Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores
Aug 1, 2026 · 1h 37m · YouTube
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asr · 17,731 words · docs
0:00All right, everybody, welcome back.
0:01Welcome back to the number one podcast in the world.
0:05The core four, fantastic four.
0:07The original quartet is here.
0:10Did we peak at like number two or number three last week?
0:13Is that what happened?
0:15I think it was number four in the world.
0:18So, yeah, usually we're number one.
0:21U.S.
0:21trending.
0:22U.S.
0:22trending.
0:22We're usually number one globally, but yeah, and sometimes number four U.S.
0:26I forgot my Starlink, so let me apologize to everybody.
0:29That was a critical era when you're on the road or on the water, but you know, it'll be fine.
0:34I had five huge leads come in this week.
0:36The Glen Gary, Glenn Elizabeth.
0:37Five big enterprise leads.
0:38Enterprise sales is a bear because it's super chunky, but the deals are ginormous.
0:44Sachs, you got any advice for Chabat from your enterprise sales days?
0:47You closed some of those big seven-figure deals when you were doing Yammer.
0:51No leverage.
0:53Don't put on leverage.
0:55No leverage.
0:56No leverage will be the same of the show today.
0:59Leverage equals risk of ruin.
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