What’s on our minds

Gene & Andrew discuss how the latest changes in App Store policies keep the company ahead of regulators, and why the cat and mouse game will continue.

Gene is joined by independent Tesla analyst, Matt Joyce (Twitter @matty_mogul), to recap Tesla AI day, along with the surprise announcement, Tesla Bot.

Gene and Doug discuss paths forward for Apple’s health initiatives and conclude the first step is to solve for data integrity and data privacy.

Doug, Gene, and Andrew process an eventful earnings week and conclude that we’re still going to be dependent on Big Tech.

This piece was initially published on Doug’s blog, Contrarian Mindset. Capital allocation is the most important job of every CEO, from startup to public company. This is contrary to the belief that being a good operator is the most important…

Gene vectors into the toy department and reviews Civilized Cycles generation 1.0, and concludes dynamic suspension is worth the wait.

We publish our annual predictions around New Year’s and, per tradition, do a mid-year check-in in July. Here’s how our predictions for 2021 are tracking. 1. Apple will be the top-performing FAANG stock in 2021. Mid-year update: AAPL is meaningfully…

Gene’s joined by Matt Johnson, founder of Omnia Fishing to talk about using algorithms to find the ideal fishing tackle.

Gene is joined by John Wanninger, a residential real estate professional with 35 years of experience, to talk about why iBuying is flawed today and how it can gain traction in the future.

Gene is joined by Rob Maurer of Tesla Daily to outline expectations for Tesla’s June quarter deliveries, as well as making a stop in the toy department. Follow Rob on Twitter @TeslaPodcast and Tesla Daily. 

Gene’s joined by crypto experts, Hector Fernandez and Sal Ternullo, to discuss why Bitcoin 2021 was analogous to Woodstock, an industry’s turning point.

Gene is joined by Turnsignl co-founder Jazz Hampton to talk about de-escalating interactions between drivers and law enforcement by brining an attorney into the vehicle.