Group Chat

Today, Drama, Dee, and Anand discuss the recent controversy surrounding Dylan Mulvaney and its impact on Anheuser-Busch, which has lost over $5 billion in value. They also delve into the arrest of a tech worker in connection to the killing of Cash App founder in San Francisco. The team analyzes the implications of these events on the tech and beverage industries, as well as the broader societal issues they raise. Tune in to hear their insights and this week’s Winners, Losers, and Content!

- written by ChatGPT

Timeline of What Was Discussed:

• If you’re a heritage brand, don’t detract from your CORE customer. (1:03) 

• Liquid staking derivatives. (13:45) 

• The sad twist on the Cash App founder’s tragic death. (15:13) 

• Does the internet become a place you don’t trust anything? (35:40) 

• Winners, Losers, and Content. (44:58) 

Related Links/Products Mentioned 

• Kid Rock BLASTS Bud Light... Literally - YouTube 

• Arrest in S.F. killing of Cash App founder; suspect reported to be tech worker who knew him 

• AI clones teen girl's voice in $1M kidnapping scam - New York Post 

• Dan Snyder Agrees to Sell Washington Commanders for $6 Billion 

• GRAPHIC: LMPD releases bodycam footage of downtown Louisville shooting 

• Air Guardsman Arrested in Connection With Leaked Documents 

• ALL ACCESS: Gervonta Davis vs. Ryan Garcia | Ep 1 | Full Episode | #davisgarcia 

• Jake Paul, Nate Diaz announce August boxing match 
  

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In this episode, Dee and Anand delve into a range of topics from the finance and technology worlds. They start by examining the recent surge in the stock price of WeightWatchers' parent company following a bullish forecast by Goldman Sachs. They then move on to discuss the future of Bitcoin, with insights from chart analysts. The conversation then turns to WhatsApp's new feature allowing users in Brazil to pay merchants through the app. Dee and Anand also touch on the rapid growth of TikTok's sister app, Lemon8, in the U.S. Finally, they explore the potential implications of the Biden Administration's proposed regulations for AI tools like ChatGPT and the pricing strategy of YouTube's NFL Sunday Ticket.

- written by ChatGPT

Timeline of What Was Discussed:

• Bud Light’s marketing strategy is in question. (1:20) 

• Which cities are affected the most by this crime wave? (8:07) 

• Can there be an American brand that’s for everyone? (16:52) 

• SPOILER ALERT for fans of Succession. (19:14) 

• WeightWatcher’s BAG. (24:22) 

• Crypto’s ripping! (26:00) 

• Bytedance’s big FU to American tech. (29:33) 

• The incompetence of the Government is on an epic scale. (34:14) 

• Will the streaming of sports be a complete disaster? (39:20) 

Related Links/Products Mentioned 

• Chatty Kathy Club 

• Bud Light boycott 'has legs' as sales outlook thrown into doubt 

• Whole Foods to close SF flagship store a year after opening 

• Walmart plan to shut 4 stores by Sunday leaves customers perplexed: ‘You came in and filled a void — now you’re taking it away’ 

• WeightWatchers' parent rockets higher by 25% after Goldman says the stock will more than triple 

• Where bitcoin goes next after hitting $30,000, according to chart analysts 

• TikTok sister app Lemon8 surges in U.S. 

• Biden Administration Weighs Possible Rules for AI Tools Like ChatGPT 

• YouTube Sets Pricing For NFL Sunday Ticket, With Initial Discount Offer 

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Tonight, Drama and Anand discuss a variety of current events. They question the likelihood of a commercial real estate crash, despite concerns. The hosts also delve into Tesla's latest move, as they plan to build a Megapack factory in Shanghai. Additionally, Drama and Anand react to the record-breaking opening weekend for 'The Super Mario Bros. Movie' in 2023, and whether hotels charging over $500 per night is excessive. Lastly, the hosts analyze the new details surrounding an intelligence leak that circulated for weeks before raising the alarm and reflect on Donald Trump's surprise appearance at UFC 287 with Mike Tyson and Kid Rock.

- written by ChatGPT

Timeline of What Was Discussed:

• Javier is the new David Goggins. (0:58) 

• Thoughts on The Masters. (7:02) 

• The Pfaff’s in LA. (12:05) 

• Shout out to the Kathys. (13:50) 

• Commercial real estate is a disaster. (16:15) 

• Is Elon all about free speech? (21:57) 

• Anand is the greatest A.I. investor of all time! (34:25) 

• The movies are back! (39:05) 

• How much are you willing to pay for a hotel room? (41:15) 

• Recapping UFC 287. (43:40) 

Related Links/Products Mentioned 

• Watch Full Swing | Netflix Official Site 

• The coming commercial real estate crash that may never happen 

• BREAKING: @Tesla will build a Megapack factory in Shanghai, Chinese state media outlet Xinhua reported on Sunday. - Sawyer Merritt on Twitter 

• EvenUp 

• ‘The Super Mario Bros. Movie’ Has Biggest Opening Weekend of 2023 

• Hotel Rooms Over $500 a Night Are Too Much Even for Rich Travelers 

• Trump greeted with prolonged applause when he made a surprise appearance at UFC 287 with Mike Tyson and Kid Rock 

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Today, Dee and Anand discuss a variety of topics, starting with the concerning layoffs showing up in the jobs data, as highlighted by Nick Gerli on Twitter. They also cover the recent protest at BlackRock's Paris office, where protesters stormed the building holding red flares and firing smoke bombs. Moving on, they dive into the world's busiest airports, with Atlanta topping the list. Additionally, they touch on the unexpected millions being made by a firm due to the surge in national park visits. Finally, they discuss the calls for stronger ethics rules for Supreme Court Justice Clarence Thomas's vacations and the curious low food prices at the Master's golf tournament. Stay tuned for this week's Winners, Losers, and Content!

- written by ChatGPT

Timeline of What Was Discussed:

• Things have turned dark quickly with the latest job data. (1:54) 

• Paris is LITERALLY burning! (11:15) 

• The busiest airports in the world. (18:14) 

• The greater appreciation for the outdoors. (22:45) 

• What’s going on with Clarence Thomas? (26:44) 

• Why is food so cheap at golf tournaments? (35:10) 

• Winners, Losers, and Content. (38:40) 

Related Links/Products Mentioned 

• Uh-oh. Layoffs are starting to show up in the jobs data. - Nick Gerli on Twitter 

• Protesters storm BlackRock's Paris office holding red flares and firing smoke bombs 

• The World’s Busiest Airports: Atlanta Tops the List 

• National Park Visits Are Surging, and One Firm Is Making Unexpected Millions 

• Clarence Thomas’s Vacations Prompt Calls for Stronger Ethics Rules for Supreme Court 

• $1.50 for a sandwich at the Masters? Why food prices at the golf tournament are so low. 

• Air (2023) - IMDb 

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Today, Drama, Dee, and Anand discuss a variety of news stories from the past week, including the record-breaking viewership of the NCAA Women's National Championship and Angel Reese's rejection of First Lady Jill Biden's apology. They also dive into Disney CEO Bob Iger's criticism of Gov. Ron DeSantis, Trump's indictment and its impact on the US, and the tragic death of Cash App Founder Bob Lee. The hosts also explore the drop in apartment-building sales, the surge in corporate bankruptcy filings, and the latest JOLTs report. They wrap up the episode with a discussion of an oil price warning for Democrats and the controversial funding of China's answer to OpenAI by Sequoia and other U.S.-backed VCs.

- written by ChatGPT

Timeline of What Was Discussed:

• The Pfaff shortlist. (1:02) 

• A promo for Mexico City. (3:28) 

• Columbus, OH is HOT! (8:57) 

• “No issue, unless there is an issue.” (12:03) 

• Sports franchises are UNTOUCHABLE. (13:40) 

• Women’s hoops are relevant again. (18:08) 

• Bob Iger vs. Ron DeSantis. (29:10) 

• We are over Trump. (33:00) 

• A tragic new reality. (35:23) 

• The rent crisis. (42:36) 

• No more jobs. (48:08) 

• The geopolitical chess game. (51:02) 

• Will A.I. be the death of us? (55:21) 

Related Links/Products Mentioned 

• Everything we do (and don't) know about the UFC-WWE merger 

• The NCAA Women's National Championship's 9.9 million viewers are more than: 

• Angel Reese rejects First Lady Jill Biden’s apology: ‘We’ll go to the Obamas’ 

• Disney CEO Bob Iger Calls “Retaliation” By Gov. Ron DeSantis “Not Only Anti-Business But Anti-Florida” 

• Trump indictment: US going to hell, says ex-president 

• Cash App Founder Bob Lee Fatally Stabbed in San Francisco 

• Apartment-Building Sales Drop 74%, the Most in 14 Years 

• Corporate bankruptcy filings in the first 2 months of 2023 hit a 12 year high. 

• Jobs Openings Labor Turnover (JOLTs) report 

• The New Rules of Layoffs 

• An Oil Price Warning for Democrats 

• Lionel Messi Receives Monstrous $440 Million Offer From Saudi Arabia 

• Sequoia and Other U.S.-Backed VCs Are Funding China’s Answer to OpenAI 

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Today, Dee and Anand speak to Che Durena about his comedy career. Che shares some insights into the challenges of being a comedian and how he got his start in the industry. He also talks about some of his favorite experiences and how he approaches crafting his material.

Afterward, Dee and Drama discuss the latest news in tech and real estate. Elon Musk and other tech leaders are calling for a pause on the 'dangerous race' to make AI as advanced as humans. Meanwhile, apartment builders are going crazy right now, according to Nick Gerli on Twitter.

In the business world, Restoration Hardware's earnings and outlook were abysmal, as reported by Special Situations Research Newsletter (Jay) on Twitter. UBS analysts also suggest that Buy with Prime is worse for Shopify than expected, according to Business Insider.

All in all, it's been a busy week with lots of interesting topics to discuss. Stay tuned for more insightful conversations, and this week's Winners, Losers, and Content!

- written by ChatGPT

Timeline of What Was Discussed:

• A Group Chat exclusive interview with comedian Che Durena. (2:11) 

• Ad Break: The Car Trackers. (34:10) 

• Elon is ringing the A.I. alarm. (36:25) 

• Real estate is in a really interesting spot. (49:11) 

• Has luxury gone soft? (53:44) 

• Amazon is putting pressure on Shopify. (56:07) 

• Winners, Losers, and Content. (1:00:42) 

• Group Chat Shout Outs. (1:14:03) 

Related Links/Products Mentioned 

• Premium & Mobile Car Buying Service | The Car Trackers 

• Car Trackers (@thecartrackers) • Instagram 

• Exotic Car Lease - Supercar & Luxury Car Leasing - Below Invoice 

• Below Invoice (@belowinvoice) • Instagram 

• Elon Musk and other tech leaders call for pause on 'dangerous race' to make A.I. as advanced as humans 

• Apartment builders are going crazy right now. - Nick Gerli on Twitter 

• Restoration Hardware $RH earnings and outlook were abysmal - Special Situations  Research Newsletter (Jay) on Twitter 

• UBS analysts: Buy with Prime is worse for Shopify than expected — Business Insider 

• Disney blocks Ron DeSantis' Florida power play with a royal family clause 

• On 'Ivy Day,' college hopefuls hear from Harvard, Princeton — but here's the school more students want to attend 

Connect with Che! 

• TikTok: @chedurena 

• IG: @chedurena 

• Website 

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Today, Dee and Anand discuss a range of trending topics. They start with the recent shooting at a Christian school and how the transgender shooter sent messages to her friend on Instagram minutes before the incident. They then move on to the real estate market, which is seeing falling prices in the west and rising prices in the east. In tech news, they talk about Apple's latest offering, 'Apple Pay Later,' allowing users to split purchases into four payments with no interest or fees. Additionally, Amazon sellers are using ChatGPT to write product listings. Finally, Dee and Anand speak to George Mikaia, the founder of Crosty Shoes, and offer listeners an exclusive discount code.

• written by ChatGPT

Timeline of What Was Discussed:

• The tragedy is Nashville. (1:23) 

• The San Francisco real estate crisis. (12:42) 

• Big tech is always watching and waiting. (22:24) 

• Everything is fake now. (27:34) 

• The viral mansion from the premiere of season 4 of Succession. (36:22) 

• Wedding season is upon us. (38:58) 

• Potential bad news from Adnan. (43:00) 

• A Group Chat exclusive interview with George Mikaia, the founder of Crosty Shoes. (44:19) 

Related Links/Products Mentioned 

• The Transgender shooter sent messages to her friend on Instagram minutes before the shooting at the Christian school. - Mario Nawfal on Twitter 

• Real estate prices are falling in the west and rising in the east - Andrew Lokenauth on Twitter 

• Disney cuts metaverse division under Iger's restructuring 

• ESPN layoffs are coming — and nearly everyone is vulnerable 

• JUST IN: Apple introduces 'Apple Pay Later' allowing users to split purchases into four payments over time with zero interest and no fees. 

• Amazon sellers are using ChatGPT to help write product listings in sprawling marketplace 

• We Spoke To The Guy Who Created The Viral AI Image Of The Pope That Fooled The World 

• Meet the real-life billionaire owner of the Succession season 4 mansion 

• Americans can expect to spend over $600 to attend a wedding in 2023 

• Court Reinstates Adnan Syed’s Murder Conviction in ‘Serial’ Case and Orders New Hearing 

• Visit Crosty for the exclusive offer for Group Chat listeners! **Promo code GROUPCHAT at checkout for 20% off** 

Connect with George! 

• IG: @g_mikaia 

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Today, Dee and Anand discuss Javier's Kathy encounter, commercial property debt's steady increase, TikTok, Crypto, and so much more. Tune in!

- written by Bard

Timeline of What Was Discussed:

• I love Group Chat! (0:57) 

• People are getting off on ‘fear porn’. How regional banks are under an existential crisis. (3:25) 

• We have 400 idiots who work for us. (22:07) 

• There are a lot of BIG crypto people that are being protected. (26:16) 

• The Federal Government does NOT play ball with businesses. (29:52) 

• Will TikTok be banned in the US? (34:12) 

• Is Cash App a big fraud? (41:58) 

• Winners, Losers, and Content. (49:30) 

• Group Chat Shout Outs! (58:45) 

Related Links/Products Mentioned 

• Commercial Property Debt Creates More Bank Worries 

• Accenture slashes 19,000 jobs worldwide 

• Do Kwon, the founder of failed crypto company Terraform Labs, Was arrested  

• Brian Armstrong Twitter Thread 

• TikTok Fight Rocks U.S.-China Relations 

• Block shares plunge 15% after short seller Hindenburg says Jack Dorsey’s company facilitates fraud 

• Off-White Fuels Farfetch’s Brand Platform 

• Reese Witherspoon, Husband Jim Toth Announce Divorce 

• Matt Damon and Ben Affleck on Four Decades of Friendship and Movies 

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Today, Dee, Anand, and Alex discuss a range of current events. First, they delve into the Federal Reserve's plan to hike rates by a quarter point and how it can ensure it can contain a potential banking crisis. They also talk about the record-breaking $5.4 trillion in assets pouring into money-market funds, Google's new Bard A.I. testing program in the US and UK, and the massive strike that shut down the LAUSD, leaving 420,000 students out of school. Tune in for insightful commentary on these trending topics.

- written by ChatGPT

Timeline of What Was Discussed:

• Building products that connect with people, the power of community, and a journey through design. An interview with Alex Valdman. (2:14) 

• The pressure is on the Fed. (29:25) 

• Where were you when everything peaked? (35:19) 

• Ad Break: The Car Trackers. (38:10) 

• The Stock Market is a casino. (39:40) 

• Will A.I. replace everything? (49:35) 

• Google is late to the race. (56:53) 

• Dee is ‘long’ plumbers. (1:00:00) 

• Public education is in real crosshairs. (1:06:05) 

Related Links/Products Mentioned 

• The Fed is likely to hike rates by a quarter point but it must also reassure it can contain a banking crisis 

• Premium & Mobile Car Buying Service | The Car Trackers 

• Money-market funds swell to record $5.4 trillion as assets pour in at fastest pace since pandemic after SVB collapse — MarketWatch 

• Google opens Bard A.I. for testing by users in U.S. and UK — CNBC 

• Massive strike shuts down LAUSD, leaving 420,000 students out of school — Los Angeles Times 

Connect with Alex! 

• IG: @alexvaldman 

• Website 

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Tonight, Drama, Dee, and Anand discuss a range of hot-button issues, including the ongoing global banking crisis and Balaji Srinivasan's controversial stance on hyperinflation and bitcoin. They also dive into the recent Twitter spat between Srinivasan and Nassim Nicholas Taleb, where Taleb called out Srinivasan's bad-faith arguments. On a different note, they talk about Warren Buffett's involvement with the Biden team regarding the banking crisis, as well as Trump's claims that he may be arrested soon, which has caught the attention of New York law enforcement. Tune in for a lively discussion on the latest developments in the finance and politics world.

- written by ChatGPT

Timeline of What Was Discussed:

• A 'Chatty Kathy' has infiltrated the studio! (2:56) 

• The boys ate miles! (18:49) 

• Are we on the brink of financial collapse?! (21:05) 

• How Balaji Srinivasan screwed Anand. (27:15) 

• Everyone is NOW a financial expert. (36:53) 

• Will Donald Trump be arrested? (47:37) 

• What will this week bring? (52:37) 

Related Links/Products Mentioned 

• Elijah Levée (@trainwitheli) • Instagram 

• Chatty Kathy Club

• Several major banks announce coordinated action to increase US dollar liquidity provision in the global market through swap lines - Watcher.Guru on Twitter 

• UBS Agrees to Buy Credit Suisse for More Than $3 Billion 

• Adam Levinson’s Graticule Macro Hedge Fund ($4.5bn at peak) collapsed today after “wiping out years of gains”. - Wasteland Capital on Twitter 

• Balaji Srinivasan Says Hyperinflation Happening Now, and Makes Million-Dollar Bets on #Bitcoin - Mr. Whale on Twitter 

• Balaji is not just stupid but fundamentally in bad faith - Nassim Nicholas Taleb on Twitter 

• Goldman Sachs: 4 Cities That Will Have Big Home Price Declines — Business Insider 

• Warren Buffett in Contact With Biden Team on Banking Crisis 

• Trump says he expects to be arrested Tuesday as New York law enforcement prepares for possible indictment | CNN Politics 

• US releases video of Black Sea drone incident with Russian jet

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