Dial-Up Friends

Episode 9 - Andy & El Ant

1 h 29 min · 13. helmi 2026
jakson Episode 9 - Andy & El Ant kansikuva

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We catch up after the Super Bowl and talk about parties, what it was like being in the Super Bowl host city, and the whole marketing manager of it all. Ant gives a detailed breakdown of Bad Bunny’s halftime show and we also talk a little Industry Season 4 and get into an economy update touching upon consumer spending, AI companies and more.

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jakson Episode 10 - Andy & El Ant kansikuva

Episode 10 - Andy & El Ant

We catch up on Tahoe season and the subscriptionification of every consumer service, including ski lift tickets. Big updates about AI in the financial markets as well as entertainment updates with the Brits Awards 2026 and a long rant on rude crowds for shows in San Francisco. We also have a bonus deep dive on our favorite television show of the current era, Industry, as still reeling from the season four finale. Episode Links  * https://www.lennysnewsletter.com/p/marc-andreessen-the-real-ai-boom [https://www.lennysnewsletter.com/p/marc-andreessen-the-real-ai-boom] * https://a16z.com/the-techno-optimist-manifesto/ [https://a16z.com/the-techno-optimist-manifesto/] * https://shumer.dev/something-big-is-happening [https://shumer.dev/something-big-is-happening]

4. maalis 20261 h 55 min