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Latest Episodes

The Opportunity I See in Amazon Blocking Meta’s AI Agent

Amazon locked Meta's new shopping agent, Muse, out of its store twelve days after launch, and Shopify opened about a million stores to it the next day. The brands thos...

The $1,000,000,000 Puzzle Game

A game where pigs ride a conveyor belt made its 20-person Istanbul studio worth more than $1 billion. How Pixel Flow went from a paper-and-pen test to more than a mill...

Roblox Just Copied the AI Game Startups I Mapped

A Roblox game about stealing eggs from pets hit six billion visits in nine weeks, three days before Roblox let players type a game into its phone app. Why the startups...

The $100 Game: The AI App That Pays You to Make Games

A Squid Game knockoff typed into a prompt box hit 3.5 million plays in four weeks on Astrocade, an app that pays makers $100 when it picks their game and then pays on ...

I Investigated the AI Astrology Business

Faladdin sells a million coffee-cup readings a day out of Istanbul at about 90% margin. The buyer rates the reading on how they felt when it ended, so a model that nev...

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