Tesla vs. Mark Rober, Google’s $32B M&A Bet, & XRP’s SEC Victory | E2100
Today’s show: Mark Rober's FSD drama, Google’s massive $32B M&A bet, and XRP’s SEC victory. Jason, Lon, and Alex break down the internet firestorm over Mark Rober’s viral Tesla test, why Google’s Wiz acquisition could spark a new M&A wave, and what the SEC dropping its case against XRP means for crypto’s future.
(0:00) Episode Teaser
(1:27) Show intro
(2:01) Jason's skiing trip and Tesla stock banter
(3:00) Criticism of Democratic party’s approach
(5:44) Discussion of Mark Rober's Tesla and lidar video and autopilot vs FSD
(8:00) Mark Rober's response and debate over his relationship with lidar CEO
(9:56) Gusto - Get three months free when you run your first payroll at http://gusto.com/twist
(11:02) Further criticisms and analysis of Rober's video and audience expectations
(19:41) Suggestion for Rober to redo the test and video title accuracy
(20:07) Northwest Registered Agent. Form your entire business identity in just 10 clicks and 10 minutes. Get more privacy, more options, and more done—visit http://northwestregisteredagent.com/twist today!
(21:38) Accountability and public reaction to Rober's video
(25:00) Potential fallout, personal consequences, and stock impact
(29:58) AdQuick - For TWiST listeners - AdQuick is waiving their fee on your first campaign. Visit https://www.adquick.com/twist
(31:18) Personal investments and conflicts of interest
(33:25) Wiz acquisition and implications for M&A market
(37:28) Calculation of returns and LP impact
(40:38) Benefits of M&A for society and antitrust concerns
(43:27) Examples of market cornering, price gouging, and cloud computing
(49:29) XRP and SEC lawsuit update and implications
(56:29) Proposed regulations for crypto projects and Trump coin
(1:00:21) The need for clear crypto regulations and potential for new projects
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Links from the show:
Mark Rober’s Philip Defranco interview: https://www.youtube.com/watch?v=W1htfqXyX6M
Follow Alex:
X: https://x.com/alex
LinkedIn: https://www.linkedin.com/in/alexwilhelm
Follow Jason:
X: https://twitter.com/Jason
LinkedIn: https://www.linkedin.com/in/jasoncalacanis
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(20:07) Northwest Registered Agent. Form your entire business identity in just 10 clicks and 10 minutes. Get more privacy, more options, and more done—visit http://northwestregisteredagent.com/twist today!
(29:58) AdQuick - For TWiST listeners - AdQuick is waiving their fee on your first campaign. Visit https://www.adquick.com/twist
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