Group Chat

Group Chat News is back and it's birthday week around here. Dee just turned 46 and, in his words, his body is weary.
That kicks off a conversation about hitting the back half of life, why time doesn't feel precious until friends start passing and your kids start growing, and whether younger people are actually living their lives or just watching everyone else live theirs. Then it's BTS selling out four nights at SoFi, Kanye in Chicago, and the argument that some artists get so big nothing can touch them, plus a whole generation of kids discovering Michael Jackson for the first time.
With Anand's birthday landing on September 11th, the guys get into the new Netflix documentary about how a generation that wasn't alive for it understands that day, whether it was the last time this country was actually unified, and how much of what we live with now traces back to it. That leads into surveillance. Flock cameras solving crimes in cities across America, Joe Rogan sounding the alarm about cops abusing access to them, and the uncomfortable truth that most people will trade their privacy for a shorter airport line.
On the money side there's a real enrollment crisis. LAUSD is down 50% in a decade, Syracuse now costs $69,000 a year, and the argument here is blunt: let the colleges fail. Then a pitch for the tech elites. Build the modern campus, charge 1995 prices, give them a football team, and earn back some trust while you're at it. Plus Nike gets removed from the S&P 100 after eighteen years, Nvidia is now 8% of the entire S&P 500, and everything that isn't AI is getting punished even when sales are up.
And of course: fantasy football, whether data ruined the draft, NIL, and why you should fire the dean if you lose your quarterback.
Group Chat News, every week.
If you enjoy the show, please leave us a 5-star review on Apple or Spotify. It helps more than you know.

Raissa Gerona and Michael Mente of Revolve are back on the show — two of the podcast's oldest friends, in the room together for the first time in a while.
Michael talks about the move to Vegas and what it's like running a company with your co-founder two states away after nearly twenty years side by side. Raissa gets into her new role as President of Brand and Partnerships, why she asked for it, and the friend who told her over dinner that presidents don't date presidents.
From there it goes everywhere. The fake NFL player who convinced dozens of people he was on an NFL roster and is now facing federal charges. Why nobody can tell who's real anymore when a watch, a car, and a house can all be rented. What "cool" even means when everyone has the same handbag and takes the same trip. Discovery ranches in Idaho, Nantucket in the summer, and why the best version of luxury might just be who you're with. Plus the guys get into AI, agents, and the robot that makes pancakes.
Group Chat News, every week.
If you enjoy the show, please leave us a 5-star review on Apple or Spotify it helps more than you know.

Group Chat News is back with the hottest news of the week including

Meta agreed to pay $17 billion to 47 states to end the landmark trial over teen social media addiction and the stock went up. The guys get into why a record setting settlement paid out over ten years barely registers on a company this size, why the Big Tobacco comparison falls apart when you look at the numbers, and whether the new safeguards Meta agreed to will actually change anything. Time caps, overnight blocks, no notifications during school hours. The case for optimism is that a kid who never builds the habit never gets addicted. The case against is that nobody enforces any of it.
Then the robots. China staged a robot Olympics, and the argument is that it was the smartest piece of marketing the country could have run get the whole population cheering for the machines before those machines start taking jobs. That leads into the argument about whether AGI is actually here, a $1,000 bet over how long before a robot unclogs your toilet, and the only AI use case anyone can agree is worth having: making an insurance company answer the phone.
On the money side, Dick's Sporting Goods had its worst day in three years, down about 30% but the core business is growing. The problem is the $2.4 billion Foot Locker acquisition and a sneaker market that's gone quiet. Plus why billionaires should stay off the internet right now, why sports teams have become tax shelters, and what these new owners are getting wrong about the cities they just bought into. Crypto ends the episode with the most bullish structural change in years.
Group Chat News, every week.
If you enjoy the show, please leave us a 5 star review on Apple or Spotify it helps more than you know.

Group Chat News is back with the hottest news of the week
On this episode we discuss:
Why Manhattan Beach is what everyone thinks they're moving to when they come to LA
Entering your Meta era and yelling into your sunglasses
Everyone suddenly plays golf and won't stop posting about it
70% of America hates AI and the CEOs aren't helping
Is scaring everyone actually the strategy?
Why your power bill went up but your TV got cheaper
What are you actually doing differently than your parents?
Whatnot raised at $23 billion and the collectibles boom is real
Inside the National, the biggest card show in America
Somebody pulled a $5 million card rippin packs
Your parlay is playing against a hedge fund that only needs to be right 54% of the time
The boomers had discipline and nobody wants to talk about it
Rented cars, split mansions, and why Instagram tells you everyone is rich but you
And much more!
If you enjoy the show, please leave us a 5-star review on Apple or Spotify — it helps more than you know.

Group Chat News is back with the hottest news of the week including:  


Why Dee disagrees with everything Zach said about the next 18 months
Has San Francisco brainwashed everyone into fear mongering?
SpaceX is basically Verizon
Anthropic projected at $400–500 billion next year
Is there a finite amount of money in the world, or unlimited money?
Why Waymos will never make it to every corner of the earth
Lovable going from zero to a billion in ten months
Mark Walter sells the Lakers to Josh Kushner and Bob Iger for $12.5 billion
How insurance float works, and the federal investigation into Walter's insurers
The sports team tax loophole nobody talks about
Should we start a professional little league team?
Ro Khanna's 5% wealth tax and the problem with taxing illiquid founders
Does AOC have a real shot in 2028?
Why data centers actually lower electricity costs in the communities that get them
Rich kids are skipping the Ivy League for SMU, Vanderbilt, Alabama and LSU
Would you rather be the smartest kid at Harvard or the guy in the striped polo at LSU?
The most successful adults were never the kid who focused on one thing
Shannon Elizabeth made a million dollars in nine days
Mississippi fourth graders are outpacing Berkeley students
Palisades Village reopens 19 months after the fires
And much more!
If you enjoy the show, please leave us a 5-star review on Apple or Spotify it helps more than you know.