
Is ARR a Myth?
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Scott returns from China with a chipped tooth and eye-opening insights into Shenzhen's tech dominance, while Matt reports from Vegas conferences. This week: Zuckerberg's $15B talent grab, Jensen's European roadmap, the reality behind viral ARR growth, and why Tesla's $40K robo-taxi approach might crush Waymo's $180K strategy.
Quick Episode GuideTimestamp Segment
00:00:00 Headlines — The mystery week off, China revelations, talent wars
00:01:19 Scott's Shenzhen dental disaster (cardboard water box incident)
00:04:07 Limitless pendant returns + DIY AirTag hack strategy
00:04:51 Talent acquisition mania: Alexander Wang's $15B vs Johnny Ive's $6.5B
00:08:10 Apple intern's "LLMs are stupid" research paper
00:10:49 China Deep Dive: Hong Kong's 4,000 towers vs Sydney's 50
00:15:45 Manufacturing tour: half-price + not automated yet
00:19:27 Dual-stack strategy: Huawei backend, Nvidia frontend
00:21:09 Matt's Vegas conference intel—Premier partnership breakthrough
00:28:42 ARR speed-running: quality vs viral growth metrics
00:31:01 Impulse tool purchasing—the Hawk Tuah of SaaS revenue
00:32:49 AI News: Google VO3 & Flow viral video generation
00:40:28 Jensen in Paris: NVIDIA's full-stack Europe awakening
00:46:28 ChatGPT tools integration vs Slack's data restrictions
00:53:02 Perplexity Labs: Greg Eisenberg's 5-job replacement tweet
00:58:00 Tool of the Week: ChatGPT Projects upgrade for client pitches
01:07:31 Robot Rundown: Tesla $40K vs Waymo $180K robo-taxi costs
01:13:14 Autonomous drones beat world champion human pilot
01:17:19 Next Week Preview: Building Australia's own Shenzhen
Key Themes- Peak AI Bubble Behavior – Buying talent without products
- China Manufacturing Dominance – Shenzhen's 40-year transformation
- ARR Quality vs Quantity – Viral growth vs sustainable revenue
- Data Ownership Wars – Big Tech fighting for your information
- AI-Native Workforce – 18-year-olds eating everyone's lunch
- Custom GPT Enterprise Strategy – Turning AI into sales weapons
- Autonomous Vehicle Economics – First principles vs bolt-on approaches
Resources & Mentions
- Alexander Wang / Scale AI ($15B Meta acquisition)
- Jensen Huang Paris GTC speeches
- ChatGPT Projects tool integration
- Perplexity Labs capabilities
- Notebook LM research synthesis
- Tesla Robo-taxi vs Waymo cost analysis
- DJI autonomous drone championships
- Built 2 Scale incubator concept
About Built 2 Scale
Founders Scott Wilcox (construction/property) and Matt Perrott (BuildPass) explore startups, AI, manufacturing, and the intersection of physical + digital innovation. Fresh insights drop weekly.
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