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Last Updated: October 3, 2026
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This episode is brought to you by Sarmaya Partners. Learn more Live-streamed on June 16, 2026. "I only have to be half right for things to work out really badly." Writer of Where's Your 1% of customers hold up everything else.” Author of Where's Your Ed At and host of the Better Offline podcast The vast majority, including the richest of investors do not know what they're investing in. They have no idea.” Writer of Where's ... Nothing is where it needs to be. Absolutely nothing. Nvidia's $200bn in revenue, that's chump change compared to where they ... Big tech is betting tens of billions of dollars on Half of Nvidia's revenue could literally be sitting in warehouses.” Writers of Where's Your If enshitificaiton is what you do when you've grown your market all you can and then you squeeze it, then
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