As the news heats up, the couples discuss why recent IPOs tell us little about whether the window is, in fact, open and ponder the future of leadership in Silicon Valley.

The couples take you up close and personal with this week’s Apple event and discuss the future of the company, hardware and the garbage product they can’t live without. Plus, Brit schools Sam on pop culture, part 10. Show Notes: [00:00:00] New composting trash can? [00:05:23] Apple event changes. [00:08:56] Recycling Cobalt and climate impact. [00:10:46] Apple's first Carbon Neutral Product. [00:15:27] Camera technology advancements. [00:19:44] Apple's trajectory after the launch. [00:22:11] Cambrian moment in computing. [00:26:25] The value of Apple's closed ecosystem. [00:29:41] The capital structure of hardware. [00:31:19] Hardware companies are entreprenuership on expert mode. [00:35:30] The Mill magical bottomless composting trash can. [00:37:48] Spatial computing. [00:41:08] The Insta360 camera. [00:43:38] World creation through AR. [00:48:05] Why can't we have a Hardware API?

…but something else will bloom instead. Plus, this is why Europe can't have nice things. And the Cable Cowboy kills cable. Discussed: The Hottest Coach in Sports: Coach PrimeHow Deel Became Payout Provider for Prop Trading Firms, Including Site Frozen by CFTC John Malone’s Charter Squeezes Disney at Vulnerable Moment Cable Cowboy: John Malone and the Rise of the Modern Cable The Outsiders: Eight Unconventional CEOs and Their Radically Rational Blueprint for Success How Taylor Swift Ditched Dealing With Hollywood Studios to Release the ‘Eras Tour’ Film With AMC Show Notes: [00:01:59] CU Buffs winning football game. [00:06:30] Prop trading as Ponzi scheme. [00:08:30] A hidden Forex trading industry. [00:10:38] Robo spam being cracked down. [00:14:08] Subscription business models. [00:18:31] Europe's impact on app monetization. [00:22:18] The digital market act. [00:24:12] Implications for big tech gatekeepers. [00:29:31] The future of niche apps. [00:30:01] Subscription services reaching scale. [00:33:11] How do you make money? [00:36:28] Rethinking success for consumer businesses. [00:39:52] Cable subscriptions and user experience. [00:43:23] The fascination with fax machines. [00:45:22] Old and new combined. [00:47:57] Taylor Swift's movie theater success. [00:50:46] More in-person collective experience.

The Morins and the Lessins break down what is really happening in venture firms right now from liquidating venture stakes to fundraising. Plus, Chinese entrepreneurs’ secret AI confab and Jessica’s notes from Beijing. Discussed: Colin Robinson: The Life of an Energy Vampire - What We Do In The ShadowsChamath Palihapitiya’s Venture Firm Offered to Sell Hundreds of Startup StakesChip War: The Fight for the World's Most Critical Technology Show Notes: [00:02:30] Energy vampires. [00:04:33] Otter.ai technology for efficient reporting. [00:09:00] Recording everything and privacy. [00:12:41] Is being a venture capitalist in Silicon Valley like being a tenured professor at a University? [00:15:44] Venture capital feedback cycles and accountability. [00:18:40] Choosing Jedi or General. [00:23:01] Fundamental beliefs and investments. [00:25:11] Zero Fund concept. [00:29:07] VC leading indicators. [00:31:27] LPs buying stakes in GPs. [00:34:51] Mid-flight venture capital strategy changes. [00:39:02] The future of AI in China. [00:43:11] Centralized AI ownership in China. [00:47:38] US entrepreneurs selling beauty products. [00:50:09] Feedback and podcast rankings.

Back in the Bay Area, the Morins and the Lessins debate the status of startup work culture and how to fix it. Plus, Nvidia’s blowout earnings and the best More or Less product idea yet. Articles and data discussed: Salesforce Leads Financing of AI Startup at More Than $4 Billion Valuation Can San Francisco Save Itself From the Doom Loop? Show Notes: [0:00:00] Remote work policies and productivity [0:13:23] Data on decreased mobile phone usage in cities since COVID [0:20:11] The current state of San Francisco and the Bay Area [0:31:36] Hybrid work challenges and the move back to the office [0:35:00] Productivity tools and scheduling meetings effectively [0:39:44] Improving communication technologies for remote and hybrid work [0:46:43] NVIDIA earnings and valuations in tech [0:50:00] New potential features for the podcast including a "Third Wheel" segment