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Episodes from The Rundown
Spotify Bets Its Podcast Future on Video, AI and Memberships (ft. Roman Wasenmüller)
Fresh off Spotify's Investor Day, Zaid talks with Roman Wasenmüller, Spotify's Global Head of Podcasts, about how a music company became a podcasting powerhouse. Wasenmüller traces it back to early consumer signals in Germany in 2015–16, the acquisition spree (Anchor, Megaphone, Gimlet, Parcast, The Ringer), and the exclusivity era that put Spotify on the map. Then he looks ahead: video podcasting as a discovery engine, distributing full Ringer episodes on both Spotify and Netflix, AI "personal podcasts" made just for you, verification for human-made shows, and a monetization mix spanning ads, Premium video payouts, and memberships.
Deep Dive: Can the SpaceX IPO Live Up to the Hype?
In today's deep dive, Zaid breaks down the upcoming SpaceX IPO which is on track to be the biggest in history at a $1.75 trillion valuationThe recent filing showed a company that's burning cash, growing slower, and looks very different from the rocket company you think it is. We get into all of it, the business, the numbers, the valuation, and whether retail investors are being set up as exit liquidity.
Dell Soars as AI Sales Explode 757%, Anthropic Passes OpenAI in Valuation
Market update for Friday May 28, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers:Stocks close at record highs as Wall Street bets on an Iran peace dealDell’s stock surges after a monster quarter, with AI server sales exploding 757%Anthropic raises $65B and passes OpenAI to become the world's most valuable AI startupMovers: NetApp rips on earnings, Gap gets crus...
Fed’s Favorite Inflation Gauge Comes in Hot, Snowflake Beats AI Doomsday Narrative
Market update for May 28, 2026.Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers:April PCE inflation hitting 3.8%, its hottest reading since 2023Meta charging for AI and rolls out paid subscriptions for Instagram, Facebook, and WhatsAppSalesforce beat on earnings but the stock barely moves Snowflake pops on a blowout quarter and a $6B Amazon dealFun fact: just 10 companies now mak...
Nvidia Bets Big on Taiwan, American Airlines Inks Starlink Deal
Market update for Wednesday May 27, 2026.Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers:Micron crossing $1 trillion in market cap Nvidia announcing a $150 billion annual investment in TaiwanAmerican Airlines picking SpaceX's Starlink for in-flight Wi-FiLululemon ending its messy proxy battle with founder Chip WilsonZscaler stock plunging after weak guidanceHow much Knicks Finals tickets are act...
Eli Lilly Goes on Vaccine Buyout Blitz, UBS Predicts Micron Stock Will Double
Market update for May 26, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers:why stocks keep ripping despite bond yields flashing warning signsThe latest on the Iran war and what it all means for oil pricesEli Lilly's $4 billion vaccine shopping spree and the next-gen weight loss drug analysts are calling "surgery in a syringe"Uber's $11.6 billion bid to take over Eu...
How Applied Digital Became the Landlord for Big Tech’s AI Buildout
AI data centers are becoming the backbone of the global economy, and Applied Digital CEO Wes Cummins says we’re still in the early innings. In this episode, Wes breaks down how his company went from building crypto infrastructure to making a massive early bet on AI before the rest of Wall Street caught on. He explains why hyperscalers like CoreWeave, Meta, and Microsoft are scrambling for power and compute capacity, why North Dakota unexpectedly became a hotspot for AI infrastructure, and why he believes data centers, not GPUs, will become the biggest bottleneck in AI. We also dig in...
Spotify Charms Wall Street at Investor Day, Anthropic & Microsoft Eye Chip Deal
Market update for Friday May 22, 2026.Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers:Spotify stock rips after AI music deal announced on Investor DayAnthropic working on custom chip deal with MicrosoftOpenAI preparing to file for an IPO very soonZoom beats earnings, raises outlook on AI momentumTake-Two confirms GTA VI on track for November 19th launch...
SpaceX Files for IPO, Nvidia Rides Chip Sales to Record Quarter
Market update for Thursday May 21, 2026.Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers: Nvidia's $81 billion quarter and why Wall Street wasn't impressedWhat Walmart's earnings reveal about the American consumer right nowE.l.f. Beauty is lowering prices while everyone else is raising themIntuit cuts 17% of its workforce and the stock tanksSome of the financial surprises fro...
Google Revamps Search for the AI Era, Target's Turnaround Gains Steam as Sales Surge
Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode:Google unveils Gemini 3.5 Flash, AI agent and a major overhaul to Search at its annual I/O developer conferenceTarget crushes earnings with its first positive same-store sales in five quarters and raises its full-year outlookCava defies the restaurant slowdown with 9.7% same-store sales growth and a raised forecastLowe's beats on earnings but stock slips as co...
Musk Loses Landmark Court Case Against OpenAI, Google & Blackstone to Create New AI Company
arket update for Tuesday May 19, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers:Bond yields hitting their highest levels in over a year and what that means for stocksElon Musk losing his $150 billion lawsuit against OpenAI and Sam AltmanGoogle and Blackstone creating a new AI cloud company to rival Nvidia and CoreweaveAmer Sports stock surging on blowout Salomon an...
Berkshire Hathaway Shakes Up Portfolio, NextEra Makes Biggest Power Acquisition Ever
Market update for Monday May 18, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Check out the Cerebras Deep Dive: (Spotify, YouTube)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers:What to watch this week from Nvidia, Walmart, and Target earningsNextEra Energy’s $67 billion deal to buy Dominion EnergyBerkshire Hathaway’s first major portfolio shakeup under new CEO Greg AbelWhy Cerebras is bouncing after its volati...