Tesla Going Down...Down, Immutable’s Massive Fall and Australia’s Unicorn Bubble

Adam and Adir discuss Tesla’s profit collapse, Elon Musk’s valuation premium, robotaxis, self-driving, BYD, SpaceX, Starlink, Richard White, Immutable, blockchain gaming, NFTs, crypto tokens, Australia’s unicorn bubble and the $3.5 billion valuation that never made sense. Join us on Substack for a…

AI Bubble, Waymo Ditches Uber, Jacinta Allan’s Disaster, KPMG Scandal and Jim Chalmers’ Crashes Housing in All the Wrong Places

Adam and Adir discuss the Labor Party conference, Ed Husic, Jacinta Allan’s political problems, Victoria’s unemployment rate, a 1998 celebrity earnings quiz, Etched and the AI chip race, Nvidia, OpenAI, KPMG’s Lendlease audit scandal, Waymo vs Uber, Revolut, bank fees, Jim Chalmers’ housing policy …

SpaceX Returns to Earth, Tesla's Shrinking Powers and Atlassian Ruins Loom

Adam and Adir discuss luxury hotel inflation, Instagram status games, SpaceX’s valuation drop, Starlink’s powers, Tesla vs BYD, Australia’s best-selling cars, Atlassian’s Loom problem, Mike Cannon-Brookes and Adam’s safari life. Join us on Substack for articles, news and more: https://www.thecontr…

Xero Gets Whacked, 4DMedical’s Meme Stock Moment, SEN Circles ARN, Uber's Loyalty Lock Up, and Adam’s Safari Business Lessons

Adam and Adir discuss safari business lessons, England vs Argentina, Murderbot Diaries and $0.99 Kindle funnels, Uber One, Lux Plus, Marxism, social democracy, Xero’s CEO share sale, SEN circling ARN, Jackie O, 4DMedical, Pro Medicus comparisons and meme stock valuations. Join us on Substack for a…

Deep Dive: Bending Spoons - Genius or Disaster?

Adam & Adir examine Bending Spoon's extraordinary rise, its blockbuster IPO, comparisons with Berkshire Hathaway and Constellation Software, the risks created by its aggressive use of leverage, and whether Bending Spoons is an ingenious software conglomerate or an enormously overvalued house of car…

Nvidia's AI Trade, Telstra’s Disaster, EasyJet’s Takeover Fight, Protein Mania, and TEG Loses the Plot

Adam and Adir discuss EasyJet and the economics of discount airlines, Telstra’s outage, Twinkies, protein mania, gambling, Norway’s sporting machine, work from home obesity, Nvidia and Fermi’s AI bubble, Bitcoin, TEG, Ticketek and Live Nation. Watch the Luton Airport Prank Video:  https://www.yout…

Ask Us Anything: How do you explain average grades? + Should workers own more of the businesses they help build?

Happy Saturday! We’re answering another batch of your questions this week. This week you asked: 🧠 How should someone with a strong career but average academic results explain ADHD and employability concerns to a potential employer? 🤝 Should Australia adopt broader employee ownership models to …

AI’s $7 Trillion Bubble, Corporate Travel’s Next Disaster, Work From Home Revolts, and The Man Shake Buy Back

Adam and Adir discuss London’s heat wave, Victoria’s crime wave, Labor’s housing mess, the world’s most profitable companies, Nvidia and the AI bubble, remote work, Canva vs Figma, Koala, SkinKandy, The Man Shake and the latest Corporate Travel disaster. 00:00 - London's Heat Wave 06:00 - Victoria…

Ask Us Anything: Is Australia’s ageing population breaking democracy? + What does the Victorian Liberal Party turmoil say about its future?

Happy Saturday! We’re back with another round of listener questions. This week you asked: 🗳️ Is Australia’s ageing population creating a scenario of democratic failure? 🏛️ What does the latest Victorian Liberal Party turmoil say about the party’s internal culture and ability to govern? ✡️ Do …

Canva’s AI Crisis, Karl Stefanovic’s Podcast Genius, Labor’s CGT Shambles, and Claude Design Changes Everything

Adam and Adir break down whether Canva has missed its golden window to sell, why Karl’s split with Nine might be a brilliant media move, and how the government’s startup tax carve-outs could smash founders and employees. Plus, Will joins for a quick behind-the-scenes update on The Contrarians as a…