Topics & People

An immigration policy that evaluates applicants based on skills and merit, intended to benefit the labor market and curb illegal immigration.

Secretary of Homeland Security, heavily criticized by Fetterman for his management of the border.

Governor of New York who enacted a moratorium on building hyperscale data centers.

Mayor of New York City who has raised alarms about the financial cost of housing bused migrants.

The extra yield investors demand to hold a longer-term bond instead of a series of shorter-term bonds, rising due to debt concerns.

Short-term spending bills used by Congress to fund the government, criticized for ballooning the deficit and masking pork-barrel spending.

Republican Congresswoman who voted to oust McCarthy, driven by concerns over spending discipline and trust.

Instacart
Organization

Grocery delivery platform that recently IPO'd, with its core business mechanics and advertising revenue analyzed by the hosts.

A financing round in which a company sells shares at a lower price than its previous valuation.

AirTable
Organization

A cloud collaboration service that acts as a programmable database and spreadsheet, noted as being underwater on its valuation.

Hoy Lou
Person

CEO of AirTable who reached out to correct the hosts' previous statements about the company's valuation.

A pricing model where a contractor is paid for all of its allowed expenses to a set limit plus additional payment to allow for a profit, which discourages cost-saving innovation.