It's another massive week in tech, and Adam and Adir have plenty to get stuck into.
Nvidia CEO Jensen Huang is facing some uncomfortable questions following reports of a relationship with a suspected Chinese intelligence asset. Could the controversy threaten his position at one of the world's most valuable companies?
Meanwhile, the AI boom is showing signs of slowing down. Spending growth is flattening, Apple is reportedly tightening its AI budgets, and investors are getting nervous about Anthropic's enormous potential IPO valuation. The boys debate whether AI companies can keep spending at this pace, and whether AI agents are actually worth all the hype.
There's also a look at Atlassian's latest results, where some surprisingly strong numbers weren't enough to stop the share price taking a beating.
Then, they're joined by Sam Kroonenburg, the Australian entrepreneur who co-founded A Cloud Guru and sold it for more than US$2 billion at just about the perfect time.
Sam shares how he knew when to sell, why taking money off the table early was one of his smartest decisions, and what he's learned building his next business, AI advertising platform Cuttable.
Plus, Adir has a bone to pick with the Bureau of Meteorology, the boys revisit the troubles facing Australia's department stores, and Will shares what's been happening behind the scenes as The Contrarians grows on YouTube.
CHAPTERS
01:46 - Jensen Huang's Nvidia controversy and the future of the AI boom
09:08 - Adir takes on the Bureau of Meteorology
15:26 - The Contrarians' YouTube growth and the business of podcasting
29:27 - AI spending slows and the hype around AI agents
43:10 - Anthropic's trillion-dollar IPO problem
54:31 - Atlassian's surprising results and share price crash
01:03:01 - Sam Kroonenburg on his $2 billion exit, Cuttable and building startups
LINKS
Sam Kroonenburg's AI advertising platform Cuttable:
https://www.cuttable.com/
The Contrarians:
https://www.thecontrarianspod.com/
OUR PARTNERS
BlueRock – Business and wealth advice:
https://www.bluerock.com.au/thecontrarians/
Acquire Intelligence – AI, automation and outsourcing:
https://acquire.ai/contrarians
Mastercard – Small business payments and resources:
https://www.mastercard.com/au/en/business/industry-segment/small-medium-business.html
Aura Group – Private credit:
https://aura.co/
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