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Scuttlebutt

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NBCUniversal's Matt Strauss says 80% of Peacock subscribers are on its ad tier
Robinhood's CFO on why retail, 25% of the equities market, deserves more of each IPO, Lead Edge on EBITDA that never turns into cash and Airbnb's CEO on…
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Betashares' AUM hit $95 billion this week, up from $90 billion days ago, says its CEO
5 takeaways: Why he predicts a "money personal trainer" in everyone's pocket, his case for a tax-free investing threshold, and why cost is the only…
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Tutor Intelligence's CEO: a 1% cost edge can flip an entire market to robots
6 takeaways: Why Tutor deploys robots into real jobs before perfecting a model, the 100-robot fleet in Boston, and why he calls this moment a "great…
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A company's EBITDA is $58M, $38M or $25M, depending who you ask — Lead Edge Capital
4 takeaways: Why token-maxing is AI's version of the old page-view metric, the EBITDA figure investors treat as real but isn't, and the worst kind of…
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"The highest in history": Robinhood CFO on why retail deserves a bigger IPO slice
5 takeaways: Why Robinhood amended its IPO filing for Anthropic, the $250M already in agentic trading accounts, and why prediction markets are leaving…
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100 engineers, and Legora's CTO still calls it way too small
5 takeaways: Why Legora can't see its own agent's work, how buying a law firm could fix that, why partners can't own people, and what AI frees lawyers…
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NBCUniversal Chairman on NBC: "In 17 days, we reached over 225 million viewers"
5 takeaways: How the Olympics proved streaming grows live TV instead of cannibalizing it, why Peacock leans on ads more than rivals, and the YouTube…
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Rival states will try to front-run the US on Bitcoin, says Alloc Init co-founder
5 takeaways: Why governments buying Bitcoin will need privacy, how Shielded Bitcoin hides transactions without a fork, and why no one wants to be the…
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Airbnb CEO: the morning after the $100B IPO, no one was in his house
5 takeaways: Why becoming CEO felt lonelier than the IPO, what Obama told him about staying grounded, and the $500 million bet on free housing nights
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A startup could build 95% of ChatGPT for finance, says OpenAI's financial services head
10 insights: why OpenAI dropped data connectors with 40%+ error rates, how human votes on pairs of slides train taste, and why its own finance evals…
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Good American CEO: a $1M first day set the brand up to fail and cost it its culture
11 lessons: why rivals poached her staff with $150K raises, how swim and shoes flopped, and why she calls personal branding the biggest waste of time…
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Bending Spoons' CEO says AI writes 94% of its code, up from 0% two years ago
Coinbase's Base creator on $100M of tokenized-stock trading in a day, Bitwise on a $197K Bitcoin fair value and why a $100M seed round caps a $1B exit…
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