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E203: OpenAI & Microsoft closer to deal; Wonder is no bueno?; Function Health, wearables + pre-IPO health stocks
E203 • 41 mins • May 13, 2025
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Recent Episodes

May 13, 2025
E203: OpenAI & Microsoft closer to deal; Wonder is no bueno?; Function Health, wearables + pre-IPO health stocks
E203 • 41 mins

May 9, 2025
E202: SpaceX cleared for 25 Starship launches at Starbase; Wonder raises $600M at $7B+ valuation; Function Health seeks $2B valuation after Ezra deal; OpenAI seeks to restructure Microsoft deal; OpenAI appoints Instacart CEO to lead applications division;
E202 • 9 mins

May 6, 2025
E201: eToro IPO is happening!; Starlink winning in Africa, Congo approval; Epic wins vs Apple, Fortnite back on iOS; Nick in Omaha for Warren Buffett
E201 • 53 mins

May 2, 2025
E200: Neuralink raises $500M at $9B valuation; Discord appoints new CEO amid IPO speculation; Last of X debt sold by MStanley; Glean raises at $7B valuation as ARR tops $100M; Anthropic adds Claude features, projects $34.5B revenue by 2027; Epic Games win
E200 • 7 mins

Apr 29, 2025
E199: Revolut is killing it!; Shein + tariff impact; Autonomous driving regulation
E199 • 41 mins

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