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How Hims & Hers Reached a $4.3BN Market Cap on $2.3BN of Revenue | Andrew Dudum
1:03:41
20VC with Harry Stebbings 20VC with Harry Stebbings

How Hims & Hers Reached a $4.3BN Market Cap on $2.3BN of Revenue | Andrew Dudum

Hims & Hers CEO Andrew Dudum defends going public after just 36 months, explaining how quarterly accountability drives performance, why he hires for grit over credentials, and how the $4.3B company operates as a venture incubator managing diverse healthcare bets rather than a single-category weight-loss business.

3 months ago · 9 points
What’s Actually Happening To Bitcoin & The Economy Right Now
45:08
The Pomp Podcast The Pomp Podcast

What’s Actually Happening To Bitcoin & The Economy Right Now

Jordy Visser argues that despite investor confusion over mixed economic signals, the market is correctly pricing a structural shift driven by AI disruption and persistently higher oil prices. With the Fed unable to fight inflation aggressively due to a weak labor market and housing sector, investors should focus on long scarcity trades like Bitcoin and hardware while avoiding software and abundance plays.

3 months ago · 10 points
Oil Price Shock To Cause A Recession This Year? | Lance Roberts
Adam Taggart | Thoughtful Money Adam Taggart | Thoughtful Money

Oil Price Shock To Cause A Recession This Year? | Lance Roberts

Portfolio manager Lance Roberts warns that while markets have begun repricing valuations for oil shock risks, a sustained 3-5 month period of elevated prices would likely trigger recessionary conditions and significant downward earnings revisions, particularly impacting internationally exposed assets more than the energy-independent US economy.

3 months ago · 9 points
SpaceX IPO, Iran War Fallout, Quantum Bitcoin Hack, The Space Opportunity
1:20:32
All-In Podcast All-In Podcast

SpaceX IPO, Iran War Fallout, Quantum Bitcoin Hack, The Space Opportunity

SpaceX has confidentially filed for a $1.75 trillion IPO that includes its recent $250 billion acquisition of X.AI, with Chamath Palihapitiya predicting a 99.999% probability of merging with Tesla to create a $3.1 trillion conglomerate; David Friedberg outlines how this infrastructure enables lunar industrialization using robotics and mass drivers to manufacture goods and ship them back to Earth at near-zero cost.

3 months ago · 10 points
Tinder’s CMO Talks Dating App Burnout And How AI Is Changing How We Meet
42:39
Forbes Forbes

Tinder’s CMO Talks Dating App Burnout And How AI Is Changing How We Meet

Tinder CMO Melissa Hobley discusses how the company is addressing unprecedented dating app burnout—reported by 78% of users—through a strategic pivot combining AI-powered product features, IRL community events, and cultural messaging that embraces the inherent difficulty of dating while reducing user pressure.

3 months ago · 9 points
The State of Open Source AI | NVIDIA GTC
36:11
NVIDIA AI Podcast NVIDIA AI Podcast

The State of Open Source AI | NVIDIA GTC

Leading researchers and executives discuss how open source AI has evolved from a values-based movement into a viable commercial ecosystem, with companies like NVIDIA, Databricks, and Hugging Face demonstrating that open-weight models and transparent research can drive both industry innovation and sustainable business models through cloud services and foundation model programs.

3 months ago · 10 points