E27: Costco's Business Model, Martingale Strategies, and Usage-Based Lock-in for AI

"The Riff" with Byrne Hobart and Erik Torenberg

Innhold levert av Natalie Toren, Byrne Hobart, and Erik Torenberg. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Natalie Toren, Byrne Hobart, and Erik Torenberg eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

2M ago 52:37

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On this week's episode of The Riff, Erik and Byrne talk about how to apply Costco's business model in other industries, the risky business of Martingale strategies, usage as a potential barrier to AI model development, and more. Get Harmonic: Head to https://bit.ly/harmonicturpentine and make sure to mention Turpentine during your demo.

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This show is produced by Turpentine: a network of podcasts, newsletters, and more, covering technology, business, and culture — all from the perspective of industry insiders and experts. We’re launching new shows every week, and we’re looking for industry-leading sponsors — if you think that might be you and your company, email us at erik@turpentine.co.

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SPONSORS: Harmonic | beehiiv

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LINKS:

Byrne’s writing: https://thediff.co

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TIMESTAMPS:

(00:00) Intro

(00:21) Unpacking the Hunter Book Model: A New Approach to Monetizing News

(07:30) Aligning Media and Investing: Conflicts and Confluences of Interest

(12:41) Sponsor: Harmonic | Beehiiv

(15:09) The Benefits of Public Markets and Short Selling Insights

(18:09) Martingale Beliefs and Betting Strategies in Finance

(23:31) The Martingale Thesis and Market Making

(27:17) Unlocking the Potential of AI with Usage-Based Lock-In

(31:45) Exploring the Costco Business Model and Its Applications

(37:46) The Case for GDP-Linked Bonds: A Financial Innovation

(40:06) Vertical Software Companies Acquiring Operating Companies

(44:37) The Intersection of Media and Tech Companies

(46:40) Wrap

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X / TWITTER:

https://twitter.com/eriktorenberg (Erik)

https://twitter.com/ByrneHobart (Byrne)

https://twitter.com/TurpentineMedia (Turpentine)

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For guest or sponsorship inquiries please contact Sam@turpentine.co

46 episoder

#Trading #Business News #Business #News #Natalie Toren #Byrne Hobart #Erik Torenberg