Youngme, Felix and Mihir discuss whether Hertz can make a comeback, why everyone seems to be wearing Crocs, and whether generational stereotypes are accurate or helpful.
Youngme, Felix and Mihir discuss Intel’s attempts to stage a turnaround in the all-important chip industry; plus Zillow, utopian cities, and more.
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 the long-term sustainability of Netflix’s content strategy; plus content trends in streaming.
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 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.