{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Napkin Math","title":"Lego vs. S&P 500, The Claude Code Leak & Why Google Acquiring a Company Is the Best Signal to Build","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/02857f13\"></iframe>","width":"100%","height":180,"duration":3602,"description":"Sabba and Charlie are back with a packed episode spanning alternative asset classes, the growing wave of security vulnerabilities in vibe-coded software, and a deep dive into what it really means for Anthropic to be \"winning enterprise.\" They also break down the accidental Claude Code source map leak, debate whether angel investing is just an expensive hobby, and uncover a surprisingly massive opportunity hiding in the hay fever market.Timestamps:00:00 - Intro00:39 - Alternative Investing: Lego, collectibles & vintage tech vs. S&P 50017:10 - Cybersecurity: npm supply chain attacks & vibe coding security risks31:10 - The Claude Code source map leak37:58 - Anthropic vs. OpenAI: What \"winning enterprise\" really means40:19 - Ideas vs. Execution & the reality of angel investing49:43 - The hay fever market & the Breezometer opportunity","thumbnail_url":"https://img.transistorcdn.com/GSqM2o0Mo6pQ8uotfwL5Y_MGLA1zRgwW9kTzy0_mYg0/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9lNjQw/MDhhODg2M2U4NGJi/ZTNmNTYxODFhZDE1/M2EyZS5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}