Defcon Merch and Tansu’s First Week

Zoox

Vanguard Smart Glasses

Leo Esaki's Five Don'ts

Disney's Hidden Powers

GTA VI

Eureka Pet Co

Victoria's Crime Problem

Canva

Xero's Shareholder Revolt

Adam and Adir unpack the investor fight building around Canva, AirTree and the painful question of when early backers should finally get liquidity. They also dig into Xero’s shareholder revolt, Corporate Travel Management’s surprise rescue deal, Zoox’s lost upside, the return of hardware startups, and why Disney might be one of the rare businesses with almost every major competitive power.

00:00 - Defcon Merch and Tansu’s First Week
07:14 - Zoox
16:31 - Vanguard Smart Glasses
23:05 - Leo Esaki's Five Don'ts
27:47 - Disney's Hidden Powers
35:53 - GTA VI
43:13 - Eureka Pet Co.
48:20 - Victoria's Crime Problem
58:04 - Canva
1:13:19 - Xero's Shareholder Revolt
1:20:40 - CTM

The first 20 listeners to use code "TCfirst20" at Tanssu.com will redeem the offer mentioned in this week's episode: https://www.tanssu.com/discount/TCfirst20. Add “The Set” to your cart in any colour. Then at checkout, the code will remove the cost of the tote.

Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/

Adam and Adir unpack the investor fight building around Canva, AirTree and the painful question of when early backers should finally get liquidity. They also dig into Xero&rsquo;s shareholder revolt, Corporate Travel Management&rsquo;s surprise rescue deal, Zoox&rsquo;s lost upside, the return of hardware startups, and why Disney might be one of the rare businesses with almost every major competitive power.
00:00 - Defcon Merch and Tansu&rsquo;s First Week 07:14 - Zoox 16:31 - Vanguard Smart Glasses 23:05 - Leo Esaki's Five Don'ts 27:47 - Disney's Hidden Powers 35:53 - GTA VI 43:13 - Eureka Pet Co. 48:20 - Victoria's Crime Problem 58:04 - Canva 1:13:19 - Xero's Shareholder Revolt 1:20:40 - CTM
The first 20 listeners to use code "TCfirst20" at Tanssu.com will redeem the offer mentioned in this week's episode: <a href="https://www.tanssu.com/discount/TCfirst20">https://www.tanssu.com/discount/TCfirst20</a>. Add &ldquo;The Set&rdquo; to your cart in any colour. Then at checkout, the code will remove the cost of the tote.
Join us on Substack for articles, news and more: <a href="https://www.thecontrarianspod.com/" data-start="3638" data-end="3672">https://www.thecontrarianspod.com/</a>

Get the fearless truth about start-ups and corporate Australia from guys that give you the hard facts, not the company line. Hear Luxury Escapes co-founder Adam Schwab and Catapult Sports Exec Chairman Adir Shiffman provide the inside word on the biggest stories in business with a contrarian take from the guys who sit on both sides of the table. New episodes dropping weekly.

The Contrarians with Adam and Adir

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