Intro

Adam's Airport Whinge

Kayo Disaster

Worst European Airline

Blythe Beardsley

StubHub

Generative AI Marketshare + Open AI Chat

Canva

The guys discuss Nvidia’s $100b OpenAI ‘Investment’, Canva’s Profitability Conundrum, ASIC hammers Latrobe and signals trouble for private credit, the guys argue about the Stubhub IPO, Adir’s Airline troubles and has Australia become the red tape mecca of the world.

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The guys discuss Nvidia&rsquo;s $100b OpenAI &lsquo;Investment&rsquo;, Canva&rsquo;s Profitability Conundrum, ASIC hammers Latrobe and signals trouble for private credit, the guys argue about the Stubhub IPO, Adir&rsquo;s Airline troubles and has Australia become the red tape mecca of the world.
Thanks for listening!
Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast
Subscribe on YouTube for all our video content: https://https://www.youtube.com/@ContrariansPodcast
Follow us on Instagram: https://www.instagram.com/contrarianspod
Follow us on TikTok: https://www.tiktok.com/@contrarianspod

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

OpenAI a $500b Ponzi? Canva Breaks Hearts, Latrobe Crunched by ASIC, Stubhub IPO, Adir’s Worst Airline and is Australia the Red Tape Capital of the World? 

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

KPMG

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.

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 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.thecontrarianspod.com/

See omnystudio.com/listener for privacy information.

Adam and Adir discuss luxury hotel inflation, Instagram status games, SpaceX&rsquo;s valuation drop, Starlink&rsquo;s powers, Tesla vs BYD, Australia&rsquo;s best-selling cars, Atlassian&rsquo;s Loom problem, Mike Cannon-Brookes and Adam&rsquo;s safari life.
Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/
See omnystudio.com/listener for privacy information.

OpenAI a $500b Ponzi? Canva Breaks Hearts, Latrobe Crunched by ASIC, Stubhub IPO, Adir’s Worst Airline and is Australia the Red Tape Capital of the World?

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