Apple Folds & Meta Muses
Summary
Hosts Travis Hoyham, Lou Whitman, and Jason Hall analyze Meta’s new Muse AI app, debating its potential to declutter digital lives against significant privacy concerns and consumer friction. They also discuss Apple’s upcoming foldable phone, viewing it as an incremental improvement rather than a revolutionary shift. The trio uses a "time machine" segment to review decade-long growth metrics for Uber, Disney, Nvidia, Tesla, and Costco. Finally, they address rising interest rates and inflation, highlighting investment opportunities in TJX Companies and Howmet Aerospace despite macroeconomic h…
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