13 May 2026Deel CEO Joins, Thinking Machines, OpenAI Joins, Anthropic SPV’s, Helsing $18B
Michael Burry Warns the Market's 'End Is Nigh'
Michael Burry's paid Substack declares 'the end is nigh,' arguing the market has 'jumped the shark,' with top 10 Nasdaq 100 performers up 784% over the past year versus 622% ahead of the March 2000 dot-com peak. He cites potential triggers including Iran, oil prices, and private-credit contagion while acknowledging his 'boy who cried wolf' reputation. The hosts debate whether to sell, with one deciding to offload Apple stock in favor of AI-infrastructure exposure.
Town Square: Raising, AI Spam & 'Mogging'
In Town Square, the hosts react to Signal's tweet that early-stage fundraising is narrative compression 'closer to stand-up comedy than finance,' plus the viral jester-dancing-for-the-queen VC meme. They revisit Growing Daniel's scheduled 90-day-old tweet predicting AI agents would flood iMessage, calls, and Gmail — which hasn't happened — and Alex Yablon's claim that LLMs will always sound like millennials, sparking a debate over 'mogging' versus 'maxing.'
Christos Chabelin on Airwallex's UK & Europe Push
Airwallex GM for UK & Europe Christos Chabelin describes the company's path from Australia and APAC to $280B+ in transaction volume, and its European momentum: ~1,000 new customers a month, 100%+ year-on-year growth, a $1B regional investment, the recent Germany launch, and Spain planned next. He explains why London is the biggest hub, the cross-border payments friction slowing SME global expansion, and the Arsenal partnership, including the Thierry Henry ad that drew 800K views.