How do you grow a business where a customer’s success often means they leave your product?
George Arison is the CEO of Grindr, a dating app and social media offering for LGBTQ+ individuals. Dylan Lewis caught up with Arison for a conversation about:
Grindr’s growth story.
Looking beyond dating for platform engagement.
What companies can lose in a remote-only environment.
James Rhee is the former CEO of Ashley Stewart, a professor, entrepreneur, and the author of “red helicopter―a parable for our times: lead change with kindness (plus a little math).” Mary Long caught up with Rhee for a conversation about:
- An unlikely turnaround at a retailer serving plus sized, moderate income black women.
- Being kind versus being nice.
- When liabilities can become assets and vice versa.
- Real world goodwill versus the accounting version.
Instead of the age of artificial intelligence, investors might be better off thinking of this as the age of co-intelligence. We dig into how you can embrace AI and put it to use.
(00:21) Jason Moser and Bill Mann discuss:
- Why Disney and Nelson Peltz were both winners in the company’s board fight.
- Alphabet’s rumored interest in marketing software provider Hubspot.
- Spotify’s price hikes, the strength in Levi’s direct to consumer model, and a true blank check business.
(19:11) Wharton Professor Ethan Mollick breaks down his four rules for using AI, and other tips from his new book Co-Intelligence: Living and Working with AI.
(34:20) Jason and Bill break down two stocks on their radar: Cognex and WD40.
Disclosure: A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at public.com/disclosures/high-yield-account
Guests: Yasser El-Shimy, Matt Frankel, Ricky Mulvey
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Dan Boyd
Disclosure: A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at public.com/disclosures/high-yield-account
The chip industry is center stage this week – Intel’s foundry losses now might prove negligible as the world looks to diversify beyond Taiwan.
(00:21) Asit Sharma and Dylan Lewis discuss:
- The 7.5-magnitude earthquake in Taiwan affecting TSMC and highlighting global dependence on the region for chipmaking.
- Our first look into Intel’s foundry business, and why we’ll probably see more pushes into manufacturing.
- Bob Iger and Disney’s board victory, and where the company should be focused now.
(14:36) An overlooked benefit of AI? Weather prediction. Ricky Mulvey caught up with Spire Global CEO Peter Platzer to discuss the company’s partnership with Nvidia and unique uses for space satellite data.
Tom Vice is the CEO of Sierra Space, a company that’s trying to build an economy in low-Earth orbit (LEO), a mere 250 miles above our heads. Ricky Mulvey caught up with Vice for a conversation about the future of space commercialization. They discuss:
- The magic of microgravity, and its impact on everything from biotech and batteries to chemistry and computing.
- Rent in low-Earth orbit.
- Defense systems and the hope of a space-based “McDonald’s Effect.”
