Zaid Admani
@AdmaniExplains
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Host of The Rundown podcast (@Public) Appeared in a Netflix documentary for 3 seconds
Houston, TX
Joined August 2017
The Fed has no option: Even as inflation hits 3%, the Fed MUST cut rates to "save" US consumers. Consumers are struggling while large cap tech stocks are soaring. More rate CUTS are coming into one of the hottest stock markets in history. Own assets or be left behind.
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Retention & contract size for AI products are accelerating, which signals AI is not in a bubble, says @arakharazian. "In 2023, the avg. contract for an AI product that the company was buying was $30k-$40k. We estimate the avg. contract will hit $1M next year." @tryramp
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We asked @figma's CFO Praveer Melwani about the new ChatGPT integration with OpenAI. Melwani explains the potential impact on user growth & hints at upcoming partnerships with other AI chat providers. w/ @AdmaniExplains $FIG
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Jassy making less than Trae Young?? Jassy needs to hold out for a better deal or request a trade
Amazon’s CEO makes at least $40.1 MILLION a year while the average Amazon worker makes less than $38k a year How is that pro-worker or pro-American? It’s time to put American workers FIRST
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did Zuck just sign Lebron to a max deal?
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Had a really awesome chat with Marc. It’s cool talking to someone on the inside of the AI buildout Highly recommend checking out the full interview on Sunday
Just wrapped up a conversation with @nebiusai CRO Marc Boroditsky. He calls $NBIS the AWS of AI & explains how the company gets to the front of the line for $NVDA's top tier chips. Full episode drops on Sunday. w/ @AdmaniExplains
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Morgan made me tear up during our conversation. I called my parents right after recording the show Will definitely be getting his new book Thanks again for coming on @morganhousel !
Went on @public's podcast The Rundown to talk about my new book, generational growth, immigrant goals, and more. Spotify: https://t.co/pQPJl9O2I4 Apple: https://t.co/9ZBwvM2xCT
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Went on @public's podcast The Rundown to talk about my new book, generational growth, immigrant goals, and more. Spotify: https://t.co/pQPJl9O2I4 Apple: https://t.co/9ZBwvM2xCT
podcasts.apple.com
Podcast Episode · The Rundown · 09/28/2025 · 34m
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.@kylascan says the rise of Fartcoin and Labubus is a symptom of a bigger economic problem. With homeownership out of reach, young people are searching for a substitute for the American Dream. This is getting depressing. (w/ @AdmaniExplains)
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.@kylascan calls big tech's massive bets on AI data centers 'monumental projects of hope.' If AI is a bubble that pops, Scanlon thinks the fallout will be worse than the dot com bubble. "It's not like Pets dot com where it just disappears overnight. You have trillions of
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Jerome Powell giving me "I'm sick of this shit" vibes at this press conference
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Coreweave's business model
CoreWeave said its shareholder Nvidia will buy cloud services with an initial value of $6.3 billion
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I've been a big fan of @dollarsanddata and his blog for a long time. Awesome to talk to him on the podcast on a side note: Nick could easily be a sports broadcaster or something. My man has an incredible voice
When it comes to building wealth, the younger generation increasingly feels the odds are stacked against them. Home ownership is out of reach, AI is threatening jobs, & the cost of living remains high. While the game may feel rigged for some, Nick Maggiulli (@dollarsanddata),
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Latest Deep Dive w/@AdmaniExplains is out now Deep Dive: Can Klarna's IPO Live Up to the Hype? $KLAR #klarna #ipo
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I’m not sure how much longer Nvidia can hang onto the Chinese market
The Nvidia story is all about China, but the clock may be ticking on its dominance in the country, says @gilluria. Luria tells @AdmaniExplains that $NVDA's trajectory in China will follow a similar path to Apple's. "Over time the Chinese market will go away from Nvidia."
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is $OPEN the next $PLTR? Had a great chat with @ericjackson
To build an army of retail investors, @ericjackson says the blueprint for $OPEN to follow is Palantir's Alex Karp, not GameStop's Ryan Cohen. "I would argue [Opendoor] already surpassed $PLTR as the #1 beloved retail stock." w/ @AdmaniExplains
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Learned a lot about ETHZilla and ETH treasury companies in this convo
.@ETHZilla_ATNF executive chairman breaks down the ETH treasury playbook w/ @AdmaniExplains. "We're going to be be right at the epicenter of bringing real world assets on chain through the combination of tokenization, codification & investment in ETHZilla." $ATNF
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