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Today, Dee and Anand discuss Tom Cruise's box office record, inflation's global effect, home real estate's continued growth, Taco Bell's Mexican Pizza, and much more!

Timeline of What Was Discussed:

• Top Gun is America’s Hope! (0:58) 
• Taco Bell are the masters at marketing. (13:16) 
• It’s IMPOSSIBLE to model demand. (15:36) 
• Salesforce is weathering the storm. (26:39) 
• Why it’s hard to scale consumer-facing brands. (28:25) 
• Politicians need to be much more than ‘laser-focused’ on inflation. (36:15) 
• Something has to give with the Great Resignation. (44:02) 
• Is Kanye West the hottest agent in the game?! (51:04) 

Related Links/Products Mentioned 

• 'Top Gun: Maverick' beats out third installment of 'Pirates of the Caribbean' in record box office numbers 
• Taco Bell locations are running out of Mexican Pizza less than two weeks after its return 
• 25% of Americans are delaying retirement due to inflation, survey finds 
• Salesforce Stock Leaps After Q1 Earnings Beat, Profit Forecast Boost 
• Biden congratulates Powell, promises Fed 'laser focus' on inflation 
• Meet the typical Gen Z worker, who is quitting their job for a better one but probably regretting it later 
• Rams star Aaron Donald signs with Kanye West's Donda Sports amid ongoing contract dispute, retirement rumors 

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Tonight, Dee and special guest, Benjy Smith, discuss F1's Monaco Grand Prix, China's reopening, Luna's collapse, Gap's gap on their earnings forecast, the Hampton's market cooldown, and BeReal's newfound popularity.

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Today we're joined by Ian Rogers of Ledger and DJ Skee. Together with Dee and Anand, they have an incredible conversation about VeeCon, crypto, and the metaverse. Drama and Anand cover today's top stories from the tragedy in Uvalde to Adam Neumann’s new gig.

Timeline of What Was Discussed:

• It’s been a somber week. Anand and Drama talk about the tragedy in Uvalde, TX. (1:31) 
• An interview with Ian Rogers from Ledger, and DJ Skee. They discuss VeeCon, the state of crypto and NFTs, and the metaverse. (16:17) 
• BIG names leaving their board seats. (51:52) 
• Adam Neumann still hasn’t learned his lesson. (57:15) 

Related Links/Products Mentioned 

• Parents Express Anger at Police Response to Uvalde School Massacre 
• Someone Stole Seth Green's Bored Ape, Which Was Supposed To Star In His New Show 
• Jack Dorsey exits Twitter's board of directors 
• Peter Thiel is stepping down from Meta's board 
• WeWork co-founder Adam Neumann’s new crypto project sounds like a scam within a scam 

Connect with Ian and DJ Skee 

• DJ Skee (@djskee) 
• Ledger (@ledger) 

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This episode was taped on Tuesday afternoon before news broke out about the horrific events in Uvalde, Texas. Today, Dee and Anand discuss Even Spiegel's market effects, one company's layoffs, China's lockdowns, Elon Musk's SA allegations, the US's pay disparities, Nike's Travis Scott partnership, and Group Chat's IP theft.

Timeline of What Was Discussed:

• It is VERY clear that ANY consumer-facing business is STRUGGLING! (1:59) 
• China vs the world! (12:24) 
• Monkeypox is here! (18:28) 
• Fintech is going through some tough times. (20:42) 
• If you don’t have the IP, China is NOT the place for you. (23:40) 
• Elon Musk is the MOST polarizing character in America. (27:38) 
• How do we fix the gender pay gap? (36:03) 
• Travis Scott is BACK! (42:57) 
• Postscript, where’s our check?! (47:53) 

Related Links/Products Mentioned 

• Snap plunges 30% after CEO warns company will miss revenue and earnings estimates, slow hiring 
• Abercrombie & Fitch shares fall 30% after retailer posts loss, offers weak outlook 
• Monkeypox can be contained as more countries rolling out vaccinations, says WHO official 
• Klarna to lay off 10% of its workforce as souring economy hits buy now, pay later space 
• Airbnb is closing its domestic business in China, sources say 
• SpaceX president defends Elon Musk over sexual misconduct claims: 'I believe the allegations to be false' 
• Women are still paid 83 cents for every dollar men earn. Here’s why 
• Over 1 Million Entries Reportedly Submitted For Travis Scott x Nike Air Trainer 1 Drop — Complex 
• Group Chat - the world's first SMS ECOMMFERENCE 

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Tonight, Drama and Dee discuss Instagram verification in new age dating, this week's markets outlook, Ethereum cofounder's downgrade to a millionaire, Amazon's real estate dump, billionaire's taxes, and Pete Davidson's SNL exit.

Timeline of What Was Discussed:

• (1:41) Drama’s “twilight special.” 
• (5:31) Treat yourself to 50K. 
• (13:00) What was the vetting process pre-social media? 
• (14:28) What will be the catalyst that will get people excited about re-investing their money? 
• (23:33) Misery loves company. 
• (30:38) Ad Break: Credit 101. 
• (36:46) Why so miserable, ‘Crypto king’. 
• (38:50) The potential scary fallout from Amazon’s retail dump. 
• (44:55) Is taxing billionaires the right move? 
• (1:04:44) Group Chat’s hot take on Pete Davidson’s exit from SNL. 
• (1:09:11) Group Chat Shout Outs. 

Related Links/Products Mentioned 

• Stocks head for another potentially treacherous week, as a slew of retailers report earnings 
• Visit Credit 101 for an exclusive offer for Group Chat Listeners! 
• Ethereum cofounder Buterin says he's no longer a billionaire — Business Insider 
• Amazon Seeks To Offload Up To 10 Million Square Feet Of Warehouse Space 
• Pete Davidson Shares Heartfelt Message Ahead of 'Saturday Night Live' Exit (UPDATE) — Complex 

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Today, Dee and Anand are joined by Dulma Altan of Makelane.

Dulma Altan is the founder of Makelane, a private community of 1700 female DTC/eCommerce founders, as well as a TikTok creator who analyzes DTC, eCommerce, and VC on her channel at @iamdulma to 50K+ followers. Since starting to post on TikTok last September she has been profiled as an emerging thought leader in publications like Morning Brew and Glossy while Makelane has been featured in The New York Times and Business Insider for its work helping women-led brands access the resources they need to launch & scale. Previously Dulma founded Potion, the world's first clean fragrance retailer, and before that worked at Google and Red Antler helping startups with advertising & branding.

After the interview, Drama and the boys cover the market's latest, Tesla's boot from the S&P, one investor's short on Apple, and Winners, Losers, and Content.

Timeline of What Was Discussed:

• An exclusive interview with Dulma Altan, founder of Makelane. They discuss the current headwinds in the direct-to-consumer (DTC) business, how your favorite beauty brand may be shutting down, why her brand stands out, and much more! (1:32) 
• A Group Chat quick market recap. (25:18) 
• Some views on short-sellers. (36:32) 
• Ad Break: Liquid I.V. (42:00) 
• Elon vs the world. (45:07) 
• Why Americans are pessimistic about economic opportunity. (55:36) 
• Winners, Losers, and Content Recommendations. (1:04:52) 
• Group Chat Shout Outs. (1:18:32) 

Related Links/Products Mentioned 

• This TikToker is delving into what makes DTC CPG businesses tick 
• Klara valuation 
• Bombshell 13F Filing: Michael Burry Is Short Apple Stock (NASDAQ:AAPL) 
• Visit Liquid I.V. for an exclusive offer for Mind Pump listeners! **Promo code GROUPCHAT at checkout** 
• Why Tesla was kicked out of the S&P 500's ESG index 
• For many Americans, economic opportunity seems increasingly out of reach 
• 'Pharma Bro' Martin Shkreli has been released from prison 
• Fyre Festival Swindler Billy McFarland Receives Early Release from Prison 
• George W Bush's speech gaffe over 'Iraq invasion' 
• Elon Musk calls out Twitter employee caught in Project Veritas video mocking his Asperger's (msn.com) 
• All-In Podcast with Elon Musk 

Connect with Dulma! 

• TikTok: @iamdulma 
• Makelane 

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Today, Dee and Anand discuss Elon's All-In Pod appearance, Madison Avenue’s Adverts event, Netflix's layoffs, Walmart's dip, Home Depot's success, Evan Spiegel & Miranda Kerr's massive donation, Travis Scott's BMA appearance, and much more.

Timeline of What Was Discussed:

• Dee and Anand break down the highlights from the All-In podcast with Elon Musk. (2:30) 
• Upfronts are BACK! (21:47) 
• Netflix is making some cuts. (29:31) 
• It looks like inflation has hit the largest retailer in the world! (33:07) 
• You’re afraid of working, America. (37:43) 
• Home Depot knocked their earnings out of the park! (40:20) 
• Evan Spiegel does a great deed, and being the product of public vs private schools. (43:47) 
• Travis Scott makes his first public opinion since the Astroworld tragedy. (53:00) 
• Group Chat Shout Outs. (55:46) 

Related Links/Products Mentioned 

• All-In Podcast E69: Elon Musk on Twitter's bot problem, SpaceX's grand plan, Tesla stories, Giga Texas & more 
• Elon Musk Says Twitter Deal Can’t Move Forward Without Clarity on Fake Accounts 
• Madison Avenue’s Biggest Event Returns, to a Whole New World 
• Netflix lays off 150 employees as the streaming service contends with big subscriber losses 
• Walmart shares fall as higher costs, supply chain problems and inventories eat into profits 
• Home Depot raises full-year outlook as shoppers trade up to premium products and fuel record Q1 sales 
• Snapchat co-founder pays off college debt of new graduates at L.A. art and design school 
• Travis Scott Makes First Televised Performance Since Astroworld Tragedy at 2022 Billboard Music Awards 

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Tonight, Drama and Dee discuss Kendrick Lamar's new album, the US Economy's health, Jeff Bezos' comments on POTUS, Elon's pause on buying Twitter, Walmart's new offer, Beverly Hills' crime uptick, and much more.

Timeline of What Was Discussed:

• Dee and Drama’s first impressions of Kendrick Lamar’s new album. (5:02) 
• Shout out to John Terzian! (11:46) 
• Dee’s content of the YEAR! (13:37) 
• Has inflation peaked? (20:21) 
• Jeff Bezos seems to have a lot more opinions these days. (23:13) 
• Why Elon has paused on his Twitter buy. (30:29) 
• Walmart’s interesting wooing tactics. (33:09) 
• You have to play the middle. (39:14) 
• Google is offering a way to remove your personal data from its search results. (44:09) 
• Crate and Barrel you have missed the boat. (47:14) 
• Group Chat LA Crime Watch. (49:26) 
• Group Chat Shout Outs. (52:44) 

Related Links/Products Mentioned 

• Watch Senior Year | Netflix Official Site 
• April's consumer price index report expected to show inflation has already peaked 
• Amazon's Bezos again blasts Biden administration on inflation, says it's most hurtful to the poor 
• Elon Musk wants to know how many fake accounts Twitter has, but experts say his approach is all wrong 
• Walmart woos college grads with $210,000 future as store bosses 
• Netflix tells employees to quit if they’re offended by new culture memo 
• You can now ask Google to remove your personal data from its search results—here's how 
• Crate and Barrel names SVP of the metaverse 
• Suspect arrested for allegedly stabbing victim on Beverly Drive - Beverly Press & Park Labrea News 

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Today, Dee and Anand start by discussing the market's recent downturn and how to turn that red arrow green again. Then the crew covers the weekly dose of Crypto and Stock talk, as well as some big baby formula talk. Finally, they wrap up the episode with Winners, Losers, and Content. 

Timeline of What Was Discussed:

• It is turmoil in the streets! (0:49) 
• The ‘lunatics’ aren’t the only ones that will get hit. (11:15) 
• El Salvador is expected to default as Bitcoin plummets. (19:03) 
• Grow slower and get profitable. (22:00) 
• Why in the hedge industry there is no hedging, just funding. (25:50) 
• Leave Matt Damon alone. (29:35) 
• Netflix, TV with more content. (30:52) 
• The most valuable company is no longer Apple. (32:42) 
• Why we are having the worst baby formula shortage in decades. (34:40) 
• Winners, Losers, and Content Recommendations. (41:00) 

Related Links/Products Mentioned 

• Senate confirms Powell for 2nd term as Fed fights inflation 
• Crash of TerraUSD Shakes Crypto. ‘There Was a Run on the Bank.’ 
• El Salvador expected to default as bitcoin plummets 
• Coupang Announces First Quarter Gross Profit Increase of 42% YoY and Record Revenue of $5.1B 
• Brad Gerstner on Twitter 
• Tiger Global, hit by $17B in hedge fund losses, has nearly depleted its latest VC fund 
• Instacart Prepares for IPO Amid Volatile Markets, Changing Consumers 
• Matt Damon Slammed For Crypto Commercial as Market Tanks 
• Netflix Tells Employees Ads May Come by the End of 2022 
• Apple is no longer the world’s most valuable company 
• Why baby formula is in short supply — and who is most at risk 
• Invest Like the Best with Patrick O'Shaughnessy - Jeff Jordan - Building & Investing in Marketplaces 
• Winning Time: The Rise of the Lakers Dynasty - HBO 

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Today, Dee and Anand are joined by Josh Jenkins-Robbins, CEO of immi.io. Learn more about immi below. After the interview, Dee and Anand discuss the market's brutal beating, Coinbase's revenue miss, Roblox's quarterlies, Peloton's continued demise, and one athlete's rumored commentating deal.

About immi:
immi exists to inspire self-expression through animation. For casual creators and character fanatics who want to experience the fun, joy, and freedom of being anyone they want to be, immi, through empowering self-expression, is the only real-time animation platform making full-body 3D cinema-quality characters and facial tracking technology accessible to anyone, anywhere. Unlike any other real-time animation platform, we believe animation has power, creativity ignites connection, and when we fully express ourselves, we bring more to life. Our team is comprised of tech veterans (from places like Twitter and SNAP) and former entertainment executives who are committed to infusing joy and fun into the world. AMGI Studios, immi's strategic partners, is comprised of the highest caliber animators who have walked the halls of Pixar, Disney, and Dreamworks, and are reshaping the landscape of animated content through powerful storytelling for generations to come. With our cutting-edge technology and creation of extraordinary characters, together we are immi. Where imagination meets animation.

Timeline of What Was Discussed:

• A Group Chat exclusive interview with Josh Jenkins-Robbins, CEO of immi.io. They discuss their business model, moving beyond a profile picture, being the Marvel of the metaverse, and what the future looks like for their company. (1:54) 
• Are we all about to be homeless?! (22:56) 
• Earnings or ‘losings’ reports: Coinbase, Roblox, and Peloton. (32:52) 
• How the sports analyst has become so important. (50:16) 
• Update from the previous pod on hiring freezes. (58:40) 

Related Links/Products Mentioned 

• Plain English with Derek Thompson – Why Are American Teenagers So Sad and Anxious? 
• Biden says inflation is his ‘top priority,’ lashes out at Republican plan 
• David Tepper tells Cramer he’s covered his bet against the Nasdaq 
• Coinbase Q1 Revenue Misses Estimate, Trading Volumes Fall From Previous Quarter 
• Terra LUNA Under $3 as UST Still Unpegged – Is Luna Going to Zero? 
• Roblox quarterly bookings miss estimates 
• Peloton is burning through cash and borrowing from Wall Street to stay afloat 
• John Ourand on Twitter-Tom Brady FOX Sports 
• ‎The Draymond Green Show on Apple Podcasts 
• Layoffs.fyi - Tech Layoff Tracker and Startup Layoff Lists 

Connect with Josh and immi! 

• LinkedIn 
• immi 
• Twitter: @immi_io 
• IG: @immi.io 

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