Peter Thiel isn't trading like a VC anymore—he's trading like a founder with nothing to lose. In this episode, we break down the Peter Thiel portfolio from Q4 2024 to Q3 2025, revealing a strategy defined by ruthless pivots and massive conviction. We track the wild ride from his initial bets on Amazon and Tesla, his sudden rotation into infrastructure plays like Vistra and ASML, and the surprising Q3 reversal where he dumped Nvidia to load up on Apple. Tune in to understand why the "Zero to One" author is suddenly playing the short-term game.

This episode includes AI-generated content.