OpenAI, Anthropic and The AI Money Problem

Temple & Webster Gets Whacked

Adam and Adir unpack the strange economics of AI, with OpenAI burning billions, Anthropic claiming explosive growth, and investors still trying to work out where the real profits will come from. They also dig into Temple & Webster’s brutal share price collapse, the limits of its retail model, and why even strong operators can struggle inside a brutally hard business.

00:00 - OpenAI, Anthropic and The AI Money Problem
14:39 - Temple & Webster Gets Whacked 

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

Adam and Adir unpack the strange economics of AI, with OpenAI burning billions, Anthropic claiming explosive growth, and investors still trying to work out where the real profits will come from. They also dig into Temple &amp; Webster&rsquo;s brutal share price collapse, the limits of its retail model, and why even strong operators can struggle inside a brutally hard business.
00:00 - OpenAI, Anthropic and The AI Money Problem 14:39 - Temple &amp; Webster Gets Whacked&nbsp;
Join us on Substack for articles, news and more: <a href="https://www.thecontrarianspod.com/" data-start="465" data-end="499">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.