Does Uber Survive If Waymo Goes Solo? $TSLA vs $UBER + Procept BioRobotics $PRCT (E141)

Two gorillas, one marketplace — and Waymo just walked out the door. This week Luke and Krzysztof tear apart three King of the Jungle stocks with real money on the line, debate whether active fund management is structurally broken, and wade into the most confusing rights offering either of them has ever seen. Buckle up.

💀 Fundsmith, the legendary UK fund manager just abandoned his own principles — and Luke says it proves you should NEVER give your money to an active manager, no matter how good their track record 🤖 Waymo ditched Uber's platform to go solo. Luke owns $UBER. Is his entire thesis now in jeopardy — or is this actually fine? 🚗 $TSLA at 180x earnings: is it a car company, an AI company, or just a Musk narrative trade? The hosts disagree on when, or whether, to buy 💊 Krzysztof makes the case for $PRCT (Procept BioRobotics) at near all-time lows and explains exactly what he's watching in the August 5th earnings call before he adds a single share 🎯 Down 40% on a position and refusing to add, Krzysztof walks through the discipline behind sitting on your hands when every instinct says buy 🎓 The Fundsmith collapse explained: why "do nothing" is the right strategy for YOU but a career-ending strategy for a fund manager — and why that misalignment matters ⚡ EOS Energy's rights offering has become a genuine disaster — death spiral mechanics, four-cent warrants, and brokers who have no idea what's happening. Krzysztof breaks it all down and tells you what to do RIGHT NOW if you're a holder

Segments: 00:00:00 Cold Open 00:11:00 Fundsmith's Fallure: Why Even the Best Fund Managers Crack 00:20:13 $PRCT Procept BioRobotics — Near All-Time Low, August 5th Catalyst 00:36:13 How to Sit on Your Hands When You're Down 40% 00:41:20 $TSLA Tesla — Car Company, AI Play, or Pure Narrative? 00:54:07 $UBER vs Robotaxi: Does Uber Survive If Waymo Goes Solo? 01:01:00 The Gorilla Problem: Why Krzysztof Isn't Convinced on $UBER 01:13:37 $EOS Energy Rights Offering Disaster — What Holders Must Do Now 01:23:11 Learning in Public: Why We Don't Delete Our Mistakes

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