The Compound and FriendsAI Takes Over the Economy, Earnings Season Scorecard, a Bid for eBay, Berkshire Post-Buffett, Uber PreviewThe Quadrant That Shouldn’t Exist
48:44–50:10 · 87s
Michael spotlights mega-cap techs that are both the largest and fastest-growing; Josh counters that it’s possible when they function like monopolies with powerful network effects.