The Joseph Carlson Show

00:00 Overview
02:00 Agents Remove Friction
10:31 DooDash Disruptted Rebuttal
24:17 Mastercard Disrupted Rebuttal
32:40 The Domino Effect Rebuttal
42:45 Netflix Warner Bros Update
44:45 Meta & AMD Chip Deal
46:36 Fail Of The Week: Robot Vacuum Hacking

00:00 Overview
02:00 Super Investor Buys
17:17 Moody's Earnings
22:40 DoorDash Earnings
23:55 Fail Of The Week: Sam & Dario

00:00 Investors Are Scared
14:00 3 Monopolies To Buy
17:14 Chris Hohn 13f Holding Update
19:18 Netflix And Warner Bros
21:20 Responding To Jeremy On Duolingo
31:52 Fail Of The Week: Chamath Palihapitiya

00:00 Introduction
02:00 Things Are Changing Fast
19:50 Bill Ackman Buys Meta

00:00 Overview
02:00 Burry's Argument
11:30 Big Tech Valuation
18:50 Jensen Asked About CAPEX
31:34 Fail Of The Week: Anthropic Super Bowl Ad