Episode 89
E89: Our Top AI-Proof Stock for 2025 + Investing in Mosa Meat
21 July 2025
This week, we're hunting for value in a world of stretched valuations and AI disruption:
đ Luke reveals why he's shifting focus to small-cap tech stocks (under $20 billion) as the perfect setup for a world after Fed rate cuts. Find out which companies are primed to outperform the giants đĄïž Why CTOs protecting their own jobs creates a powerful AI-resistant moat for investors in this critical software sector đŸ Wimbledon Wager Consequences - Sinner defeats Alcaraz, and Krzysztof wins a $1,000 bet! Find out which stock he forces Luke to invest in đ€ We unveil our latest cybersecurity stock, uniquely positioned to dominate in an age where non-human AI identities already outnumber humans 80-to-1 đ€ The META Dilemma: Patreon Steven asks the ultimate question: is it time to sell his outsized position in META? We break down the portfolio math and the key question you must ask yourself before buying or selling any stock $META đ„© Steak of the Future: Luke shows off his Mosa Meat shareholder swag and explains his investment at a âŹ200 million valuation. Why lab-grown beef with cultured fat could revolutionize both ethics and economics - from stem cells to Wagyu steaks at scale
Sources: https://www.meritechcapital.com/public-comparables/enterprise#/public-comparables/enterprise/valuation-metrics
Segments: 00:00 Cold Open - LLMs, Stock Markets & Existential Risk 01:04 Welcome & Small Cap Tech Thesis 05:38 AI Disruption vs Cybersecurity Defense 16:48 The Blame Game & CTO Psychology 19:09 Wimbledon Bet Reveal & EOS Options 28:22 Patreon Question: Steven's Meta Holdings 36:45 Investment Philosophy & Personal Conviction 37:15 Mosa Meat & The Cultured Future 45:05 CyberArk Analysis & Non-Human Identities 57:10 King of the Jungle Preview
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