May 12, 2025
Mecca’s Loyalty Win, Tony’s Chocolonely, Waymo, Pet Circle Struggles, Netflix and Would You Have Dinner with Warren Buffett?
The guys discuss the rise and rise of Mecca, the incredible story of Teun van de Keuken and Tony’s Chocolonely, will Waymo win self driving, Pet Circle’s horror losses continue to mount, how Netflix brought back the doco and the guys argue about just how great Warren Buffett is.
00:00 - Mecca, Mother's Day and Loyalty Programs
21:50 - AI Chat
36:11 - Tony's Chocolonely
45:00 - Netflix and the Growth of Docos
47:17 - Pet Circle
58:40 - Warren Buffet's Retirement
Netwealth: www.netwealth.com.au
Telstra: www.telstra.com.au/tbtc
Vanta: www.vanta.com/contrarians
