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The Contrarians

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🚨 Emergency Ep: Anthropic’s Massive IPO. Will It Sink? 🚨
Adam and Adir pull apart Anthropic's S-1: $16.3B of half-year revenue, a 900% NRR, $475B of compute commitments, an 85% margin with an asterisk, and…
 • The Contrarians
Anthropic’s Massive IPO. Will it Sink?
Emergency pod!
 • The Contrarians
42:02
NextDC Disaster, is Canva's Comeback for Real, Airbnb Rule Change and Rich Investor Tax Shock
Canva launches its own image generation model as it fights to stay relevant in the AI era, Airbnb finally cracks down on excessive checkout chores, and…
 • The Contrarians
NextDC Disaster, is Canva's Comeback for Real, Airbnb Rule Change and Rich Investor Tax Shock
Adam and Adir unpack the tax shock hitting Australian venture capital and private equity, including why carried interest has historically received…
 • The Contrarians
1:43:53
How Adam Runs Luxury Escapes and Builds Great Teams
Special Episode: An Interview with Adam Schwab
 • The Contrarians
How Adam Runs Luxury Escapes and Builds Great Teams
Adam and Will go inside the way Luxury Escapes is actually run, from the decisions Adam still personally signs off on to the systems, people and mental…
 • The Contrarians
55:26
🔵 Selling Fast. Get Your Tickets to The Contrarians Live Now! 🔵
Don’t miss out!
 • The Contrarians
Get Your Tickets to The Contrarians Live at BlueRock!
Join us on December 8th
 • The Contrarians
Anthropic’s $2T Fever Dream, Firmus Tanks AI Globally, Maas' Week from Hell and is Software Dead?
Adam and Adir unpack the latest fallout from Australia’s surcharge ban, the rise of PayID and PayTo, Victoria’s new auction rules and a software…
 • The Contrarians
Anthropic’s $2tn Fever Dream, Firmus Tanks AI Globally, Maas' Week from Hell and is Software Dead?
Adam and Adir unpack the latest fallout from Australia’s surcharge ban, the rise of PayID and PayTo, Victoria’s new auction rules and a software…
 • The Contrarians
1:24:24
Soul Patts: The $18bn ASX Giant Most Australians Have Never Heard Of
A Special Deep Dive with Scott Middleton from Terem Capital
 • The Contrarians
Soul Patts: The $18bn ASX Giant Most Australians Have Never Heard Of
Adam, Adir and Scott Middleton from Terem Capital take a deep dive into Washington H.
 • The Contrarians
49:18
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