Welcome to episode 52 — one year of Skippy and Doogles! We start off with the show's special consultant popping by to give a holiday recap and some gift ideas. Then Doogles sadly revisits China Mobile, one year after its US delisting, as it prepares for its Shanghai listing. Skippy raises the recent Jack Dorsey vs. the VC world battle that's taking place over Web3, and Doogles uses that as a transition to a recent Tim O'Reilly piece called "Why it's too early to get excited about Web3." (<- hot take) Doogles gets angry about platforms taking away all his content over contract disputes, and they debate whether platform or content is king. Skippy and Doogles both express skepticism over a recent "talk your book" claim by crypto house Pantera Capital that crypto is the biggest asymmetric bet of this generation, and the last show of the year wraps with a discussion on why stocks based on storytelling are getting crushed right now.
