This week hosts Ryan Henderson and Brett Schafer dive right into the “Race to Zero” (5:00). They also discuss PayPal’s decision to pull out from Facebook’s Libra group (2:00). The current state of FinTwit appears to be divided between “visionary vs financials” (12:00). Brett got the opportunity to interview Austin Lieberman and discuss his investment philosophy and returns (17:00). Austin documents his returns via https://austin.substack.com/ and has some insightful analysis of the companies he owns. He recently started a position in DataDog and mentioned that he was able to get most of his info from this article, https://medium.com/public-comps/datadog-s-1-teardown-35934690e76f.  After the interview, Brett and Ryan both have their Hot Water (65:00) for the week. As always they have a FMK (68:00) and an Anecdotal Evidence (70:00). They finish things off with their Succession Episode 9 Recap (75:00).