(0:00) Bestie intros!
(4:55) SpaceX-Cursor deal, compute as leverage
(18:33) SaaS bloodbath, debt bomb incoming, buy the dip?
(46:20) New Apple CEO: John Ternus succeeds Tim Cook, what's next for Apple?
(1:00:32...
Podcast episode
1:30:42
April 24th, 2026