
The Best One Yet š ā70% Rule of Excellenceā ā Readingās business ROI. Vital Farmsā egg-troversy. Instagramās Big Tobacco suit. +PokĆ©monās AI test
22 snips
Jan 28, 2026 They dissect a TikTok scandal about orange yolks and the stock fallout around Vital Farms. They walk through how regulators, short-sellers, and online outrage police companies. They unpack a landmark lawsuit framing social apps like Big Tobacco. They highlight a reading-driven creativity rule and the idea of stacking 70th-percentile skills for outsized advantage.
AI Snips
Chapters
Books
Transcript
Episode notes
Pokemon As An AI Benchmark
- Tech teams now benchmark AI by how well models play classic games like PokƩmon to test reasoning and planning.
- No AI has yet won PokƩmon, making it a stubborn, practical stress test for models.
Viral TikTok Cracks Open An Egg Brand
- Vital Farms faced a TikTok-driven takedown claiming orange yolks come from turmeric and cheap feed, which dented sales and stock price.
- The hosts explain the company is a farmer co-op brand and stressed social media can punish firms faster than regulators.
Three Types Of Market Police
- Companies now face three market 'police': the FTC, Wall Street short-sellers, and online influencers.
- Only the FTC must prove allegations in court, while short-sellers and creators can still move markets quickly.





