TBPN
Meta, Google, Microsoft, and Amazon are spending record amounts on AI infrastructure, with Meta’s $10 billion capex hike triggering a stock drop. The episode digs into whether these investments will cement tech giants’ dominance or backfire, and argues that AI is consolidating power rather than causing mass layoffs.
Read full notesMy First Million
A 15-year-old buys $1 bills, adds a Michael Jordan sticker, and sells them for $15 each on eBay—moving 100 a day. The hosts break down how a simple twist on a familiar item, combined with eBay’s ranking system, created a profitable niche business.
Read full notesLex Fridman
Vikings used longships to raid monasteries and vanish before defenders could respond, spreading fear across Europe. The discussion shows how their tactics relied on mobility and psychological shock, and how they later shifted from raiding to building new societies.
Read full notes20VC
Clay sets unusually high sales quotas and always hires reps in pairs to quickly identify top performers. Outbound sales remains their main growth driver, challenging the idea that old-school tactics are obsolete.
Read full notesAcquired
Enzo Ferrari didn’t sell his first car until age 50, after decades in racing. His breakthrough at the 1948 Turin Motor Show shows that persistence and timing, not early success, built the Ferrari legacy.
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