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“Varda Space Industries helmed by none other than Delian, Asparuhov, and Wilbury. So they manufacture things in space. So they do not build the rockets. They partner with SpaceX to launch a capsule, and then inside that capsule, they effectively have created a manufacturing environment where gravity is an off switch. And so for certain things, imagine you're trying to grow a crystal or you're trying to grow a drug or the heart tissue or there's applications for, certain types of fiber.”

“HubSpot, I think they peaked around $908,150 dollars a share, went down. I think the low recently was $200. HubSpot does $3,000,000,000 in revenue with a 14,000,000,000 market cap. Okay? I think that is insane. They're projecting to do 3,700,000,000 in '26. So you're buying a a, subscription software company that I don't think people are going to tear out of their of their business at something like three x revenue. Like, everyone talks about, like, all the nerds on Twitter, which I'm one of them, are talking about, like, building their own CRMs. But a roofing company with 20 employees in Tennessee, they ain't gonna be doing it anytime soon.”

“ZuruTech is a company that's based out of New Zealand. And they're the third biggest toy company in the world. It's actually hilarious. When they went to China to start their toy company, he went there because he heard, oh, all the manufacturing happens in China. But what that usually means is you go find a manufacturer. You tell them what you want to make and they make it. He went to China, didn't realize that, like a naive mistake, and built his own factory there, like, on the side of a river. Like, did it all from scratch because he didn't understand, like, oh, when people say they manufacture in China, it doesn't mean they go manufacture in China.”

“The other reason we did it is at that point we were shifting from just being the two of us talking to doing guests and we wanted the aesthetics of being, like, a cable network because we wanted to go and get these, like, public company CEOs on. If you're trying to get a public company CEO, some of them, the really founder mode ones, you just talk, DM with, text, and take jump on. But a lot of them, there's, like, layers of of, people in the communications department, that that you're kind of, like, needing to gain their trust. And so, like, by having the optics of being, like, a network, even though we are just a podcast, we are able to, you know, end up getting a lot of those guests.”

“Harvey is basically very simple. It's a AI lawyer. It's AI software for law firms. There are about 200,000,000 in revenue off of just, like, a thousand customers. I think, like, half of the, like, top 100 law firms in America are using them in some some capacity. Right now, Harvey's average contract value is, like, 190,000, which means they're basically getting paid like they're a lawyer who works at the firm.”

“Suno is basically a app or a website you go to, and you can make music even if you got no musical talent. SoundCloud has 40,000,000 music creators. So that's 40,000,000 people who around the world who actually have musical talent that are publishing on the platform. Suno's only at 2,000,000 users on their platform. And so the the the market for number of people who will make music that don't know how to make music is gonna be something like ten, twenty, possibly 50 x the number of actual musicians who create music. I think Suno becomes a $50,000,000,000 plus company.”

“She got a job at Airbnb, and I think it was, you know, her numbers aside. The general math is you get a job, and they'll offer you maybe, like, a 40 or 50 k a year stock package in addition to your salary. So you get your salary, you get your health care, they got a kitchen where they're serving you lunch, they got oat milk in the fridge. So you you're not sacrificing anything. She didn't have to come up with the idea of Airbnb. She joined it. She wasn't the first employee grinding like crazy. She was employee 3,000. But that stock package, which over a four year period is, you know, you're granted about $200,000 worth of stock, five x ed. And she made a million bucks before either me or Sam.”

“TruMed adds a compliant pay with HSA, health savings account or FSA button to online checkouts by handling eligibility through embedded telehealth. So as long as health continues to be a trend you're sort of like the right kind of question. Yeah, and this is like buying like investing in an index fund for wellness, right? Like they're gonna be taking a cut of a huge amount of the volume going towards Wellness products in The US.”

“Semi analysis looks like a substack. They break down semiconductor and AI infrastructure build outs. The comp is Moody's. So if you're familiar with Moody's, they do credit ratings and Moody's got started during the railroad build out because the railroad build out was so capitally capital intensive that there was a huge secondary market for like, okay, is this person that's gonna build this railroad from from Chicago to Atlanta, like, are they good for it? Do they have the money? And so, Moody's is now an $80,000,000,000 business.”

“Column bank. The founder of Plaid, his new company called column is basically, like it's a fintech company. So it's a bank. He actually bought a bank for, I think, $60,000,000 of his own money. And then he started this, and he basically uses it as a the the underlying bank under Mercury, under Ramp, under Brex, under all these companies. In 2026, they're doing 200,000,000 in revenue. He owns all of it. He never raised any money.”