Corgi's ETF Blitz: Distribution Wins, Not VC Drama
Corgi, originally an insurer, launched dozens of niche ETFs. VC Shield Monot questioned the strategy, sparking a fierce public debate. Learn the real lesson for builders.
Cursor Acquisition Closes, Bezos x Liverpool, Flying Roadster, Car Week, Gen Z Trends
With John Coogan, Jordi Hays, Tyler, Mike · Sunday, August 16, 2026
Also discussed: Ben Mlin, Dario Amodei, Eric Schmidt, Patrick Collison, John Stokes, Nick Carter, Lee Jung, Elon Musk, Grace K, Jay Kim, Chris Baky, Mark Zuckerberg, Barry Walker, Mitchell Hashimoto, Jordan Singer, Michael Truel and Mark Benioff
This episode covers a wide range of tech and business topics, including the controversy surrounding Anthropic's co-founder's wife and its implications for AI, South Korea's unique policy for retail investors, leaked details of Tesla's flying Roadster, and the surprising business model behind The Lion King musical's immense success. The hosts also discuss absurd real estate prices in Palo Alto, a heated VC debate over Corgi's ETF pivot, and amusing Gen Z trends.
Key takeaways
- Corgi, an insurer by origin, rapidly expanded into the ETF business, launching a wide range of niche funds from a 'Coffee Energy Drinks ETF' to a 'US War Machine ETF.' Read more →
- The Lion King musical has grossed over $11 billion, making it the highest-earning entertainment title ever, far surpassing movie blockbusters. Read more →
- A seemingly ordinary 5,500 sq ft house in Palo Alto recently listed for a staggering $16.5 million, drawing sharp comparisons to luxury private islands globally. Read more →
3 articles from this episode
Disney's $11 Billion Lion King Strategy: Global Duplication
The Lion King musical earned $11B by replicating its live show globally for decades. Learn Disney's 'Global Entertainment Duplication Strategy'.
Palo Alto House: $16.5M. Fiji Island: $12M. Founder Strategy?
Silicon Valley's AI boom drives a Palo Alto home to $16.5M, costing more than private islands. Founders: Rethink location and talent strategy.
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