The Best One Yet

@thebestoneyet · Podcast

Latest segments

• The Alice Huang spy report, 2026-10-30
  Walks the Huang report as a screenplay
  Walks through the Times report as a screenplay: the Megaspeed surveillance, the whiskey photos in Taipei, and Trump's decision not to tell Huang. Frames it with a Cold War parallel and earlier AI espionage cases.
• WNBA Finals Game 6, 2026-10-29
  Explains the scheduling mess behind Game 6
  Walks through why Game 6 landed at brunch: the Hawks had the arena, the 22-hour rest rule, Game 7 in San Francisco and the no-games-on-Election-Day policy. Adds the Dream's Tuesday letter blaming the retiring commissioner, and reads the mess as a growth problem.
• Anthropic buys Mithril Medicine, 2026-10-29
  Recasts the acquisition as a solopreneur story
  Tells the acquisition as a solopreneur story: the anonymous @prof_oak_ turns out to be Cody Tranbarger, who ran 11 labs with Claude as his staff. Reads the deal as a reputation play, counting the word reputation 103 times in Anthropic's 326-page IPO paperwork.
• Cheesecake Factory earnings pop, 2026-10-29
  Breaks down the earnings and the menu math
  Works the earnings and the political cameo into a business case: the 21-page, 250-dish menu as a veto-proof marketing cost, $14 million per location, and a 2012 Harvard Medical School journal article asking whether the chain could model U.S. health care.
• Anthropic's IPO filing, 2026-10-28
  Adds the November listing target and S-1 details
  Pulls three more details from the S-1: no advertising, no video or image generation, and a reported target of the week of November 16 for listing. The page count is restated at 300, against the 400 and 335 already on the record.
• Marissa Mayer's Dazzle, 2026-10-28
  Interviews Mayer on Dazzle and the backlash
  Introduces Dazzle through Mayer's New York Times interview: the visual-first pitch, the mental-load framing, and the backlash over the daughter's three bullets. Stacks the founder and funding gender gap behind it as the commercial case.
• DoorDash-Instacart talks, 2026-10-28
  Cross-checks the deal against grocery market share
  Recaps the reported DoorDash-Instacart talks with a Godfather framing, then pivots to market share: Walmart leads grocery delivery at 31 percent, Amazon is second at 24 percent, Instacart third at 16 percent, and DoorDash is not in the report. The share figures are new to the record, but the segment stays inside the reported deal.
• OpenAI and Anthropic IPO economics, 2026-10-27
  Walks the S-1 numbers around Anthropic
  Walks the S-1 numbers for the winners around Anthropic: a $3.1 billion monthly compute check to SpaceX by December, Amazon's 1.84 billion shares at a $4 average, and $112 billion of cash as of June 30. Flags the missing Q3 and the 80% token price cuts since June.
• Anthropic's IPO filing, 2026-10-27
  Walks the front of the S-1 filing
  Walks the front of the S-1: the ticker ANT, the 325-page, 240,000-word length, the 'if managed well' qualifier and the word counts for catastrophic, existential and misuse. Lands on the governance structure - seven co-founders holding one F-share with 50.1% of votes, control shifting to a long-term benefit trust if five leave.
• Logan's accent contest, 2026-10-27
  Turns the Logan voice contest into a bit
  Turns the Logan airport voice contest into a comedy bit: Nick's rejected audition tape, then imagined accents for JFK, Baltimore, Dallas, Fort Lauderdale, Minnesota and Charles de Gaulle. The only hard facts are the 5,000 applicants and Wednesday's voting deadline.
• Meta's AI sales tax, 2026-10-26
  Runs a rapid-fire news block
  A rapid-fire news block: NASDAQ's worst day since June, oil at $116, Berkshire at a record, the McRib's return. The Muse stat is a restatement of the average purchase size and the share of users buying, already on the record.
• Warhound's $200M raise, 2026-10-26
  Covers Warhound's launch and valuation
  Covers the launch of Warhound, the Anduril-Colossal gene-edited military dog venture: the $200 million raise, the $1.2 billion valuation, CIA venture investment, and the shortage of serviceable US military dogs. Frames it as a gray-area business solving a national security gap.
• AI-found PHP flaws, 2026-10-26
  Reports the NSA's PHP patch warning
  Covers the NSA's PHP warning: the flaw found by an AI-using research firm, the public patch, and the estimate that only 30% to 40% of sites will be patched by Monday. Ties it to the Knicks phishing story as a cybersecurity lesson.
• MSG ring phishing test, 2026-10-26
  Recounts the fake ring email and its fallout
  Recounts banner night at the Garden and the empty ring boxes, then reads the fake complimentary-ring email and lays out the punishment: cybersecurity training and no ring for staff who clicked, reportedly ordered by James Dolan. Closes with the Cubs' Bartman and Red Sox's Nomar as contrast.
• Meta earnings preview, 2026-10-23
  Adds Zuckerberg's Wednesday California statement
  Walks through the Class C mechanics and the Prop 40 backdrop, then adds two on-the-record items: Zuckerberg's Wednesday statement that he stays in California regardless of the vote, and NYT reporting that he told the board he would list his Palo Alto house on September 13.
• Airbnb checkout chore ban, 2026-10-23
  Recaps the chore ban and the petition
  Recaps the chore ban and its November 20 start, then works the reaction: a change.org petition at 7,000 signatures, a 2% stock pop, and a theory that the rule is aimed at first-time Gen Z bookers. Stays inside the announcement.
• Meta earnings preview, 2026-10-22
  Recaps the fine in a news roundup
  Runs through the Meta fine in a rapid news roundup alongside Tesla earnings and a Pokemon card theft. Recaps the $25 billion order and the Cambridge Analytica link, and adds only that the stock rose 7% after hours.
• RAV4 supply crunch, 2026-10-22
  Retells the shortage with the hosts' numbers
  Retells the RAV4 supply crunch with the hosts' own numbers: down 29% this year, number six in US sales, two months of retooling and waitlists. Frames it as the Goldilocks value play, comparing Toyota to IBM, Walmart and Costco. Stays inside the shortage story already on the record.
• Stairway licensed for Narnia, 2026-10-21
  Reports the first Stairway licensing for Narnia
  A short fact segment on Netflix's Narnia trailer: the first-ever licensing of Stairway to Heaven, plus the Super Bowl Sunday release date. Riffs on how Gerwig pulled it off.
• Barclays floats Tesla-SpaceX merger, 2026-10-21
  Rounds up the SpaceX board and Tesla merger
  Rounds up the day's quick hits, leading with SpaceX's special board to discuss a Tesla merger - a recap of the committee news already on the record, with a note that both stocks rose. Netflix, Yelp AI and Jay-Z fill the rest.