From Netflix to the NFL, the incumbents are having quite a moment. Plus, crypto's new energy and the gang's fiercely different views on.... peptides.

Show Notes

00:00 Introduction and Silicon Valley banter

01:03 Discussion about football and personal influences

03:15 Challenges in the news and startup landscape

06:50 Struggles of fintech companies like Brex

08:11 Success of Netflix and the streaming wars

09:11 Difficulties of platformization in fintech

15:22 Investing in fintech and the challenges of valuation

20:31 Future of Stripe and the fintech industry

24:39 Network effect and competition in the payments industry

27:22 Need for a unique business model to compete with incumbents

28:20 Impact of crypto on transaction costs

28:41 Promise of Crypto

30:21 Rise of Stablecoins

32:41 Future of Payments

37:31 Success of Netflix

46:27 Re-Bundling of Streaming Services

49:16 Power of Big Players

53:21 Future of Media

53:54 Impact of Apple TV

54:26 Oscar Nominations and Movie Lengths

55:29 The Influence of TikTok

57:32 Future of Robotics in Beauty and Wellness

58:51 Wellness Gadgets and Peptides

01:00:41 Introducing Paul and His Gaming Startup

01:02:19 Closing Remarks