Great Chat

Aubrie Pagano, GP at Alpaca VC, joins the chat! We talk about why no one is talking about what happens after AGI, and then dive into Aubrie’s mind-bending effort to tackle the subject with The Aquarius Economy: part white paper, part science fiction, part investing thesis. We also compare our Granola Crunched results (we *are* amazing at zooms, ty), contemplate why no one seems excited about Netflix’s bid to buy Warner Bros, and discuss some shocking new stats from the NYT about the sex lives of young people. Mercury is back as the headline sponsor for season three! Mercury is a financial technology company, not a bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. This podcast is edited by Eric Johnson from ⁠LightningPod.

Inspired by Sam Altman’s “code red” for ChatGPT in the wake of the Gemini 3 launch and the rumored beef between the Kalshi and Polymarket founders, we talk about legendary tech rivalries. Uber versus Lyft, Rippling versus Deel, Jobs versus Gates, and much much more. What are the different flavors, and do they make you better, or is the drama a distraction? Also: the tech industry’s response to the New York Times piece on David Sacks. Mercury is back as the headline sponsor for season three! Mercury is a financial technology company, not a bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. This podcast is edited by Eric Johnson from ⁠LightningPod.

Our obligatory Thanksgiving episode, with a twist. We're sharing what we're grateful for now - even if it felt devastating at the time. The setbacks, the lucky breaks, the uncomfortable truths. Plus Nano Banana, Ryan Lizza Substack part 3, Rippling v Deel part 17, and more. Happy Thanksgiving - we're grateful for our listeners! Mercury is back as the headline sponsor for season three! Mercury is a financial technology company, not a bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. This podcast is edited by Eric Johnson from ⁠LightningPod.fm⁠.

This week, we get real about the benefits and tradeoffs of making the transition from a traditional full-time role in tech to taking a portfolio approach to your career. And it’s not just about income—you’ll have to rethink identity, purpose, time management, and more. Should you do it, and when? On a lighter note: we thank Bill Ackman for single handedly reviving the institutions of dating and marriage with four little words: “May I meet you?” Mercury is back as the headline sponsor for season three! Mercury is a financial technology company, not a bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. This podcast is edited by Eric Johnson from ⁠⁠⁠⁠LightningPod.fm⁠⁠⁠⁠.

This week, we dare to ask the question: Are there limits to founder mode when it comes to your online persona? And when does building in public hurt more than it helps? We also unpack the latest tech Twitter drama—the monagamish guy, Marc Andreessen versus the pope—for anyone who isn’t terminally online (lucky you). Lastly: Happy 70th birthday, Kris Jenner! Mercury is back as the headline sponsor for season three! Mercury is a financial technology company, not a bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. This podcast is edited by Eric Johnson from ⁠⁠⁠LightningPod.fm⁠⁠⁠.