Episode Details

Cap spends the opening stretch testing a new self-serve sponsor board for Coffee with Captain and explaining how cheaper placements could work without undercutting larger sponsors or confusing the audience about endorsements. Achilles later joins a longer conversation about Kaito AI’s new X data agreement and whether InfoFi can come back without reviving the same farming and timeline slop. Tesla’s AI spending enters later as the show asks when big product bets start producing reliable subscription revenue.

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