Down Round
Elon + Moltbook + Google Genie 3
In this ep, we tackle the big issues you simply won't hear anywhere else: Elon Musk appearing in the latest Epstein files drop Is Moltbook something you should be freaking out about? Or is it just annoying? Google's Genie 3 world model Some general scuttlebutt about chips + a small victory lap from…
58:42
The SpaceX + xAI Merger
Keen-eared listeners may remember when Elon bought his own company X (formerly Twitter) with his OpenAI spite company xAI. Well, he's done it again, folks. This time SpaceX has bought xAI, meaning that SpaceX now owns xAI and X as part of the largest private company on Earth. We discuss. If you …
40:17
The SpaceX + xAI Merger
Keen-eared listeners may remember when Elon bought his own company X (formerly Twitter) with his OpenAI spite company xAI. Well, he's done it again, folks. This time SpaceX has bought xAI, meaning that SpaceX now owns xAI and X as part of the largest private company on Earth. We discuss.
40:17
Clawdbot/Moltbot + Siri Chatbot + OpenAI Devices
What's Clawdbot and why is everyone on tech X talking about it? Forget you even heard that name, because the app was renamed Moltbot about 5 minutes before this episode was recorded. It's another AI agent harness, but intended to run on your own computer and act like a personal assistant for you. …
37:03
Airwallex + Payments
You asked, we answered. We're doing a much-requested episode on "Australian" fintech Airwallex, which has gotten a lot of untoward attention of late — anti-money laundering audits, accusations by American VCs of being a financial backdoor to China. But there's a bigger story here: the proliferation…
35:21
Airwallex + Payments
You asked, we answered. We're doing a much-requested episode on "Australian" fintech Airwallex, which has gotten a lot of untoward attention of late — anti-money laundering audits, accusations by American VCs of being a financial backdoor to China. But there's a bigger story here: the proliferation…
35:14
Ads In ChatGPT + Apple's Creative Suite + Winning Big
Sam Altman finally took our advice and plopped some ads into ChatGPT (You're welcome, Sammy). Apple is finally offering a suite of software for a subscription. Polymarket is finally legitimised enough to have cut deals with major broadcasters in the US of A, so that TV viewers can stay up to date w…
46:51
Is SaaS Dead?
As somewhat of a follow up to our Claude Code/Coworker episode last week, today we regroup to evaluate what it could mean for YOUR favourite SaaS products. That's right, folks, AI is coming to take away your precious QuickBooks and you're going to watch and clap as it rips and tears it to pieces. W…
46:28
Is SaaS Dead?
As somewhat of a follow up to our Claude Code/Coworker episode last week, today we regroup to evaluate what it could mean for YOUR favourite SaaS products. That's right, folks, AI is coming to take away your precious QuickBooks and you're going to watch and clap as it rips and tears it to pieces. W…
46:18
Claude Cowork: Everything is Files and Folders (Premium)
For the Premium ep this week, we dig into Claude Cowork, Anthropic's newest offering which could be the first step towards a whole new paradigm of AI interaction. Raph also reveals multiple secret projects from 2025 and outlines the Down Round Portfolio Annual Report.
40:35