GC
Great Chat

Bubble talk

March 26, 2026·35 min
Episode Description from the Publisher

We’re hearing the B word a lot more lately, and while it’s clear there’s a valuation bubble, we’re not betting on a correction just yet. Plus: OpenAI trades its “you can just do things” era for focus (RIP Sora and assorted side quests), Emil Michael shows us what it means to hold a grudge, and we Delve into the latest alleged bad behavior in startupland. Mercury is back as the headline sponsor for year two of Great Chat. Mercury is a financial technology company, not a bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. This podcast is edited by Eric Johnson from ⁠LightningPod: https://lightningpod.fm/

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