▶ 60:00 · $ALEXIS-TRADING-CARD-COMPANY · Ohanian acquires college sports card company betting on NIL-driven long-tail athlete monetization

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

alexis ohanian

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

“When you're the biggest LP in the VC firm you get to kind of do what you want to do... With trading cards, this was a a modest size company that was specializing in college sports. Obviously, NIL's changed the landscape of that. And this l…”

—alexis ohanian

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