Gesamtlänge aller Episoden: 5 days 4 hours 53 minutes
Youngme, Mihir and Felix discuss some of the biggest stories from the summer, including their thoughts on the Robinhood IPO, what’s going on in the current labor market, whether the Olympics matter anymore, Simone Biles, and more.
Youngme, Mihir and Felix talk about how to make sense of China’s crackdown on industries ranging from Big Tech to Videogaming. They also share thoughts on other stories in the news, including people behaving badly on planes, Fox launching a Weather Channel, Visa buying an NFT, and Boston Dynamics’ latest robot video.
It’s been 10 years since the death of Steve Jobs. Has Apple peaked after 10 years of Tim Cook’s leadership or is the best yet to come? Youngme, Felix and Mihir debate the prospects for Apple; they then discuss the celebrities changing the way Hollywood does business, including Reese Witherspoon, Rihanna, and more.
Why are items still missing from grocery store shelves? Why are package deliveries being delayed? Youngme, Felix and Mihir unpack the global supply chain mess, while warning listeners to start their holiday shopping early! They also share their personal economic takeaways from the pandemic.
Housing prices are on the rise in cities all around the world, and Youngme, Felix and Mihir discuss whether there’s an end in sight. Plus they discuss other headlines, including: Amazon’s decision to start paying for college tuition for its workers; women outpacing men in college enrollments; the first major carbon capture facility going online; and more.
Youngme, Felix and Mihir discuss the red hot IPO market, highlighting a few of the companies reflecting a “sign of the times” including: Rivian Automotive, Duolingo, and life science companies like Gingko Bioworks and Moderna. They also answer a few letters from listeners, including questions about the soaring valuations of private company unicorns, the latest Facebook scandal, and more.
Youngme, Felix and Mihir discuss how legacy retailers like Nike, Walmart and Costco have managed to defy the odds and outperform expectations, despite an onslaught of fresh competition. They also respond to more letters from listeners, including questions about President Biden’s $3.5 trillion spending plan and more.
Youngme, Felix and Mihir discuss the long-term sustainability of Netflix’s content strategy; plus content trends in streaming.
Youngme, Felix and Mihir discuss how fearful we should be about inflation; they also discuss the Facebook rebranding (Meta) and the prospects for Snap.
Youngme, Felix and Mihir discuss Intel’s attempts to stage a turnaround in the all-important chip industry; plus Zillow, utopian cities, and more.