Mini Truck Boom, Kylie and Zuck vs Spiegel and RDJ, Europe Considers AC

What you'll learn

• 1 (01:36) **France trip recap** - Hosts describe heat wave, AC failures, and nicotine pouch ban as personal sabotage by Macron during high-stakes visit
• 2 (05:18) **Cannes Lions festival highlights** - Adweek presence, Vibe.com $1.4B Walmart acquisition, and shift toward performance marketing and creator economy focus
• 3 (07:48) **Creator economy structural shifts** - Andrew Ross Sorkin post sparks discussion on independence vs. consolidation, rising production costs, and trade-offs between solo creators and organizations
• 4 (19:58) **Smart glasses market update** - Meta's multi-million unit sales, new Kylie Jenner collab frames, and Snap's reported RDJ partnership contrasted with Apple Vision Pro and market skepticism
• 5 (37:34) **Meta AI strategy and internal shifts** - Mass reassignment of engineers to data labeling, focus on coding models, and experimental Arena prediction markets app
• 6 (56:59) **Russ Savage real estate listings** - Rockstar Energy founder lists five luxury homes for ~$300M targeting post-SpaceX IPO liquidity
• 7 (61:35) **SpaceX bond sale and yield dynamics** - $25B bond offering raises bubble concerns while X Money 6% yield product is discussed as direct-to-consumer capital raise

+ Full timestamped outline available in the app