The Compound and FriendsAI Takes Over the Economy, Earnings Season Scorecard, a Bid for eBay, Berkshire Post-Buffett, Uber PreviewEarnings Shock: Nobody Predicted This
5:23–6:54 · 91s
Josh lays out a massive upside surprise in S&P 500 profit growth and asks who saw it coming. Michael admits he can’t name a single person who predicted it, underscoring how extraordinary the season has been.