatest time to build a business, and a major threat to portfolios (7:50) Predicting market moves, the "rubber band effect" (16:00) Owning founder-led companies (19 ...  Show more

(0:00) OpenAI CFO Sarah Friar joins the show! (0:31) How OpenAI thinks about its IPO timeline (3:31) OpenAI, Anthropic, Google: The AI arms race (7:43) Navigating the compute crunch and AI bottlenecks, device preview! (15:53) OpenAI's economics (26:08) Push into chips, the cloud ...  Show more

Last Week of February 2024

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In this episode, we address the talking stage that people go through before they decide if they want to be in a serious relationship with someone and if this should even be considered a stage before a relationship. We also talk about what we would do if our girl is in a fight wit ...  Show more