Ricker and Bon

Two definitely-not-old millenials document their journeys to becoming internet-age trillionaires (inflation-adjusted). Follow on Instagram: http://instagram.com/rickerandbonFollow on YouTube: https://www.youtube.com/shorts/Z6QN68EeLR8

Ricker and Bon is a business podcast hosted by Adobe House Records, with 389 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Adobe House Records hosts Ricker and Bon, a business show with 389 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  Episode #438

  The Lakers' $12.5B Deal, AI's Data Center Backlash, and Goth Night in LA | Ricker and Bon #438

  Aug 17, 20261h 8m

  Ricker and Bon open with the platform question every podcaster eventually asks: how did Spotify win the culture war while Apple Music and Apple Podcasts still struggle to feel social? They get into discovery, desktop apps, short-form conversion and why technically polished products do not automatically become the cool products people use. The tech rundown starts with a proposed futures market for computing power and the economics of aging data-center hardware. That leads into SpaceX's expanding AI-infrastructure costs, Starlink growth and the question of whether spending on AI is outrunning the business paying for it. From there, the show detours into Silicon Valley, Blue Mountain State and An Extremely Goofy Movie: college nostalgia, Goofy's unemployment crisis, X Games-era Disney synergy and the surprisingly deep economics of a cartoon dog going back to school. The guys compare AI-assisted software building with traditional development, explain how GitHub keeps code and dependencies connected, and react to Google's enormous shared codebase spanning products such as YouTube, Maps and Waymo. If regulators ever forced Google to spin off YouTube, separating the technology could be as difficult as separating the business. Then the Lakers take over the show. Ricker and Bon work through reports of a $12.5 billion agreement involving Josh Kushner and Bob Iger, compare recent NBA-team valuations and sale prices, and debate what brand, location, ticket demand and taxes really mean when a sports franchise changes hands. Weekend hour goes to goth night at The OffBeat in Highland Park: dance music, warehouse afters, tortas, awkward approaches on the dance floor and the strangely perfect names Los Angeles nightlife gives itself. The transportation discussion pits Uber's platform strategy against Waymo's capital-intensive robotaxi operation and Tesla's long-delayed promises. Uber and Pony.ai want to deploy more than 2,000 robotaxis across five European cities, while the hosts argue that Waymo is already delivering the strongest rider experience in Los Angeles. They also cover Apple's China-specific AI model with Alibaba and the regulatory bargain required to bring Apple Intelligence into that market. From there, the conversation moves to beneficial-ownership reporting, anonymous LLCs and whether accountability changes when companies can hide the people controlling them. The episode closes on data centers and public backlash. The hosts argue that the opposition is not always anti-AI: data centers have become a visible symbol of inequality, infrastructure strain and a buildout whose long-term demand is still uncertain. 0:00 Cold open 1:23 Show open and podcast clips 8:09 Spotify vs. Apple 12:18 Compute futures and SpaceX AI costs 13:50 Goofy goes to college 24:36 Wrivid and AI workflows 27:42 Google's monorepo and a YouTube spin-off 32:51 The Lakers' $12.5B deal 46:04 Goth night at The OffBeat 52:34 Uber, Pony.ai, Waymo and robotaxis 56:25 Apple builds AI for China with Alibaba 57:16 Anonymous LLCs and ownership reporting 65:49 Data center backlash Follow Ricker and Bon: http://instagram.com/rickerandbon http://tiktok.com/@rickerandbon https://youtube.com/@rickerandbon https://open.spotify.com/show/0n1m0eR2sYZU2EFhSwlqX1 https://podcasts.apple.com/us/podcast/ricker-and-bon/id1367523204

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  Episode #437

  South Korea's Leverage Casino, SpaceX vs. Telecom & Timepiece Hour | Ricker and Bon #437

  Aug 9, 20261h 13m

  Ricker and Bon break down South Korea's leveraged-ETF unwind, SpaceX and Starlink's challenge to telecom, GPT-5.6 and agentic work, Christopher Nolan's studio move, Japan's yen problem, and a final Timepiece Hour on Seiko and Orient. They also get into Spotify's copyright crackdown, late-night DJ sets in Los Angeles, Snapchat and dating-app economics, Apple TV, Ted Lasso, and the Your Mom's House breakup. Music playback from the BONES “Seiko” segment was removed while the spoken setup, reactions, lyric discussion, and watch conversation remain. 0:00 Cold open 0:42 Spotify's copyright crackdown 3:59 Weekend DJ adventures 10:55 Weekly tech rundown 14:06 GPT-5.6 and ChatGPT Work 19:05 South Korea's leverage casino 28:16 SpaceX and Starlink vs. telecom 34:54 Snapchat and dating-app economics 39:09 The Odyssey, Nolan and Universal 42:41 Apple TV's Ptolemy Grey 45:21 Ted Lasso and six-figure debt 49:20 The Your Mom's House breakup 52:12 Japan's yen and bond-market problem 58:48 Timepiece Hour 59:42 BONES' “Seiko” lyric breakdown — music removed 60:51 The mechanical watch collection 69:03 Orient and Seiko history

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  Episode #435

  OpenAI's Agent Escaped, Google's $5.9B Cash Burn & Apple's Smart Glasses | Ricker and Bon #435

  Jul 27, 20261h 10m

  OpenAI says an internal cyber-capability evaluation crossed the boundary it was supposed to stay inside and compromised Hugging Face infrastructure. We break down how the agent moved between systems, why the containment failure matters, and why it felt less like a benchmark and more like the opening scene of a science-fiction movie. Alphabet posted Q2 revenue of $119.8 billion, but the quarter also produced negative $5.9 billion in free cash flow after $44.9 billion in capital spending. The debate is no longer whether AI demand exists; it is how long the infrastructure payback takes when even Google can spend more cash than it generates in a quarter. That leads into the wider AI buildout: off-balance-sheet financing, power and construction bottlenecks, depreciating GPUs, and whether data centers will leave behind infrastructure as durable as railroads and telecommunications. Presearch also announced that it was shutting down, turning one abstract industry conversation into an immediate business question. Crypto was supposed to replace the banking system. Now BlackRock, Goldman Sachs, and other institutions have accumulated the assets, and the market increasingly resembles the financial system it once rejected. Marvel used Comic-Con to announce Ryan Gosling as Ghost Rider and David Jonsson as the new Black Panther. The conversation immediately becomes a test of whether anyone can keep Ryan Gosling, Ryan Reynolds, Nicolas Cage, Deadpool, and Ghost Rider straight. Christopher Nolan's The Odyssey earned $87 million in its second domestic weekend and reached approximately $639.6 million worldwide. Premium formats and IMAX are central to the release, which makes watching it later through TikTok clips the most disrespectful possible viewing plan. Warner Bros. Discovery sued Amazon MGM Studios over the hiring of HBO Max marketing executive Pia Barlow, alleging interference with employment agreements. Apple is also reportedly targeting a 2027 consumer release for smart glasses, reopening the argument over privacy, ownership, and whether a company should be able to disable hardware you bought. Before the headlines, we talk about the wedding that reopened the family question, the dorm assignment that made Ricker and Bon possible, dating at 20 versus 30, and the very genuine monotone. If you want a prize, send us a DM: instagram.com/rickerandbon tiktok.com/@rickerandbon youtube.com/@rickerandbon

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  Ricker and Bon

  Are We Getting the Foldable iPhone?

  Jun 28, 20261h 13m

  We talk the foldable iPhone, Michael Jackson's death, and Trump passports. Some other notable news:Micron delivered one of the most stunning quarters in semiconductor history, reporting roughly $41.5 billion in fiscal-Q3 revenue, up about 346% year over year, and guiding next quarter to about $50 billion with an 81% gross margin. The read-through is that AI has turned high-bandwidth memory from a boom-bust commodity into a scarce, contracted input for the next generation of compute.SpaceX's record IPO unwound almost as violently as it launched, with the stock falling 31% in four sessions from its June 16 peak and erasing more than $600 billion of market value. A 4.2% public float, a $20 billion bond sale, newly listed options, August lockup risk, and a $4.9 billion 2025 net loss all collided in one of the clearest market-structure lessons of the AI trade.Oracle disclosed about 21,000 job cuts and directly tied the reductions to AI adoption in its own annual filing, even as it expands AI cloud capacity through major data-center deals linked to OpenAI and Meta. China also reclaimed the world's-fastest-supercomputer crown with LineShine, an all-domestic CPU-only system that hit 2.198 exaflops under U.S. export controls.A fatal Tesla crash in Katy, Texas, reopened the self-driving accountability fight after the driver said he had been using Tesla's partially automated driving system and both NHTSA and NTSB opened investigations. Robotics funding added the other side of the physical-AI story, with about $55.8 billion raised so far in 2026 and Figure banking a $1 billion Series C at a $39 billion valuation.The runner-ups: FedEx beat expectations and completed the FedEx Freight spin-off, onsemi agreed to buy Synaptics for about $7 billion to push deeper into edge and physical AI, and UN Secretary-General Antonio Guterres pressed AI companies to disclose data-center emissions, water use, land use, and energy sources. The 30,000-ft view: Q1 GDP was revised up to 2.1%, PCE inflation ran at 4.6%, markets repriced toward possible Fed hikes, Nvidia's Vera CPUs entered full production, and the mega-IPO pipeline still has Anthropic and OpenAI queued. If you want a prize, send us a DM: instagram.com/rickerandbon tiktok.com/@rickerandbon youtube.com/@rickerandbon

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  Ricker and Bon

  SpaceX's $75B Record IPO, Fable 5 Regulation & OpenAI's $1T S-1 Filing | Ricker and Bon #429

  Jun 17, 20261h 15m

  SpaceX priced its IPO at $135 per share on June 11 and began trading on the Nasdaq under ticker SPCX on June 12, raising roughly $75 billion at a $1.75 trillion valuation - the largest initial public offering ever, dwarfing Saudi Aramco's $29B record from 2019. The stock opened at $150, jumped more than 20% intraday, and closed its first session at $161.11, up about 19% from the offer price. With about 556.6 million shares sold, SpaceX instantly became one of the most valuable companies ever to go public and gave public investors their first direct stake in Starlink and Starship.The U.S.-Iran confrontation that has kept the Strait of Hormuz contested for months drove another volatile week in energy markets, with crude having spiked toward triple digits earlier in the standoff before easing back toward the mid-$80s as diplomacy gained traction. Roughly 27% of seaborne crude moves through Hormuz, and analysts have warned prices could spike dramatically if the chokepoint stays disrupted. By Friday, Iranian media described a draft deal that would lift oil sanctions and reopen the Strait, with reports of a possible signing in Switzerland as soon as the weekend - sending crude down about 2% to near $85 and lifting risk assets.OpenAI said on June 8 that it had confidentially submitted a draft S-1 registration statement to the SEC, the clearest signal yet that the AI leader is moving toward a public listing. Reporting puts the targeted valuation in the roughly $850 billion to $1 trillion range, building on the $852 billion post-money valuation from its March 2026 raise led by SoftBank and Microsoft. OpenAI has reportedly tapped Goldman Sachs and Morgan Stanley to lead the deal, with a possible listing window stretching from September into Q4 2026.At WWDC on June 8, Apple unveiled Siri AI, a rebuilt assistant with conversation history, personal-context awareness, a dedicated Siri app, and customizable voice and pacing - the long-delayed AI overhaul it has been under pressure to deliver. The company also showed iOS 27, refinements to its Liquid Glass design language, new family-safety tools, and the next macOS, named Golden Gate. The event doubled as Tim Cook's final WWDC keynote as CEO; John Ternus is set to take over in September.Tesla and Elon Musk's xAI unveiled a joint project called Digital Optimus, billed as the first major outcome of Tesla's roughly $2 billion investment in xAI. The effort fuses Tesla's humanoid-robot hardware and efficiency with xAI's reasoning models, and Musk said a user-ready version could arrive within about six months - targeting roughly September 2026. The reveal deepens the cross-pollination between Musk's companies and lands alongside a June 12 signal from Musk that Tesla's partnership with Nvidia is heading to the next level.Anthropic launched the Claude Partner Network - including a new Services Track and Partner Hub - and committed an initial $100 million to help consulting firms, professional-services providers and specialist AI shops deploy Claude inside enterprises. The company said it will expand its partner-facing team roughly fivefold with applied AI engineers and technical architects, and reported early traction of more than 40,000 firm applications and over 10,000 certified consultants. It is a clear move to win the enterprise layer, where adoption is gated by integration and services rather than raw model quality.If you want a prize, send us a DM:instagram.com/rickerandbontiktok.com/@rickerandbonyoutube.com/@rickerandbon

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