LinkedIn Thoughts

Start Up Cities Quiz

Big W Chat Bot

ATO Ads

Labor's CGT "Semi" Backdown

KPMG

Ferrari

Adore

The guys discuss KPMG’s spectacular implosion, Labor’s chaotic CGT Reverse Ferret, the ATO’s small business scare campaign, Big W’s surprisingly good AI chatbot, Ferrari’s electric future, and Adore Beauty’s brutal market reality.

00:00 - LinkedIn Thoughts
09:15 - Startup Cities Quiz
15:00 - Big W Chat Bot Experience
27:50 - ATO Small Business Ads
30:00 - Labor's CGT Semi Backdown
44:00 - ASX
51:00 - KPMG
1:08:00 - Ferrari
1:12:00 - Adore Beauty

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

The guys discuss KPMG&rsquo;s spectacular implosion, Labor&rsquo;s chaotic CGT Reverse Ferret, the ATO&rsquo;s small business scare campaign, Big W&rsquo;s surprisingly good AI chatbot, Ferrari&rsquo;s electric future, and Adore Beauty&rsquo;s brutal market reality.
00:00 - LinkedIn Thoughts 09:15 - Startup Cities Quiz 15:00 - Big W Chat Bot Experience 27:50 - ATO Small Business Ads 30:00 - Labor's CGT Semi Backdown 44:00 - ASX 51:00 - KPMG 1:08:00 - Ferrari 1:12:00 - Adore Beauty Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/

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

KPMG Scandal Explodes, Labor’s CGT Shambles, ATO Scares Small Business, Ferrari Goes Electric, and Adore Beauty Goes Sideways

Victoria's Leadership Change

Credit Cards

AI Customer Service

Logo Changes and Rebrands

Alan Joyce 

Property Rules

Fauci, COVID and the Pandemic Reckoning

Leo Lats, AI Leverage and Bubble Behaviour

Adam and Adir discuss Ben Carroll replacing Jacinta Allan, Victoria’s work-from-home laws, credit card fees, AI chatbots, bad customer experience, the “logo CEO” problem, Qantas, Alan Joyce, self-managed super property changes, Gen Z drinking habits, OSW and the battery boom, Anthony Fauci, COVID lockdowns, Leopold Aschenbrenner’s AI fund blow-up, Anthropic, Nvidia and the AI bubble.

01:07 - Victoria's Leadership Change
06:52 - Credit Cards
13:20 - AI Customer Service
18:26 - Logo Changes and Rebrands
27:08 - Alan Joyce
41:08. - Property Rules
51:59 - OSW
1:03:22 - Fauci, COVID and the Pandemic Reckoning
1:16:30 - Leo Lats, AI Leverage and Bubble Behaviour


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

 

Adam and Adir discuss Ben Carroll replacing Jacinta Allan, Victoria&rsquo;s work-from-home laws, credit card fees, AI chatbots, bad customer experience, the &ldquo;logo CEO&rdquo; problem, Qantas, Alan Joyce, self-managed super property changes, Gen Z drinking habits, OSW and the battery boom, Anthony Fauci, COVID lockdowns, Leopold Aschenbrenner&rsquo;s AI fund blow-up, Anthropic, Nvidia and the AI bubble.
01:07 - Victoria's Leadership Change 06:52 - Credit Cards 13:20 - AI Customer Service 18:26 - Logo Changes and Rebrands 27:08 - Alan Joyce 41:08. - Property Rules 51:59 - OSW 1:03:22 - Fauci, COVID and the Pandemic Reckoning 1:16:30 - Leo Lats, AI Leverage and Bubble Behaviour
 Join us on Substack for articles, news and more: <a href="https://www.thecontrarianspod.com/?utm_source=chatgpt.com" data-start="475" data-end="509">https://www.thecontrarianspod.com/</a>
&nbsp;

AI Fund Explodes, Alan Joyce is Back, Victoria’s Labor Reset, Fauci’s COVID Reckoning and Credit Card Chaos

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 articles, news and more: https://www.thecontrarianspod.com/

See omnystudio.com/listener for privacy information.

Adam and Adir discuss Tesla&rsquo;s profit collapse, Elon Musk&rsquo;s valuation premium, robotaxis, self-driving, BYD, SpaceX, Starlink, Richard White, Immutable, blockchain gaming, NFTs, crypto tokens, Australia&rsquo;s unicorn bubble and the $3.5 billion valuation that never made sense.
Join us on Substack for articles, news and more: <a href="https://www.thecontrarianspod.com/?utm_source=chatgpt.com" data-start="361" data-end="395">https://www.thecontrarianspod.com/</a>
See omnystudio.com/listener for privacy information.

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

Ed Husic and the Gaza Debate

Jacinta Allen and Victorian Labor

Work From Home Laws

Highest Earning Celebrities of 1998

Nvidia's Margin Problem

Waymo

Revolut

First Home Buyers

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 and Australia’s property risk.

Watch the video Adam mentions: https://www.instagram.com/reels/DbNXhESCeXM/ 

2:06 - Ed Husic and the Gaza Debate
8:46 - Jacinta Allen and Victorian Labor
13:45 - Work From Home Laws
19:19 - Highest Earning Celebrities of 1998
35:33 - Nvidia's Margin Problem
57:11 - KPMG
1:00:36 - Waymo
1:09:53 - Mid Roll
1:10:17 - Revolut
1:17:53 - First Home Buyers

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

See omnystudio.com/listener for privacy information.

Adam and Adir discuss the Labor Party conference, Ed Husic, Jacinta Allan&rsquo;s political problems, Victoria&rsquo;s unemployment rate, a 1998 celebrity earnings quiz, Etched and the AI chip race, Nvidia, OpenAI, KPMG&rsquo;s Lendlease audit scandal, Waymo vs Uber, Revolut, bank fees, Jim Chalmers&rsquo; housing policy and Australia&rsquo;s property risk.
Watch the video Adam mentions: <a href="https://www.instagram.com/reels/DbNXhESCeXM/">https://www.instagram.com/reels/DbNXhESCeXM/&nbsp;</a>
2:06 - Ed Husic and the Gaza Debate 8:46 - Jacinta Allen and Victorian Labor 13:45 - Work From Home Laws 19:19 - Highest Earning Celebrities of 1998 35:33 - Nvidia's Margin Problem 57:11 - KPMG 1:00:36 - Waymo 1:09:53 - Mid Roll 1:10:17 - Revolut 1:17:53 - First Home Buyers
Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/
See omnystudio.com/listener for privacy information.

KPMG Scandal Explodes, Labor’s CGT Shambles, ATO Scares Small Business, Ferrari Goes Electric, and Adore Beauty Goes Sideways

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The Contrarians with Adam and Adir

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