November 11, 2025 • 48 mins
Why is Sam Altman getting heated about a simple valuation question?
In the first half of the show, Malcolm Ethridge and Ricky Mulvey discuss
- OpenAI CEO Sam Altman’s surprising response to a question about his company’s $1.4 trillion commitments.
- A Big Short against Palantir.
- Where they’re seeing opportunities in Ethereum and Chipotle.
Then, they explore the rise of sports betting and how taking a game-like approach can change the way you invest.
Hosts: Ricky Mulvey, Malcolm Ethridge
Engineer: Mark Lamorgese
Mark as Played
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