Elon's 1T Bounty, the Future of Wearables, Burry's Short of NVDA - re:Start Ep2
Mon Nov 10 2025
In this episode of the re:Start Podcast, Lakshya, Shashi, and Damon unpack a whirlwind week in tech and investing.💥 Michael Burry’s Big Short 2.0 — Burry bets against NVIDIA and Palantir with nearly $1B in puts, while Shashi doubles down on his NVIDIA-to-$10T conviction. Is this an AI bubble or just a healthy correction?🤖 Apple waves the white flag — Apple is reportedly paying Google $1B/year to use Gemini for Siri. Has Apple quietly given up on building its own AI future?🧠 The Cluey Kid chaos — The Gen Z founder of “cheat-on-anything” fame goes from viral rebel to awkward TechCrunch interviews. Is distribution really king, or does product still matter?🚀 Elon’s $1 Trillion Mars Shot — Tesla’s new pay package could make Elon the world’s first trillionaire if Tesla hits $8.5T by 2035. Is this visionary incentive—or billionaire excess?🎙️ Also in this episode:OpenAI’s shaky path to profit and whether Sam Altman is the next SBFThe coming wave of personal robots and voice-first devicesWhy Apple’s hardware moat might still outlast everyone elseIf you like deep dives on AI, tech founders, and markets that actually make sense of the chaos—this one’s for you.#ai #nvidia #tesla #openai #elonmusk #restartpod #samaltman
More
In this episode of the re:Start Podcast, Lakshya, Shashi, and Damon unpack a whirlwind week in tech and investing.💥 Michael Burry’s Big Short 2.0 — Burry bets against NVIDIA and Palantir with nearly $1B in puts, while Shashi doubles down on his NVIDIA-to-$10T conviction. Is this an AI bubble or just a healthy correction?🤖 Apple waves the white flag — Apple is reportedly paying Google $1B/year to use Gemini for Siri. Has Apple quietly given up on building its own AI future?🧠 The Cluey Kid chaos — The Gen Z founder of “cheat-on-anything” fame goes from viral rebel to awkward TechCrunch interviews. Is distribution really king, or does product still matter?🚀 Elon’s $1 Trillion Mars Shot — Tesla’s new pay package could make Elon the world’s first trillionaire if Tesla hits $8.5T by 2035. Is this visionary incentive—or billionaire excess?🎙️ Also in this episode:OpenAI’s shaky path to profit and whether Sam Altman is the next SBFThe coming wave of personal robots and voice-first devicesWhy Apple’s hardware moat might still outlast everyone elseIf you like deep dives on AI, tech founders, and markets that actually make sense of the chaos—this one’s for you.#ai #nvidia #tesla #openai #elonmusk #restartpod #samaltman