Google's Monster Earnings, Invisible Billionaires & The NFL Is The Safest Bet | GCP 1019

Group Chat News is back with a special guest Rohan Shah, co-founder of Extend.com, the platform doing over $1 billion in GMV making extended warranties actually work for retailers. The guys go deep with a true Silicon Valley insider on Google's monster earnings, how tech billionaires really spend their money, why NFL teams might be the safest asset in America, and what's actually happening inside companies spending big on AI. This week's Group Chat covers: Rohan's path — Harker, Stanford, and building Extend into a billion-dollar GMV business Silicon Valley's prep school pipeline and the public vs private school divide Inside enterprise AI spending — big token bills, unclear ROI, and why "we don't know yet" is the honest answer The AI job-loss story that went in reverse — companies that cut heads are rehiring Apple's patience play — keeping cash on the balance sheet while everyone else spends trillions Rohan's stock picks — memory semis, nuclear and energy infrastructure, mining, Google, DoorDash, Meta Google's monster earnings — a $9 vs $2 beat, $99 billion in other income from Anthropic and SpaceX stakes, and the stock still dropped The Khosla family, the Seahawks, and the NFL's first Indian owner Why NFL teams might be the safest investment in America — "the Cowboys will outlast all of it" Trump accounts, custom ETFs, and kids treating stocks like baseball cards Why Silicon Valley doesn't build libraries the robber baron playbook vs "changing the world" Gambling ads on every screen what we allow now that we'd never allow for cigarettes And much more! Drop us a 5-star rating and a review if you're rocking with the show.