
Adam and Adir unpack the strange economics of AI, with OpenAI burning billions, Anthropic claiming explosive growth, and investors still trying to work out where the real profits will come from. They also dig into Temple & Webster’s brutal share price collapse, the limits of its retail model, and why even strong operators can struggle inside a brutally hard business. 00:00 - OpenAI, Anthropic and The AI Money Problem14:39 - Temple & Webster Gets Whacked Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/See omnystudio.com/listener for privacy information.
Podzilla Summary coming soon
Sign up to get notified when the full AI-powered summary is ready.
Free forever for up to 3 podcasts. No credit card required.

Ask Us Anything: How Do We Get Real People Into Politics? + When Is It Time To Pivot? (with Chris Judd)

HMC Capital Comeback Tour and AFG Fights Housing Slump: With Star Fund Manager Luke Laretive

Live Show, Macro Investing King Chris Judd joins, Apple’s $3,500 Foldable Bet, Australia’s Housing Mess, Cogstate and the Firmus Moneyshot

Is Yo-Chi our next Decacorn, AI Comes for the Lawyers and should CEOs also take Board Seats
Free AI-powered recaps of The Contrarians with Adam and Adir and your other favorite podcasts, delivered to your inbox.
Free forever for up to 3 podcasts. No credit card required.