All right, Kathy's, you know, we had a really nice discussion teasing what we're going to do today.
Obviously, by now, you may or may not know, we obviously announced our ghost fundraise and
you know, I think what we wanted to do today, we have Josh on here, Josh Kaplan, our co-founder,
and fellow Kathy. Yes, sir. We wanted to really talk about a couple things. One, like,
explain to people what we actually do. I think that'll be helpful because I don't really talk
about it. Talk about the fundraising process itself because I think that was quite fascinating.
And then lastly, really talk about how I think there's a lot of opportunity to be building with
or on top of ghosts today. Love it. I'd like to start with the question. Okay, so the initial
response and I'm sure we've seen it in a handful of group chats. When you see a headline number,
D in Josh, just rate $30 million. Yeah, everyone thinks you're filthy rich. Yeah. Right? Yeah.
Yeah, a lot of new phone calls. I got a lot of financial advisors. Let me tell you something
what we are not. The vultures are filthy rich. And that's both personally and the business because I
think even more so, what's more egregious is the amount of people that are soliciting us to spend
the money that we raised. Yeah. In terms of services and products, services, product, real estate,
you know, office space, things like that, like everything you name it, people are saying great,
you raise this money, you have to spend it all immediately. Where Charlene who runs our finance
is basically like, she like literally will call me out if I validated somebody. Those validations
are expensive. Yeah. She'd be like, who's Joe that came by? Like, he's one last week. Yeah.
I think the important thing and this is probably a good segue to, you know, this process is
how important capital efficiency is now in today's environment. And so $30 million is not, okay,
great, spend $30 million as fast as humanly possible to grow, which maybe there was a point in
recent history where that was the case. Now what it is is it's buying you runway to build a sustainable
business. And so we do believe that there is artificial growth that has to happen, right? That we
have to grow faster than what is natural in a business like this. But that's because we believe
this is a winner take all market. And so we have to do that in a way that's still responsible,
that's still efficient, that's still making smart choices and investments in the right areas that
pay off way later. And so for us, we don't look at this as great. We've raised all of this money.
Now we can sit back and coast. It's the opposite. Yeah. Yeah. I think a good starting point because
I don't know how many people listen to the podcast a year ago when you guys formerly talked about
ghost. First of all, what is ghost? Give like the 60-second elevator pitch. Yeah. And then second,
what's changed a year from a year ago to today where there's this like crazy interest and
access to capital where people are like run and go and solve this. Yeah, I mean someone I just
to give you, I'll explain to a ghost is, but after the headline, obviously new investors are
hitting us up. And we're not taking meetings generally right now, right? Like we raise a capital,
we want to be heads down building our business. And we mentioned that to someone today. He probably
doesn't listen to the podcast. Definitely doesn't because he doesn't live in America. This guy just showed
up. And he goes, usually everyone comes to me. I'm here. I won't like want to know what the hell you
guys are doing. And I think that is a testament that what we're building is obviously peaked a lot
of people's interest. So what ghost is is a private B2B marketplace. What does B2B mean? Okay, that is
the word B means business. I'm saying there's people that won't know. No, okay, I'm giving you
the fucking business. What is B2B? Okay, business to business. One business, selling to another business.
So not consumer facing. We are not consumer facing. You as the consumer should never come to our
site. Don't ask me what we have on platform. And yes, we have everything you could ever imagine.
We have it. And people ask me, I'm like, old Kobe's from you. Do not ask me. It's a busy
business. You go, I'll see. I do. So I think important. I'll take a quick step back
between you two. You know, DNI as as group chat listeners, no ran fashion brands for a number of
years. One of the biggest challenges that we had was inventory management, our demand planning,
being able to understand the full scope of our customer demand and meet it. We were not alone.
Every retail brand on the planet faces this issue. And it's probably the largest issue that they
face on a daily basis. The one that's most ignored. And the reason why is because there's an
enormous amount of complexity in the supply chain. And it takes a very long time to make physical
goods. And so you're predicting a year or two years out what you believe your consumer demand is.
And what ultimately ends up is more often than not, you're left with surplus inventory. Ghosts
solves that problem because we have built a marketplace, a B2B business to business marketplace,
where owners of inventory can list their goods. And then buyers on the other side can browse those
goods, make their offers and inevitably purchase them. And what's really special about our marketplace
is that it's built through a data-driven platform. So on the selling side, sellers have very
limited understanding of what the demand is out there for their products in the business world,
right? Whole-sale relationships. And they need to find new distribution globally.
On the buying side, buyers have very little transparency on what these products are worth in the
open market. And they have very little understanding of what other buyers are paying for these products.
We've solved that problem and that's how Ghost has been able to grow at the rate that we have.
And one of the key distinctions to there are people that have done things kind of adjacent to us.
A key element to our business is that we are a private marketplace. So we work with some of
the biggest best brands on earth and some of the biggest retailers on earth. Nobody knows where
who our suppliers are. It's very, very discreet in the way we operate. So to explain it, a seller
on Ghost is a brand, a retailer, a manufacturer, a distributor, a wholesaler, a bankruptcy.
Supply comes from all of these places. And so what we've done is aggregated like
the best supply across apparel, footwear, beauty, and home goods. Anything you'd find in a department
store? Yeah, just to break it down a little more simplistic for people that aren't in this industry.
So obviously we've been in apparel. So we've faced this for 20 years. So even at the peak of
young and reckless when we were the hottest brand in streetwear, you ordered five million dollars
worth of goods in a quarter. You could be the hottest brand. You're still going to have goods that
weren't sold. Yes. And this is what solves this problem. Yeah, where are those goods that aren't sold?
Go. And so right now, there's a number of options. It put Ghost aside. You can sell it directly to
TJ Maxx Burlington or Ross. Those are the three biggest players in the industry in America.
You could sell to what is called a jobber. A jobber is basically someone that offers
you pennies on the dollar for your inventory, but we'll take everything. You have a 10 million
dollars with a product at retail. They'll give you 900 grand for it, 91% off. They will take
possession of the inventory and then arbitrage it. They may sell 200 grand to Burlington, 500 grand
to someone else and God knows where it ends up. So there's no transparency. So it's very, very
scary for the best brands in the world to let go to someone that may put it in a channel that
could conflict with their full price business because that's all everyone's trying to protect.
And so what we're doing here is like we're giving full transparency and who the end buyer is.
We are also giving them a lot of a lot more access to buyers. So we aggregated the supply
and we've also aggregated the buying power. And so one man's trash is another man's treasure.
And so what people don't realize is that you may have a brand that is completely dead in America
and has excess inventory that someone in Korea wants it. Someone's in China wants it in Japan,
Middle East, in London, in India, in Africa, in Australia. There's so many markets now because
of social media, basically the same brands are popular everywhere now. And so people just need
access. The one thing that we have done is we've unlocked access. We've democratized access to
smaller and mid-sized businesses to get access to the supply. Well, before it was only access to
the biggest retailers. And what happened during COVID was the supply was so big that the biggest
retailers in the space couldn't take all of it anymore. Before you call Mary and TJ Maxx and she
just buys everything. It's all good. But when Mary says no, what do you do? You're going to
call Burlington. You got to go call Ross. You got to go call the 7,000 other people. But you
don't know them because your job at your company is to focus on the full price business. And so
there are very few companies where they have a team that focuses on liquidation. Like Nike has a
team, you know, Procter and Gamba is a team. So like they have a little bit more understanding of
all the alternate channels. Despite that, your example of Young and Reckless, let's take a brand
we don't work with them. It's public news on running. I would argue on running is one of the hottest
brands on earth. Last quarter, they announced publicly they have an inventory issue and they expect
margin compression because of their access inventory. So even them, I've got to call Roger Federer
get the intro. Yeah. Exactly. And so, so I think like what people don't realize is to your point
that even the best brand struggle with it. And they're all looking for alternate solutions of where.
Like there are people on Poshmark that do millions of dollars a month. They need supply.
Yeah. There are people live streamers in China that do millions of dollars a month.
There's power sellers on Amazon and eBay. There's so many places and all it is is access to the
supply. And so that is the big unlock of what we do. The other big unlock is we are solving for
all the problems I had as a founder. How do I find all the buyers? You know, hard is to find buyers.
We used to pay to sit at a trade show and pray to God someone to walk by us. That was our business
model. Can you imagine? Like that's the trade show business model. I'm going to pay a bunch of
money. We're going to sit there, get drunk with a bunch of people and hope they walk by our booth
the next day and they write us in order. That is a trillion dollar industry is retail.
It's based on what? Good produce. Great time. And so what we're trying to do is like what are
the efficiencies there? Like how do you aggregate the buyers? How do you, for example, you get a
purchase order today from a retailer? You're mega retailer in America. They are asking for 30,
60 or 90 days to pay you. This entire industry is based on immediate liquidity. If you cannot
offer an immediate liquidity, then you move on. So we finance that piece. So we're solving for a
lot of problems. You don't know how to route goods to a retailer. We've read every routing guide.
We can get your goods from any warehouse to any retailer. Yeah. Selling to explain the
selling to Macy's or packs on their specific routing and strict guidelines. The tag us be here.
The bar quit us to be here. And it's not just like simple as, hey, calling Macy's, you have to
be a credited vendor. Yeah. You have to like go through the process of paperwork that the amount of
the last year and a half, what we've done, which has given us the most is we are vendor with basically
every major retailer in the world. So we got me excited when you guys were
formulating the business before even launched was knowing how fragmented this market is and that
hundreds of billions of dollars gets transacted in this way. Yeah. And I can tell you from personal
experience through I've spent my entire adulthood in apparel. Yeah. I used to go to stairwells in
East LA and collect 15,000 cash. Yeah. When we needed money. Yeah. Selling denim. Yeah.
Like that is not very safe. Yeah. Yeah. Yeah. And it just seemed we didn't know any better. Yeah.
By the way, the industry hasn't evolved much since then. Because that's still happening.
Yeah. We're bringing like like the when when when you when you hear the business, everyone
always like, how come no one's done this? You know why? Because everyone's making money. There's no
like it isn't one of those industries where like needed to be disrupted, right? Like because
everyone was making money. And so all we're doing is bringing way more transparency, which is
extremely important to the brands. And I'll tell you like to piggyback on what you just said.
The reason why it hasn't been disrupted is a Stanford computer science grad. Yeah. Won't know
the intricacies of how this whole world works. Yeah. It takes two decades of being an apparel
and being a merchant to understand it. Because if you're going, you could do this business as just
a cash business, but to do it as a venture back business. Very different. And so one of the really
interesting pieces there is the scale. When you think about the volume of products that go into
every order, I remember one of our first investors, Equal Ventures, one of their associate
Simran, it came flew to LA and spent time in one of our partners warehouses. And she knows our
business and knew some of the orders that had been going through our platform. And I walked her
through this one hallway in the warehouse that for as far as the I could see was, you know,
dozens of pallets of sweaters. And she looks and she goes, oh, is like, are any of those sweaters
that one order to, you know, is Burlington or someone like that? I go, no, that's all the
Burlington order. And she's like, what do you mean? I go, no, the 45 pallets right there,
that's the one transaction you saw yesterday. And so when you think about compounding the
amount of inventory that goes into every single order, being able to then to your point about the
routing guides and the shipping instructions and the freight forwarding and the dock to dock and
the insurance and the financing that all goes into every single order, there's so much complexity
in what we're doing is we're removing all of the complications and all the friction that goes
into these purchases to eventually equate to buying the 45 pallets of sweaters with one click.
And so people don't appreciate, like, I'll give you the analogy I like to use is that
and a lot of Kathy's have businesses that sell online. And so think about how easy it is
to create a product and sell on the internet today. Like, you could do it within a day. You can
sign up for Shopify and someone could buy your shit tomorrow. Like, that's possible.
You cannot flip a switch and get into retail. It's impossible. Instead, you go hire a salesperson.
Salesperson, you know, jerks you around for two years. Get a guarantee and commission. Get
guarantee commission. And then they may or may not have those relationships. Likely aren't very
good. They're likely are not very good. And then you hope that they have the, you know, skill set
to get you into some retailers and get access and get in front of them. With ghost, you get in
front of retailers, snap of a finger. Like you were in front of retailers. We are like the most
powerful sales tool I've ever seen in our industry. Like you people are like shocked sometimes.
Like what we've done for them. I mean, we've literally moved a million unit order,
which is like a million units in one fucking transaction. It's, it's really crazy.
So you know, previously already raised a decent amount of money. Yeah. And a year later,
you raised a very large sum of money. Yeah. So what's the story that not many companies,
we have a lot of entrepreneurs obviously listen, raises much capital is you have in their entire
career. Yeah. And they may go their entire career without raising this much capital. What's the
confidence that you give an investor where they're like, we want to back you and hear 30 million
that's a large sum of money. Yeah. So I've been told you're rich. And especially,
you know, the other qualifiers like in today's environment, right? That's what everybody says.
I think if we were to look through the timeline and you think about each stage,
the seed round, the big takeaway was founder market fit, right? So you've talked about this. We
have 35 years experience in this industry between the two of us. We know this world. We know how
to solve the problems. We know the problems ourselves. We've experienced them. And it was founder
market fit in the town, right? The total addressable market. How big is this, right? Venture in 2021
is looking for big multi tens of billions of dollar potential exit, hundreds of billions,
hundreds of billions of dollars in a potential exit. Then the series A
was a moment in time where we had proven that there is appetite for this service, appetite for
this product. And what we needed to do was finish what we started, right? So we had early customers.
We had real revenue. We had recurring customers. And now it's all right. Great. You've proven that
this can work. Now prove that you can make it work. What we've been able to do that allowed us to
raise that series B is prove that our customers are having better and better experiences on
ghosts and they're coming back. Prove that word of mouth and referral is a sustainable go-to-market
strategy. Prove that there's margin in here for us as a business and for our customers. And prove
that we can do incredible hiring and team building because DNI can't just do this alone.
And what's the expectation post this round from the investors? It's big. Like it is
the numbers that we are kind of projecting for next year is put it like this. It's basically
25x of last year's. 25x of total gross merchandise value. Yes. Correct.
Which is enormous. Yeah. You're telling us. That's why D that's why D looks like yes and
slept in a week. And that's how I feel. And what's funny is is everyone's like are you relieved?
And I'm like absolutely not. I'm fucking so stressed out. Yeah. And it's a good stress because
it's exciting. Like we announced on Monday my phone is the who's who's brand of global brands
hitting me up now. And I think it was it's a it was a very important because I'm very
anti-press for the business because I really just want to build quietly because I know what we're
doing is special. Like I've no doubt my mind this thing is going to be the biggest thing. I think
what you know to Josh's credit he's like when you it does people still like the public validation
it makes them feel warm and fuzzy. It's like a box checked. Okay. They raised a bunch of money.
They they're in I basically forced him to do the article with tech crunch that's why
because I was very anti it and because I just don't want I want I don't want like someone said
like oh I don't want the attention obviously I do this podcast. I have no problem with attention.
I love personal attention but for the business I'm very protected. Yeah because it welcomes
competitive threat and you think all right if they're doing it right maybe we can try to
take a little piece of that pie. Yeah and if you try to take a piece of the pie I'll fucking bite
your head off. Let me tell you something. The next question are other competitors.
There's no one doing so the competition Josh always makes a great point. The competition is either
you work directly with these people today or you do nothing. There are people we meet
that have inventory if they can't get the price and the right distribution they do nothing.
The competition is actually doing nothing and by the way that's a very dangerous competitor
because it's so easy to ignore this problem. You do it till when it's too late and the problem is
like we look we have we're having success with high profile brands that is where high profile
retailers high profile brands and those folks generally do not have to do anything because they're
very profitable in the healthy businesses but the the story that we're telling them is if you do it
when you're hot you'll get a higher recovery rate. If you do it when you're not hot no one's
fucking with you. No of course. And then you're getting. Exactly. So liquidate with a very
and thing is is like there's so many alternate channels today whereas like it doesn't necessarily
need to end up at TJ Maxx. It can end up a thousand other places around the world that may value
your brand differently. You know when we were in apparel running brands like the biggest false
statement that I discovered after a handful of years is that manufacturers work on small margin.
Once you uncover it they're at 60-70% margin. Everybody's making money. And they claim it's like
oh we only have 10-20% margin. We can't negotiate in price. So that was like a very eye-opening
thing because that was the rule. Everyone just said oh manufacturers don't you have no
negotiating power. But there's like a billion manufacturers. Yes obviously. Then we're just
clearly cash being made. When I've watched you guys build this here's the new fall statement
that I've heard that I know is bullshit. High profile brands saying they just burn their
excess inventory. Yeah. That's the biggest little bullshit I've ever heard of. Your CEO that's
burning your excess inventory. You're a bad CEO. And I won't end the brand. Luxury brands
historically have destroyed product. French, Italian, luxury brands. It's very publicly known.
It is now against the law in the EU to do this. That doesn't mean you can't stick it on a boat
to good ol' Bangladesh and torch it there. And for luxury brands they actually have the luxury
of doing this. They can actually do it. They're so goddamn profitable. They have the margins. And to
their point if you could get a Birken at TJ Maxx it's not good for their business. Everyone else
I don't think and here's the interesting thing. We have sold massive volumes to discount retailers.
And I have very high profile brands. And I will call the brand immediately after I'm like
did this affect you in any way? Be honest. Did you get blowback? Did you get anything? And
no one has ever complained. And what's interesting is is I take a retail like TJ Maxx. TJ Maxx is
turning. If you ship them 200,000 units tomorrow they're turning all the 200,000 units in 30 days.
30 days. Brick and mortar. They're 10,000 stores. 200,000 units across. They'll be one small
two largest in each store. You know four extra large. It'll be gone. It moves so fast. So like
to the point is is like even if you're at a brand that's so high profile that you're like oh my
god we would never sell to those stores. It's so quiet and it's so fast. It does not go look
in TJ Maxx. Your favorite brand is in there. Of course. St. Laurent is in there. Gucci is in there.
These brands sell to these stores. Your favorite brand sells to these discounters.
Yeah. So I mean it's the exception not the norm. And you hear I've heard you guys this
conversations. The people that have I think they have to say that just to like create a mistake
around themselves. A lot of people still believe it. And the other big joke in clothing was your
big in Japan. We have no retailers in the US. Yes. That's one school. Yeah. By the way we're
going to help brands become big in Japan now. We actually doing it. We're actually doing it.
But yeah I think that's so the exciting thing you know the one of the things I want to call out
for Kathy's look if you work at one of these big brands you work at a big retailer you know
feel free. Please reach out. I think we can we honestly are working with the biggest. And so
we're very confident we can work with anyone. The other thing I would say is if you're at
Entrepreneurial Kathy I will tell you that building on ghost might be one of the biggest
opportunities I've ever seen in my life. What does that mean? Basically imagine if you could have
been a seller on Amazon 20 years ago a seller like you figured out that peep this market place
you could sell anything and you could build you know history as a successful seller like if you
have it like an asin which is a skew on Amazon that has thousands of reviews it's like a real estate
piece of real estate it just does business every single day right so it's a very unique
position to be in if you were selling widgets on Amazon 20 years ago and then eventually third-party
brands. Our industry we're not rocket scientists here like the game I play like Josh and his
side of the team is a product engineering that's different they're actually rocket scientists. The
game that I play we're hustlers it is a room full of hustlers and jokingly you live in and you live
in a very nice neighborhood and you told me you went for a walk yeah yeah I think people know
where you live. Kathy's definitely know where you live they know. The run club knows for sure
and so the point is you went for a walk one day with your neighbor and you said that everyone in
this neighborhood is in the off-price space including my landlord including your landlord is in
the off-price space why is that is because it's an arbitrage industry that's all it is think
about how many people like true the trading company of fucking medieval times ever trading companies
they're buying and selling spices yeah they it's the oldest business right it's like a merchant being
a merchant yeah today because there's so many channels to sell product you can open up a store
you could sell it on Mercari Amazon Mercado Lee but I think there's a bazillion marketplaces
ghost has the most insane supply and if you could figure out where to sell it a different country
a marketplace and we approve you as a buy here it's a literally fucking gold mine
and you just have to find a channel that our sellers will approve so where do people go
ghst.io and if they're a Kathy do they get expedited yeah put in your like description you're a
Kathy and we'll we'll take all the Kathy's to the top of the line and by the way if you saw the line
that just got formed over the last two days there's no guarantee you can't offer a discount or
you're going to offer an increased margin for a Kathy listener this is what we do on the
buyers for sellers haven't been on the pond I know why I forgot sellers I'll do a reduced take rate
it's good buyers you know we'll let's get you approved for us I'll figure out what to do
and then I have one final question um unless you guys want to wrap up on something else
the biggest question I think Kathy's want to know is are you now taking your credit card out
absolutely are you traveling with a wallet are you paying for meals I'll pay if it's a customer
I funny enough this came up like a few weeks ago where I forget where we were probably at the
and I don't know if you can need to bleep that out or not yeah you probably do
but the running joke for years has been that if we ever go to any of the Hwood spots
uh that D does not bring his wallet right yeah talk about it on the pod all the time and a few
weeks ago we had dinner with I think uh our bank and the check comes and D pulls out a wallet and I was
shook I was like oh my god and D's like yeah he's like you know we got this yeah and I look at him
I was like you're bringing your wallet around and he goes well you know for little series B
yeah it's a funny so the one thing I do want to touch on was the fundraising process
ultimately the fund that led the round is a firm called Cathay innovation
whom they are incredibly strategic yeah they're based in Paris San Francisco Shanghai they have
offices all over the world their investors if you go on their website are
the most prominent consumer companies in the world so think Luriao caring group uh
Anta and China Unilever and obviously strategically for us it's insane to be aligned with someone
like this firm Cathay I don't know what fundraising like was like like two three years ago um
we you know we we had a lot to tell you yeah you just like put a duck and say wherever Monday yeah
exactly right and your lawyer we we we went through we were very fortunate we had in our CRM
85 funds hit us up no outbound 85 funds hit us up the tier one names in the industry and
the amount of first calls second calls I see we had to do the level of diligence that was being
done in this environment was insane like they really really wanted to dig deep into the business
and understand it and ultimately why we and you know we ended up at Cathay was like they did
one they did the most work but they actually understood what we were building yeah and like
like they were they were a memo up on their site you guys want to read it Simon Wu is the partner
at Cathay uh who's actually from sign California himself and like him and his uh kind of partner
on the deal Brian that he brought on um very thoughtful like insanely well like I don't know
how would you explain it like yeah I would say well we've been very fortunate to have in the
entire duration of Ghost's life is investors our choice of investors for one so we're very
fortunate to have in our seed in our A and our B we've had the option to choose and optimize
for who we believed was the best partner at the time and so we had a haul from Eniac and Rick Zulu
from Equal in our seed round that were such incredible zero to one investors and helped us
understand how to get the business off the ground we got to choose Rebecca Caden from usv
in our series a who is one of the foremost minds in this size of a business and being able to
scale a business beyond series a to get to the promised land and usv um if you're not in tech it's
Union Square ventures the founders Fred Wilson who's known as one of the greatest
their fund is the best performing fund of all time their last fund yeah he's a legend yeah
and partially and thanks to us the next fund will be one of the best performing
of all yes absolutely but to get to sign in and Brian and the Cathay team
it was so impressive to us the depth of our world that they were able to get to and to truly
understand how complex this business is and what it takes to bring this business to the next level
and i'll paraphrase another investor of ours that had a really great metaphor where there are
many businesses that are a great idea that with great execution you can uh get pretty far
we are a jetliner that needs to get off the ground and start flying and we've just started to do
that but the opportunity is so massive that this is binary right either this is the biggest thing in
the retail world or it's not and so Cathay is the type of business the type of investors that
understand how big this opportunity is and what it takes for us to get there yeah very exciting
but yes it was not easy process was not easy yeah i mean the amount of phone calls we had to do with
investors meetings you know follow ups it was you know mentally it's it's taxing
and then by the way you still got to hit your numbers every month and run a business
around business yeah just a contrast environment of 21 so me and then he and Nas invests out of
Queen's Registration Partners it's our personal vehicle it used to be a fun yeah we're not nobody's
but we're not the biggest deal in the room yeah but people in tech know who Queen's riches
i have had multiple calls with founders they said i have 15 minutes at two p.m.
and say you have to tell me by six p.m. if you want to invest yeah that's what the environment used to be
yeah yeah let me tell you those people can't get five cents now sure i mean we went in there with
the incredible amount of humility and they wanted to know something we went to the work like
luckily we have an incredible team that helped with it love Amy on our team and Charlene on our team
like they like i mean i know i pretend i went to Harvard like it does make a difference if you
went to Harvard it's these people are so fucking smart they actually went to Harvard they actually
went to Harvard and do they have the flag in the office you know it's gone you know you know what
you know what you know what people who go to like Harvard it's a flag uh i went to school in Boston
i went to school in Boston i went to school in Palo Alto yeah i'm feeling i went to school in
philly it means you went to you didn't depend like they purposely if someone says they went to
school in Boston let me tell you they didn't go to fucking Babson or Boston University okay they went
to Harvard i don't want to be a part of this conversation so perfect segue um one last thing and then
i got to get back to work yeah because uh you know we got to do something with the series B uh
careers yeah kathies are a gold mine of very talented
we've hired some people we have hired kathies we've seen success with kathies
our website ghst.io slash careers has every available uh job description i will forewarn you
every job is in less angeles you are in office can you give a person on the team that they can
DM where they know they're gonna get response to uh whether it's a yes or no i mean we we check
the job board yeah it's like we're very active on it um and i think yeah every job is in L.A.
in the office if you live somewhere else be prepared to move because we just cannot have remote
cool congratulations guys thanks on yeah back to work back to work to you guys we have
a terrible announcement yeah it's a great interview
promised to judge indeed great job unfortunately with all that money we can't get a record button
uh we just recorded half of the rest of the episode i looked up at the screen to see how long
we had been recording i noticed we weren't recording i asked arey the attorney
if we were recording your ass record any of it it's a bad omen for his law school career
what's interesting is this one button record we do have someone you know potentially you know
it training or you're learning the the process to to replace him it's kind of like you know the record
button is yeah Josh we have a question can't do you know where the record button is i do i know
higher welcome to the team so what's funny is is you know when you're when the new iphone comes out
the old one stops working mm-hmm that's just what happened here oh that's yeah are you the phone
13 yeah we had some great content drama open the pod with ghost malone ghost
me to show good show he's gonna get a face tat now you're gonna drink bud light starts
smoking six well two beds everyone have a good weekend and just know we had a great episode we'll
see you later okay so let's we're gonna try to recreate the jokes that we had which were
fire because we started about talking about how india is celebrating being the fourth country
to blame on the second time my point was ad thinks it's fake so sure maybe they rented out the
same burbank soundstage that we did in the 60s yeah and it's not burbank by the way it's up look
out mountain okay i drove oh sorry yeah yeah thank you and i saw a lot of indian pride this morning
posting how proud they were the india landed on the moon and my commentary was like one of you
ever been proud to be the fourth best at anything yeah and the Olympics you have a gold medal you
have a silver medal and a bronze medal where's the fourth yeah especially the fourth country to
fake being on the moon it's also true that's less impressive imagine they had the hundred meter
dash or whatever and first second third tour across the finish line and then 50 years later
oh you know hundred year dash 50 years later the indian probably didn't finish that's also true
and they posted it you know we're very pro indian we push indian i push indian supremacy all day
before the guy net worth it's not good you should i mean like slum dog millionaire one best picture
yeah they want the fourth best picture no no they were first yeah they were first that's something
indian should be proud of yep 100 percent so you think slum dog millionaire is a bigger
accomplishment than by far okay it infiltrated American culture indians became cool yeah indian
started getting roles in movies and tv shows all the CEOs came after slum dog exactly we're
no indian CEOs before slum dog yep trailblazer plus it put the name millionaire next to slum
to you know i really like elevated your guys brand yeah it's just it's really great it's elevated
in indian culture that we were the fourth country to land on the moon and potentially not land
you're photoshop skills by the way the photoshop skills are the pictures are are very sketch like when i
look when i think about like if i were going to convince everyone i landed on the moon i would
have such a different story to tell like visually there's like this one picture perfectly flying
flag like i would show it raw because we know everyone takes maybe indian people don't know
everything's fake well tiktoks band yes they don't even know they get brainwashed they didn't even
get the conspiracy theories we do so that's what they really are they're just 50 years behind on
propaganda yeah we did it 50 years ago and now they're like oh we know how this works you
don't have to actually do anything just say you did it so indians won't even know get to see this
tiktok they will not they just hear about it we're guys they're going to keep believing yeah we
landed we're maybe india they're selling everyone in this first that's true they can be first on the
first three yeah they might yeah that's a good point well look i mean we love india we love
indians here on the pod but we got to keep it real when you love someone i think you be honest with
them and tough love yes the fourth yeah tough love the fourth to fake the moon landing just isn't
cutting it this week doesn't circle back and we'll see what we come up with next week and by the way
just like i mean there's like the indian government not like they don't have their poke you know
pulse on like the zeitgeist where everyone thinks everything is fake yeah like they found out
they'd be so much less they're like damn we've been losing for years we've been behind
no we don't have any of it we never got any idea well you in the previous episode we recorded
14 minutes ago you were mentioning what was the CIA oh yeah there's a video
that the leaked on twitter today might be it's an old video he was he looked like the 80s
and it's a CIA agent saying that he had thousands of journalists on payroll around the world
basically spewing american propaganda and that was part of his role in the CIA you have to have
a team that runs all the journalists rolling stone you know all the major publications and they
painted cubans as being terrible people to push the anti communist uh propaganda so that we it's
okay if we're out of Cuban missile crisis and you were wondering if we were we're all wondering
if he's alive still there's an old video yeah it's pretty brazen to say all this in a public
interview yeah and so your point is why the Indians have a better they yeah it's a better PR strategy
let me tell you something about the CIA that's so impressive it's probably one of the best marketing
agencies of all time thinking about how many movies and Hollywood are based off the brand is the
United States of America yeah the marketing department is the CIA the CIA is literally the the
agency of record for marketing of the United States and up until like three years ago I would say
we were the Hermes of countries yeah yeah I mean we still are yeah we still are the as good as it
gets yeah it's just you know we're having some trouble but you can't deny but imagine your
marketing department could kill people imagine how you know big tremendous job tremendous job if
your marketing department could like shoot planes out of this guy look I just want to say something
a little controversial maybe I don't want to get into an argument but I just want to say it is
on and I would argue okay here we go yep that the FBI pulling down posts from Twitter some that
have proven to be potentially accurate with our current information is the same as a CIA agent having
a rolling stone journalist on payroll it's still altering the message to get whatever your
decided point across is that's why that was so scary to me yeah I don't think that's controversial
at all okay I think I just didn't know if I was starting an argument with you or not and you're
people yeah might people yeah the what the wokes yeah wokes you know they don't like we never
talked about the Twitter files but I just to me the modern day all journalism is Twitter or social
media and knowing that there was a direct contact that said hey take this down take this down take
this down unquestioned it was taken down is very similar to a modern day version of saying hey
rolling stone can you write about Cubans being shitty you know like it's it's still altering
perceptions yeah when you open up your Twitter account are pretty much any news you have no idea
what you're reading is real or fake so when you were talking about the Lex Friedman Elon that
was not as the old episodes that was the old episodes yeah no that percent bring that up again
okay so here's another thing we talked about in the last episode is Lex Friedman did an interview
with Andrew Huberman which was very good I recommend everyone listen to it for total different
reasons just great combo but Lex right before the interview had just got done doing a jujitsu session
with Elon and he just happened to they didn't talk about it long but he just happened to mention
like a sound bite about Elon which is that Elon believes that the most entertaining outcome is
the most likely almost in a way it sounded like as like a simulation or like a
determinism like it's going to happen anyways so you might as well maximize it so
when they were talking about like the fight you know they're really going to have the fight at
the Coliseum and are they really going to he just simply tries to do the most entertaining
thing possible yeah so when you open up your phone and you start reading news like for example
in the sports world right now there's a lot of sports meme accounts that just are totally fake
but crack sports is probably ball sack ball sack but crack there's a bunch of these yeah they
so that's the story I should just be watching not what actually happened in sports it's funny
yeah it's entertaining yeah you'll have the most fun to to your point um if the entertaining
outcome is the most likely then sad to say this video of Yvgeni foregosen is real which is the head
of the Wagner group in Russia there's a video that just got released that his private plane got shot
down yep but just like crash fell out of the sky like we don't video yeah we don't know we didn't
see a missile we don't know but no there's a missile you could see it oh there is yeah oh my god
okay well there's a missile attached to the jet engine unfortunately that is the most entertaining
outcome um yeah you it's definitely clear it got shot down and there's a couple interesting things
about this story a just a recap he tried to coup Putin a month ago two months ago some
yeah but he was two hundred miles outside Moscow made a deal made a deal of Putin turned around
Putin waited for the dust to settle and then shot his plane down yeah and how brazen it is for Putin
to do this and not only do this but release the video yeah it was in Russia yeah that video doesn't
have to come out yeah I think he has to set a reminder yes and that that piece of the story
of what just happened makes me like feel like that this war is never going to end
he's now they just got an extra burst of energy because now everyone on twitter is like see Putin
we got to take him down Putin Putin it always amazes me that these guys they're this vicious and
just hostile killers are able to stay in power for as long as they have because they clearly
have enemies they've killed a lot of their enemies yeah people want to kill them but somehow
they're scot free you know in startup land you know as a tech guy now yeah they tell you
higher fast fire fast Putin plays by those rules higher fast service is killing nobody
geez the same he's ever for life now yeah this guy says so many enemies he jailed a lot of his
political opponents he's jailing CEOs but they're because they they never like step down that's the
key and same with mbs because what's that we jailed a thousand of his cousins I'd like to make another
right wing argument which I don't think is right wing you know what all those places have in common
no freedom of speech ladies and gentlemen only in goddamn America but even but how does the number
three not get a little ambitious it's a risk you're playing a fire but they must be really really
really like personable like imagine a country if try to imagine no social media no free speech
led by Donald Trump you could see people being like I mean look at how the whole Republican party
fucking went from getting trashed by this guy and battling him in debates and blah blah blah to all
just getting right in line and he did it in a free speech environment yes imagine if he was in
one of these other countries he'd be thriving he would be a perfect life yeah he's probably like
fuck man how come I can't shoot please also like more charismatic than a lot of these guys good jokes
yeah yeah I think the charisma win if you have charisma and you're absolutely ruthless I think
you can last a long time yeah he's a career entertainer he's been on TV for decades yeah
well RIP man RIP to coup Barrymore we lost them
that joke wasn't in the old episode that's so you're right that one just came to me you know that's
okay well I mean it's just gnarly man the fact that this guy yeah I don't know I don't even
know what to say but the thing that I think sucks is now you know I do think just my opinion I think
that like we got to take down Putin energy only leads us to like a very long very harsh war
and potentially nuke and I kind of felt like maybe we were gonna get over that and we were gonna
not go down that road but this feels like from the little I'm reading on social media everybody is
amped up to take down Putin now yeah I mean I don't know yeah we'll have to see how it all
plays out but this is insane content yeah who Barry Barrymore is incredible good title of the pod
yeah okay what else have we not talked about I mean we got earning yeah yeah we should talk
earnings we should start stock market okay this is all new content you have entered new episode now
new new this is our brand new episode today what's interesting is is Nvidia which is the semiconductor
company that particularly makes a GPU chip that is for the AI industry so previously Nvidia
had a monopoly on gaming chips crypto mining and now AI AI and you know basically six months ago
the world discovered AI like January I would say open AI released their chatbot December by January
was all the buzz and as all these companies started getting funded people are like okay let's take
a layer deep like we know let's let's invest in the pipes the picks and shovels and it turns out
there's only one company correct it's Nvidia they literally have a fucking monopoly yeah there's one
shuffle no picks yeah and and so it is Nvidia stock just starts going berserk it basically carries
America on its back I would say the American stock market is is on the back of Nvidia so this
morning and yesterday the only news that anyone cared about was Nvidia's earnings which released
right after the bell right after the fake old episode and the earnings are staggering
fucking bonkers let me just go through some of this yeah this bumped me out so much because this
is a trade like there was obvious trade it was the most obvious trade once Microsoft put the 10
billion into you know what I was going you knew they needed Nvidia chips yeah it was talked about
pretty openly too yeah we're all ideas yeah so revenue of 13.5 billion up 101% year over year
adjusted earnings up 429% year over year wait so just make that clear they did 13 and a half
billion in revenue 6.19 billion a profit and they're guiding for the next quarter because the last
time the stock pop last quarter is because they revised their guidance so high yeah and now they're
revising their guidance again another quarter later 28% above so with this tell you tells you
is that research analysts and the banks have no idea what the actual demand is from all these
companies yeah I was listening to an investor on a podcast talking about how they decided to go
long Nvidia because they had a private investing side and a public investing side and the question
was how do you use the private market to help you invest in the public market so that head of the
private market who's looking at all these AI companies was seeing that these startups went from
we need 10 million dollars with the GPUs to 100 million dollars with the GPUs it is over year yeah
so like oh I'm a genius let's go long Nvidia do you know how many people made a fortune just going
long Nvidia playing site yeah yeah we fucked up that was an easy one it was so obvious I mean at
your birthday your friends were like yeah just buy Nvidia they all said that that a man is
birthday yeah I mean I meant birthday yeah and that was March of this year you still would have made
a fortune fortune it was the easy the whole lunch was AI right you got really excited you got really
upset at that yeah well you know I don't want to talk about AI at lunch it's gross it is not proper
rule number one forks facing the right way 250% year-to-date ridiculous yeah we fucked up there
isn't even really like there wasn't really any risk even like the risk is like it only goes up
10% yeah yeah it was a pretty risk-free like high upside bet I love it I love it okay well hey here
we go okay so I just want to name some losers Nike but locker D sorry peloton just keeps getting
beaten a dead horse over here D should be billionaire you never need a series
be if he just listened to his own advice and shorted peloton you could have been your own series be
peloton shares drop another 30% after basically missing on everything right they actually beat
on sales expectations but they're still losing they lost 240 million dollars on 640 million
of revenue it's you know it unfortunately the internet and economics of this business does not work
shut it down shut it down yeah I mean I think the challenge is like it's a really tough
shift to turn around because of just the economics of the business at this point I I obviously was
very right on this extremely right yeah I would say I was right on this one yeah you were all
true right I um and I will I want to give you proper credit because I think when you were like
calling this out it was all time high the hot new product yeah yeah and and the reason look
everything is coming into fruition yeah like you have a I'm the I'm the I'm the I said the big
bike yeah I do my movie yeah I'm the Michael Burry of peloton except for like you're nothing
changing at the end of the movie Michael Burry is like I just predicted it and I he made $60
short in peloton it's so good um but but I think like like and and and my instead of the strippers
part and big short mine is everyone's just using it as a coat rack how about like you go into
up right now you're using it as a cover here's the best trade would have been long those
empty short peloton well I think that's ultimately what you realize in the fitness if you're betting
on fitness in america you will lose you should bet on the drug that makes you skinny yes
all day yeah no one wants to work out no there's an article I'll we'll talk about the next pod
uh what's the company Nova with the company that created ozempic uh yeah whatever it is they're like
a Danish company it sucks on fire the the the country the city is changing because of this
how much business and money is being generated it's a fascinating article we'll we'll we'll talk
about our next episode but like you know the bigger kind of theme that you're seeing with a lot
of retail stocks announced earnings and uh macy's uh footlocker uh Nike all these companies are
clearly showing in peloton too there is softness and consumer spend didn macy's and dicks weren't too
yeah dicks weren't too um um and I think the you could really do a lot of good headlines
dicks soft yes soft soft for dicks soft dick soft yeah dick dicks 30% smaller than last year
dicks don't hit expectations
oh man we should think about a little we could have our own little what's it called ball sack sports
or whatever we do yeah um not abracambi though yeah so consumer if you are doing what you did last
year the consumer is soft because they're not resonating abracambi reports earnings absolutely
crushes revenue crushes profit so so much more profitable than they used to be
and that just tells you that there is a consumer that's willing to spend but you got to put some
effort now before you did not have to put the effort and I think the that's the climate change we're
seeing is that like you really have to like you have to try really hard to get the customer's attention
now and that that's tough that's not easy and I think that's going to be what separates a lot of
these consumer facing businesses from from their peers like you got to innovate like if you're
macy's you got to figure out how to make your business more exciting to write out the storm
because by their tg max and ross they reported great record earnings stocks up at 52 week high
so people are spending you just have to give them a reason to spend yeah yeah the way that I see
it is like it used to be a game of like real estate and shelf space yeah because you just went to
the mall or you went to end whoever had the stores you know you could kind of gain ground there
as long as you were making good stuff where now you have to compete with the whole internet with
she in with anything you can get on amazon on alibaba what's hot on social media what's like it's just
you can't just sit on your real estate and expect to I mean check this out abracami expected revenue
of 842 million dollars for the quarter it came in at 935 million they did damn near 100 million
dollars more than expected this is like the Nvidia retail yeah I mean yeah you go olympic
hit up abracrombie yeah you're skinny now you wear abracami yeah okay well we should go long
here's a good trade long ocean front property nuts on a genius idea but if everyone's skinny
everyone's gonna be at the beach okay it's by a hot stand at the beach hot dog stand at the
beach or chilling yeah they still have to can't break the old habits got a new body same old habit
I think you could still eat while you're on a zempick I think you just say you have less of an appetite
yeah actually one hot dog that's six I think Oprah like didn't Oprah just lose a bunch of weight
mysteriously Charles Barker you lost 70 pounds on minjurna however you say that one
I mean it's just funny because you just see randomly these celebrities like Michael Rubin
he talks about publicly he's ripped I'll see people that I don't pay attention to and then I'll be
like damn they lost a lot of weight like celebrities yeah everyone's on it yeah yeah you're just
gonna see randomly all of a sudden people are skinny as shit um you know what good I hopefully in
the background there's not some weird data coming in over the olympic offices and they're pulling
an old sackler and you know hitting the paper shredder yeah look if this thing's relatively low
risk uh but here's the thing it does the positive is we know for a fact if you lose weight
you do you know yeah your comorbidities go down yes you have a lot less heart disease diabetes all
the other things because the doctors we know that are prescribing are saying it's way worse to be fat
than whatever the side effects are yeah exactly and so that's basically the life you know
and I have to believe like if you like your life more you can play with your kids you play with your
dog energy level yeah yeah you you don't miss the Nvidia trade yeah no you have all the
energy you're just like blazer sharp yeah yeah you're rich yeah all because of this one little pill
well I know someone asked if they could advertise on here something similar so there you go there's
your advertisement uh you guys want to wrap up winners losers content yeah do you who's your winner
the last week my potent potent that's fair on paper he yeah I mean he he got everyone's attention
and because he is a nuclear power what are you really going to do nothing hey what happened to
you know he might not have fallen out of the sky but don't take care of him so not saying we don't do
the same I'm just saying I saw a clip on tiktok the other day of Anthony Weiner being questioned by
Patrick Bet David about the Hillary Clinton death list you know there's like a list if you look
at online I'm like all the people close to the Clinton who have died yeah and it was pretty well
and it was a little bit dragged and conspiracy land is the obamas they seem they were like kind of
a beyond the conspiracy land in the last three months tiktok is absolutely nuts the death of that
chef just nine it's not good tiktok things that michelle is a transgender named big mic
and that obama's gay yes yeah and they're just mercen people out on paddle boards
it's what it got it went left real quick it was like when they go low we go high and then it's
okay they went and the show obama did not anticipate that you could go way lower yeah that was a
child's play um out of his winner my winner is uh as a product of ghost the LA startup environment
this is our backyard they just raised a lot of money from high profile funds and your employees
if they leave maybe they start companies they get funded yeah and I think it just helps the
city we live in to have great companies and talent that comes here you said you're only hiring
in Los Angeles so more smart people come to Los Angeles get high paying jobs from mr. credit card
D and uh I think it's good for the start I've gotten three Harvard kids to move to LA there you go
look at you helping out the LA economy yeah they're going to have little Harvard babies
yes smart little babies running around LA they're going to go to the lila they're going to help out
that all of a sudden Delilah has smart people because we know that's not happening right now yeah
um winner I'm gonna go full fight for my winners and losers my winner is Sean O'Malley I don't
know if you guys saw he had an incredible knockout he's the purple hair the purple hair yeah
he's the next Connor McGregor wow he's a superstar highest gate at uh
Boston at the garden other than
one year of the playoffs I think um wow and just wasn't expected to win whatever huge thing so
breakout star Sean O'Malley keep an eye on him what's your take on Dylan Danis love I love his
content Dylan Dan is always content yeah I'm gonna tie that into my loser I mean he's gonna lose
he's gonna get the shit beat out of him I think but um what's his background oh I know it's
can he try to beat him up yeah and then now Dylan and Logan are on this social media war yeah um
his rise to any notoriety was because he was uh Connor McGregor's jujitsu coach got it
so he's talented at jujitsu he knows it really well he could teach really well he didn't have a good fight
career uh yeah could be attacked him because it was him and Connor mainly talking shit to him and uh
but I just don't say I mean Logan's just too big and juiced up and ready to fight I don't know
I don't think Logan's anywhere near as good of a boxer as Jake is and that's not saying much
but I just think like I don't see how Dylan Danis wins that as an observer of social media and
it's obviously not my demo being that Logan and Danis kind of attract a younger demographic
than my age yeah from the outside looking in it looks like Logan's catching an L here not from
he's gonna lose the match yep just from the social media antics yep he seems like he's finally
been pierced yeah that was gonna be my loser of the week I think the timing was really bad because
Logan has been kind of dodging some bad like accusations and stuff you know like that he scammed
people with his NFT project and he this and he then he's just a bad guy but he kind of stayed like
just above you know like everyone really turning on him and I just think like this guy Dylan Danis
incredible content but he is just no relentless relentless every day and people are just kind
of rallying around like yeah you know what fuck that guy and I just don't think it's worth it man
I don't know what he makes on this fight but I think he's gonna lose more in the future
well I think it's really bad I think so too and I saw the press comments when you repeat it
people can go look it on tiktok pretty bad is this yeah it was a cloud show it was so bad
no but what Dylan was saying to Logan's face yeah yeah and I'm just saying even Logan like Logan
is responses yeah it's everything's entertaining yes someone's got to get knocked out I don't know
I just I don't see it being very and doesn't even sound like his brother Jake like some yeah no he
doesn't he just did a podcast saying he he hit his breaking point and uh can't fuck with him
anymore we're gonna keep your Ohio brothers together I know I wish I could uh so who's your
guys loser that was my loser D who's your loser my loser is Rudy Giuliani he got arrested and
booked today for involvement in the Georgia Trump kind of campaign shenanigans uh Rudy Giuliani
during 9-11 was like heralded a hero um he's like a notorious powerful attorney in New York City
that fought like against a mafia and like he was such a he was saying iconic positive he cleaned up
crime in New York he was an incredible um mayor while his time in New York City and he was beloved
now he's a clown show he's basically Logan Paul yes yeah and he um I didn't realize until
I watched Pinkyler he was one of the sackler yeah attorneys yeah guys a piece of shit huh yeah
yeah he fucked up he could have like after 9-11 sailed off into the sunset oh he was done he had
said and blowing his legacy he's likely going to jail yeah he's old as fuck so if we're doing the
most entertaining outcome is the right outcome yeah or is it the right or is it the actual outcome
uh most likely most likely Trump's president Trump's president Trump's and jail which is the best
entertainment yeah I think like I think jail escapes or sorry uh presidency escapes jail and just goes
on a four-year Dylan Dennis shit talking spree yeah that's the most entertaining and we got zero
percent interest rates yeah zero percent interest rates everything's rip in yeah
all right yeah five losers uh in talking him interest rates is the real estate environment
I've been talking about this for a while yeah one of my best friends has been in real estate
investing private equity for the last 20 years and he's been telling me this for six months
that for real estate investors not the regular economy he said this is significantly worse
than 2008 wow and he said in my career I've never seen anything like it but there's just not
capital available for any of these projects to get refinanced his interest rates are too high
and you have long-term debt on these projects and his explanation was like I actually don't know
what's going to happen because we've never had a zero interest rate environment where everything
was priced for over 12 years and then all of a sudden the rates are now 6% and they're not coming
down and they're not coming down for the foreseeable future they may come down to four yeah but
they're not coming down to zero yeah so all these projects are under water yeah
yeah what happens here man it just feels to me like there's a chain reaction that I'm not saying
I saw something today that eight hundred billion dollars of office values probably getting destroyed
seems like a big number huge pretty high seems pretty huge down you'll fix it don't worry yeah zero
interest rates parties back on who cares let the next guy clean it up you only got four years
it's actually a good model like you fuck shit up but you get the quick fix then you're out of
office and you get to talk shit about the new guy I mean I was in yeah that's great content do you
got content recommendations yeah it is the opening weekend of my favorite sport college football
oh I got one I got one that's gonna blow go I have so surprised you didn't pick this and I might
shock you with my recommendation keep going and my content's probably what your content is
is it Johnny fucking football no that's last week that's last week bro give it the time but yeah
I just I am obsessed with college football and I'm obsessed when we have the best team in the
country yeah which is USC and we take on San Jose State we'll probably win by 50 just destroy
them if they let Kayla play all four quarters one by 80 I don't think they will yeah he's gonna
yell by the third quarter yeah the whatever but I'm so excited for this football season like so
excited best receiver is best quarter back best everything yep
if we take care of this little pesky little crime issue LA is back yeah ghost is hiring USC is
winning makeers look good makeers look good okay by the way it looks like content
quickly happy birthday Kobe and it looks like
uh whatever the fruition I know Nike kind of was at odds with Vanessa Bryan it sounded like
and then they came to a deal but they're starting to release like shoes and things again pretty exciting
that's awesome yeah it's really cool yeah my content is uh the Florida Gators documentary on Netflix
okay I'm told swamp stories I'm on episode two I didn't start it in certain this weekend
that's where Josh was Josh undergrad at Florida during that time which friends with all those guys
friends with all those guys and the preview to the to the documentary there's four episodes
Tim Tiba American hero yeah this is pretty powerful he opens up episode two it's not a real spoiler
said when I first my first ever uh childhood baseball team and he's like I was eight years old
yeah and he names whatever mustangs or whatever talks the coach gives a speech and says we just
want to have fun everyone enjoy your time and he goes fun I want to win yeah this sucks I'm
not trying to have fun yeah and then that's how they open episode two that's good yeah fuck it's so
well done the the uh Johnny football one was so good then they followed up with this one I mean
yeah this one they're like a racing police reports players so they could play on Saturday it's
pretty cool yeah I love the links that we do to protect college football athletes there to me like
the last hope we have for America yep football we got AI chips and football
yeah it's not really something that's like uniquely ours you know yeah that's basically it
college football professional football okay good stuff uh that was mine too that's all we got we
got a shout out yeah we have a shout out from Haley Haley to Kingsley fiance well hopefully it's
not my Haley that's like this might be the announcement I'm on air I love the shutter about the
series B she was like the valuation is one what I expected uh love to do a shout out for my
fiance Kingsley she's a kick ass mom goes in above and beyond for our community and I'm so happy
we met five years ago I'm proud of you for going back to finish up your BA and excited to see
what our future holds you supported me in pursuing so many of my dreams don't forget I'm always
here as your journey as you journey on your own side note remember the group chat gang will
always keep you awake when the music fails from experience love Haley hmm I love these like
thoughtful shout outs yeah and I wonder what happened there like is this person taking long
drives and needing to stay awake oh yeah maybe wake up maybe can't sleep wake up can't sleep
hey for your sleep I mean I mean maybe she's a UPS driver and she's rich yeah yeah would you
say if you're sleepy you might be able to come present yeah damn brother you're doing your
woke on woke violence over here that's it yep all right hello an episode we just did two episodes
and they were both great you'll never hear the first one yeah the secret
the second one last days last days last days hope everyone has a great rest of your week hope you
have a great weekend uh peace out no intro no intro life see you later
go