Moderna Drama, WSJ Mansion Section, Genetically Engineered Military Dogs | Thomas Wright, Kyle Schiller, Steven Schwartz
October 23, 2026
AI Summary
5 min readModerna's Cancer Vaccine Drama, Genetically Engineered War Dogs, and the WSJ Mansion Section
Moderna's stock went on a wild ride this week after data from its cancer therapy trial leaked early, and a fitness-and-gambling influencer named Togi managed to time the crash almost perfectly by flipping his entire position from calls to puts hours before the plunge — after having two dreams about the stock.
The underlying story is more nuanced than the market's reaction suggested. Moderna's core idea dates back to a 2013 TED talk by CEO Stefan Bancel, where he promised patient-specific cancer drugs. For years the company was so secretive it required NDAs just to enter the building, and critics called it "the Theranos." But Moderna kept delivering. The treatment works by sequencing a patient's tumor, identifying unique mutations, and manufacturing an mRNA vaccine that teaches the immune system to attack those cancer cells. It's administered alongside Merck's Keytruda, an existing immunotherapy blockbuster.
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What you'll learn
- 1 (01:31) **Moderna Cancer Therapy Data Leak** - The hosts break down Moderna's leaked phase three trial data, the resulting stock crash, and the bizarre story of a vibes-based trader who timed the move perfectly.
- 2 (13:43) **Trump Says Sundar Talked Him Out of Renaming the Atlantic Ocean** - A brief, humorous segment on President Trump's claim that Google CEO Sundar Pichai convinced him not to rename the Atlantic Ocean.
- 3 (15:19) **Joe Lonsdale's CNBC Appearance: A Masterclass in 17 Seconds** - The hosts analyze Joe Lonsdale's recent CNBC hit, breaking down his visual branding, contrarian parenting advice, and elite word choice.
- 4 (20:35) **Scott Wu's Mental Math Party Trick** - A quick segment on the Cognition CEO's ability to do complex mental math on the fly, specifically the trick of making the current year out of eight cards.
- 5 (23:07) **Knicks Championship Ring Phishing Test** - The hosts discuss the wild story of the New York Knicks sending a fake championship ring email to employees as a cybersecurity phishing test.
- 6 (31:33) **Ad-Supported Cars and the Future of Windshields** - The hosts react to a video of an ad projected onto a car's windshield, predicting a dystopian future where autonomous vehicles are ad-subsidized.
- 7 (33:14) **Apple's "Brain Rot" Device and Product Stumbles** - The hosts critique Apple's recent product launches, including the iPhone Duo foldable, calling them "mid" and "uninspired."
+ Full timestamped outline available in the app
Show Notes
- (01:30) - Moderna Drama
- (13:50) - 𝕏 Timeline Reactions
- (55:07) - Thomas Wright discusses his role as CEO and principal broker of Summit Sotheby’s International Realty, drawing on decades of experience developing luxury real estate businesses across Western resort markets. He examines Utah’s rapid growth, the diverging luxury and general housing markets, evolving buyer preferences, property-marketing strategies, and the ethical risks of AI-enhanced imagery.
- (01:18:18) - Kyle Schiller discusses Marathon Fusion’s efforts to commercialize fusion energy by solving fuel-cycle and industrial bottlenecks while rapidly increasing reactor power density. The company plans to make fusion more economical by producing gold and high-value medical radioisotopes alongside electricity, with Schiller acknowledging that significant scaling and engineering work remain.
- (01:25:01) - Steven Schwartz, co-founder and CEO of Whop, discusses the company’s $205 million funding round led by Sequoia and Shopify Ventures. He describes Whop’s mission to help entrepreneurs build sustainable incomes by providing integrated payments, advertising, business guidance, and financial infrastructure across fast-growing niche markets.
- (01:40:35) - WSJ Mansion Section
- (01:43:02) - Genetically Engineered Military Dogs
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