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Published: Jan. 26, 2024, 6:03 p.m.

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From Netflix to the NFL, the incumbents are having quite a moment. Plus, crypto's new energy and the gang's fiercely different views on.... peptides.

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Show Notes

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00:00 Introduction and Silicon Valley banter

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01:03 Discussion about football and personal influences

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03:15 Challenges in the news and startup landscape

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06:50 Struggles of fintech companies like Brex

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08:11 Success of Netflix and the streaming wars

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09:11 Difficulties of platformization in fintech

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15:22 Investing in fintech and the challenges of valuation

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20:31 Future of Stripe and the fintech industry

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24:39 Network effect and competition in the payments industry

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27:22 Need for a unique business model to compete with incumbents

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28:20 Impact of crypto on transaction costs

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28:41 Promise of Crypto

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30:21 Rise of Stablecoins

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32:41 Future of Payments

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37:31 Success of Netflix

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46:27 Re-Bundling of Streaming Services

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49:16 Power of Big Players

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53:21 Future of Media

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53:54 Impact of Apple TV

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54:26 Oscar Nominations and Movie Lengths

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55:29 The Influence of TikTok

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57:32 Future of Robotics in Beauty and Wellness

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58:51 Wellness Gadgets and Peptides

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01:00:41 Introducing Paul and His Gaming Startup

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01:02:19 Closing Remarks

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