Is the AI Bubble Popping?

Lam Research is a semiconductor machine business that’s breaking records, but its stock price has been cut nearly in half from highs in 2026. Jon, Matt, and Lou talk about historical cyclicality as well as present strengths before giving their opinions of whether it’s a good stoc ...  Show more

Netflix is showing signs of maturity as growth slows, but is its valuation becoming attractive? SpaceX reported explosive revenue growth, and Elon Musk is projecting a staggering $1 trillion annual revenue run rate by the end of 2027. Travis Hoium, Lou Whiteman, and Jon Quast bre ...  Show more

Grey and Myke each have an Apple Vision Pro. Can they get their work done with it? What does the future look like? And more importantly, how do you even begin to describe the experience? 

In this episode, we unravel the incredible potential of Apple Vision Pro and discover the countless real-world applications it offers. From revolutionizing healthcare diagnostics to transforming the way we interact with augmented reality, this advanced visual technology pushes th ...  Show more

Apple’s launch of a new mixed reality headset shows that, for Apple, the metaverse isn’t dead. The Verge’s David Pierce explains. This episode was produced by Amanda Lewellyn and Hady Mawajdeh, edited by Amina Al-Sadi, fact-checked by Laura Bullard, engineered by Patrick Boyd, an ...  Show more