▶ 59:00 · $ALT · Apple vs OpenAI, Mustard Controversy, Mark Gurman, Alexis Ohanian, & Morgan Housel Join

episode briefing

Apple vs OpenAI, Mustard Controversy, Mark Gurman, Alexis Ohanian, & Morgan Housel Join

2026-07-13 · 5 company · 5 thematic

sentiment

5 bull0 bear0 neu

speakers

Reddit co-founder, founder of venture firm 776; early investor in women's sports (Angel City FC), track league (AFL), collectibles (Alt, college card company); articulates 'anti-AI barbell' thesis.

nico

Co-founder of Default (default.com), providing real-time data layer and semantic modeling for B2B companies to power AI agents. Raised Series A. Previously built inbound scheduling/routing tools for fast-growing startups. Company has logo tattoo culture.

mark gurman

Managing editor for Bloomberg's consumer technology team and chief correspondent covering Apple and consumer hardware. He reports on product strategy, devices, and the technology supply chain.

quote

“I was the lead investor in alt so marketplace which just had they just set a record for an all-time kaboom. It was like a $1.4 million for a one of one Wendy.”

—alexis ohanian

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