Apple ships hardware while everyone else ships AI press releases. The MOL quad debates whether Apple’s “ignore the hype” strategy wins, why YC is full of “made-to-chart” AI startups, what unique conviction really means for investors, and how meme warfare is becoming the new GTM.

Chapters:

01:02 – “Ozempic iPhone” and why “thin” might be back

10:06 – Market reaction: “Not enough AI,” money flows to Oracle

16:49 – YC protest: is relevance measured by outrage?

25:47 – Creator-led startups as an investing edge

26:49 – Khosla: bargain hunting is a poor AI bet

37:20 – Why money feels unlimited again (FOMO returns)

40:29 – Quiet shakeout: sub-$100M seed funds at risk

42:05 – Crypto policy clarity as 2025 macro driver

50:11 – Meme warfare: the next GTM playbook

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