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Stig Brodersen shares insights on his portfolio changes in 2025, discussing his investment in Uber, sale of Evolution AB, thoughts on Alphabet's AI strategy, and the importance of having unfair advantages in investing.
Steve McLaughlin, founder of FT Partners, shares insights into the future of fintech, highlighting the transformative potential of AI, tokenization of real-world assets, and the importance of building innovative, globally-focused financial technology companies that can potentially become trillion-dollar enterprises.
Sheel Mohnot shares five $10M business ideas, including AI-powered yard and pool vision services, an eHarmony-like platform for surrogacy, and an electronic muscle stimulation (EMS) workout concept.
Sam Altman and OpenAI acknowledge Google's Gemini 3 model has surpassed them in some areas, signaling a potential shift in the AI competitive landscape and raising questions about model commoditization.
Sam and Shaan react to Bill Ackman's dating advice of using the phrase "May I meet you?" while discussing entrepreneurship, creativity, and the art of noticing unique opportunities.
A wide-ranging episode covering Michael Burry's short on AI and Palantir, the home affordability crisis, H-1B visa debates, a massive solar storm hitting Earth, and the trend of wealthy Americans seeking alternative living locations.
Michael Burry's massive short bet against Palantir causes the stock to drop 10% despite the company's impressive earnings report, highlighting concerns about AI valuation and the stock's high trading multiples.