Issue No. 43Week ending Sunday, October 25, 2026663 episodes · 2924 articles
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BusinessTBPN

Moderna Drama, AI Drama, Housing Drama, Gold Drama

Also discussed: Palmer Luckey

John Coogan and Jordi Hays discuss Moderna's leaked cancer trial results and a bizarre influencer options trade, before interviewing Summit Sotheby's CEO Thomas Wright on luxury Western real estate dynamics and AI listing controversies. They then host Kyle Schiller of Marathon Fusion on producing medical isotopes and gold alongside fusion power, followed by Steven Schwartz detailing Whop's $205 million funding round, and end on Palmer Luckey and Ben Lamb's bioengineered defense venture, Warhound.

Key takeaways

  • Schiller targets the tritium fuel cycle rather than waiting on pure plasma physics breakthroughs to commercialize fusion. Read more →
  • Moderna paired its custom mRNA therapy with Merck's Keytruda to train patient immune systems against sequenced tumor mutations. Read more →
  • Whop raised $205 million from Sequoia and Shopify Ventures after launching in sneaker bot communities. Read more →

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