The Contrarians with Adam and Adir
The Contrarians with Adam and Adir
Playlist by The Contrarians with Adam and AdirGet 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 Chairma…Follow the podcast:
230 clip(s) in playlist
Tech Bros Goes Off, DEF CON Hackers, Waymo vs Zoox, and The LinkedIn Algorithm
Adam and Adir unpack San Francisco’s AI-fuelled tech boom, from Waymo and Zoox to Figma’s aggressive push and Lovable’s wild valuation. Later, Adir explains what DEF CON reveals about modern cybersecurity, before John Stensholt joins to discuss Tech Bros, Atlassian’s founder breakup and the strange…
1:26:18
Australia's Most Powerful VCs Join the Pod
Hear Blackbird's Rick Baker, Airtree's Craig Blair and Jelix's Ian Gardiner discuss the AI Bubble, CGT Founder Chaos and Australia's Startup Future Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/
49:01
Canva’s AI Crisis, Zoox Changes Everything, Xero’s Ad Disaster, Jetstar’s Bag War, and Atlassian’s Profit Pivot
Adam and Adir discuss Zoox, Waymo, autonomous cars, Xero’s strange Vegas advertising, Sukhinder Singh Cassidy, Victoria’s work-from-home laws, Delta One, airline lounges, Jetstar’s carry-on bag crackdown, Ryanair, Canva’s slowing growth, AI design tools, Claude, OpenAI, Figma, Atlassian’s profit pi…
1:56:27
Canva’s $60bn Problem and eBay’s Corporate Terrorism Scandal
Adam and Adir discuss Canva’s slowing growth, its $60 billion valuation, Figma, Meta, AI design tools, OpenAI, Anthropic, the pressure on Australia’s biggest private tech company, eBay’s corporate terrorism scandal, the Steiners, Devin Wenig, CEO accountability, the $55 million settlement and why c…
25:17
AI Fund Explodes, Alan Joyce is Back, Victoria’s Labor Reset, Fauci’s COVID Reckoning and Credit Card Chaos
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 l…
1:24:15
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…
36:37
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 …
1:29:02
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…
45:51
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…
1:43:08
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…
52:50