The Contrarians with Adam and Adir

By Adam Schwab and Adir Shiffman

Get the fearless truth about start-ups and corporate Australia from guys that give you the hard facts, not the company line. Hear Luxury Escapes co-founder Adam Schwab and Catapult Sports Exec Chairma... more

· Business

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How many episodes does The Contrarians with Adam and Adir have?

The podcast currently has 239 episodes available.

Best of The Contrarians with Adam and Adir

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Number 1: OpenAI Burns Billions, Temple & Webster Gets Crushed
Adam and Adir unpack the strange economics of AI, with OpenAI burning billions, Anthropic claiming explosive growth, and investors still trying to work out where the real profits will come from. They also dig into Temple & Webster’s brutal share price collapse, the limits of its retail model, and why even strong operators can struggle inside a brutally hard business. 00:00 - OpenAI, Anthropic and The AI Money Problem 14:39 - Temple & Webster Gets Whacked Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/
August 28, 202640min
Number 2: Housing Crash Gets Real, NVIDIA’s AI Factory Gamble, Canva’s Markdown
Adam and Adir unpack the growing pressure in Australia’s housing market, with falling prices, sticky inflation and the fallout from the federal budget creating a messy economic picture. They also dig into NVIDIA’s latest AI infrastructure financing play, why CUDA may not be as untouchable as it once looked, and whether the AI boom is starting to look more fragile. Plus, Canva’s valuation gets marked down, SaaS multiples come back to earth, and Blackbird raises another billion dollars. 00:00 - Australia's Housing Crash 10:21 - NVIDIA 24:45 - Canva's Valuation Markdown Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/
August 21, 202638min
Number 3: Tech Bros Goes Off, DEF CON Hackers, Waymo vs Zoox, and The LinkedIn Algorithm
Adam and Adir unpack San Francisco’s AI-fuelled tech boom, from Waymo and Zoox to Figma’s aggressive push and Lovable’s wild valuation. Later, Adir explains what DEF CON reveals about modern cybersecurity, before John Stensholt joins to discuss Tech Bros, Atlassian’s founder breakup and the strange billionaire world of Mike Cannon-Brookes and Scott Farquhar. GET YOUR TICKET TO THE CONTRARIANS LIVE! https://events.humanitix.com/the-contrarians-live John Stensholt's book 'Tech Bros' is available now: https://harpercollins.com.au/products/9781460769492 00:00 - San Francisco, Waymo and Zoox 08:00 - Figma, AI and the API Boom 17:15 - Lovable’s $13bn Valuation 21:45 - Contrarians Live Show Announcement 26:30 - LinkedIn’s Algorithm Problem 31:30 - DEF CON, Hackers and Cybersecurity 51:15 - John Stensholt on Tech Bros and Atlassian Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/
August 17, 20261h 27min
Number 4: Xero Gets Whacked, 4DMedical’s Meme Stock Moment, SEN Circles ARN, Uber's Loyalty Lock Up, and Adam’s Safari Business Lessons
Adam and Adir discuss safari business lessons, England vs Argentina, Murderbot Diaries and $0.99 Kindle funnels, Uber One, Lux Plus, Marxism, social democracy, Xero’s CEO share sale, SEN circling ARN, Jackie O, 4DMedical, Pro Medicus comparisons and meme stock valuations. Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/ 00:00 - Adam’s Safari Experience 11:08 - England vs Argentina and Why Playing Defence Kills Winners 15:35 - 99c Kindle Funnel 22:14 - Uber One vs Lux Plus 31:20 - Collective Noun Quiz 36:17 - Marxism & Capitalism 55:10 - Xero’s CEO Share Sale 1:15:38 - SEN & ARN 1:26:04 - 4DMedical
July 20, 20261h 44min
Number 5: Retail Deep Dive: Kogan shows the money and Cettire close to the edge
Australia’s retail stocks are getting smashed, but Adam and Adir think the sell-off could finally be creating opportunities in businesses like JB Hi-Fi, Kogan and Koala. Meanwhile, Cettire has lost 95% of its value in two years and its latest results raise even more questions about how long the luxury retailer can keep going. 00:00 Australian Retail Stocks Are Getting Smashed12:41 Kogan, Temple & Webster and Koala16:40 Cettire’s Collapse & The Art of Contrarian Investing Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/ Try Braze
September 04, 202636min