🏝️ “Bread, shelter, caribbean” — Carnival’s sacrosanct cruises. Google’s space data center. Carnegie Mellon Miami’s $3B. +No-Phone-Zones
Oct 1, 2026 · 22m
Summary
Nick and Jack discuss three major business stories: the cruise industry's record earnings as vacations become economic staples, Google's launch of a space-based data center to solve power constraints, and Ken Griffin's $3 billion donation to establish a Carnegie Mellon campus in Miami. The episode also covers the trend of phone-free concerts, a new AI constitution, and Tesla's delayed Roadster.
Topics discussed
Intro, Q4 welcome, and Apple Podcasts fix
The no-phone concert trend and live event etiquette
Sponsor: ColoGuard Plus colorectal cancer screening
Carnival Cruises earnings and vacations as a staple
Google's Project Suncatcher: data centers in space
Sponsor: Scribe AI workflow documentation
Sponsor: Monarch money app
Ken Griffin's $3B donation to Carnegie Mellon Miami
Summary of the day's three main stories
Quick hits: AI constitution, Uber safaris, Tesla Roadster
Best fact yet: Fat Bear Week and the term 'bearish'
Outro, listener shoutouts, and birthdays
Sponsor: Perk travel and spend platform
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