Category Archives: Podcast Blurbs

Podcast Blurbs [Tesla long and short case, Framing investment success]

Grant’s Podcast (1/16/2018; Electric Slide) Mark B. Spiegel (Managing Member of Stanphyl Capital) “Number one, Tesla has no moat of any kind.  It has absolutely nothing meaningfully or sustainably proprietary.  Number two, it loses a huge and increasing amount of money despite relatively light competition, but will soon be confronted with massive competition in every […]

Podcast Blurbs [Sleep, Discarding ideology, Common knowledge, Intuition, SaaS upsell]

Hidden Brain (11/14/17; Eyes Wide Open: Part 2) (Matthew Walker, neuroscientist) “If we didn’t need 8 hours of sleep a night and we could get away with 6, mother nature would have done away with 25% of our sleep time millions of years ago.  Because when you think about it, sleep is an idiotic thing […]

Podcast Blurbs [Amazon, Moral luck, Hero worship]

The James Altucher Show, Ep. #287 (How the Four Most Influential Companies on the Planet Took Over the Market and Changed Humankind) Scott Galloway “[The Four] are now going after each other because they’re getting into each others’ swim lanes.  They used to be on each other’s Boards…but, here’s the interesting thing about this.  Wherever […]

Podcast Blurbs [Death, Dropbox moat, Common knowledge, Saying “no”]

Waking Up: Sam Harris, Ep. #104 (The Lessons of Death) Sam Harris “How we think about death changes depending on whether we’re thinking about dying ourselves or about losing the people we love.  But whichever side of the coin we take here, death is really an ever-present reality for us…it’s always announcing itself in the […]

Blurbs [Online travel, B2B2C implementation]

Executive Roundtable: Street Talk (11/9/17), Phocuswright Conference Rachael Rothman, Sr. Analyst, Gaming, Lodging, and Leisure at Susquehanna Financial Group (on hotel demand) “I think we know from the industry-wide data that there is a definite shift to book direct…I would also just highlight that going back 30 years from hotel school, we always thought of […]

Podcast Blurbs [Webs of value, Modular mind, European tech regulation]

Y Combinator (11/10/17; Tencent’s Chief Exploration Officer, David Wallerstein on WeChat, QQ, and Gaming) David Wallerstein “I think think no discussion of Tencent’s history is complete without a serious discussion about Microsoft because around this time, 2001, 2002, I believe Microsoft did something very important for us. They bundled Windows Messenger into the operating system, […]

Podcast Blurbs [Background on Google’s DoubleClick acquisition, PPG Industries, Quantifying stuff]

Recode Decode (10/30/17; Why I’m not afraid of Amazon, David Rosenblatt, CEO of 1stdibs) (David Rosentblatt, CEO of 1stdibs, former CEO of DoubleClick) (on DoubleClick) “DoubleClick invented the display advertising industry.  It started out life as an ad network, I was hired to unbundle the technology that drove the network and sell it to publishers who […]

Podcast Blurbs [Self-driving cars, CIT and JBG Smith, Absurdity]

EconTalk: Library of Economics and Liberty (8/28/17; Benedict Evans on the Future of Cars) Benedict Evans: (electric cars) “An electric car doesn’t so much get rid of the gas tank as rip out the spine of the car.  It’s not that you get rid of the gas tank and replace it with batteries, you get […]