Episode #51: Ray-Bans, Apple Stock, and the Long Game of Power and Timing
In this episode of Stewart Squared, both Stewarts have a wide-ranging conversation that jumps from Claude and Anthropic’s aggressive move against OpenAI employees to the deep history of corporations stretching back to Rome and the East India Company, the mechanics of preferred versus common shares in venture capital, and the recent Figma IPO. Along the way, they contrast speculation and perception in tech markets with hard fundamentals, debate the trajectories of Meta, Apple, and Microsoft in the age of AI, and explore how accounting principles shape both businesses and governments. The…
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