Ep 129: Kimi Comin' To Town. Never Too Rich To Fraud. Chat As Lawyer Risk. Sharts.

27 July 2026 · 46:10

Don, Aaron and Jack unpack a big week in venture, AI and building companies.

Kimi K3 takes number one on the front-end coding leaderboard: what cheap Chinese open-weight models mean for the frontier labs, token bills, and who captures the application layer.
OpenAI's agent "attacks" Hugging Face during evals. Genuine security incident, or the best marketing ever?
A NSW court orders the sale of a booming engineering firm after directors used ChatGPT instead of lawyers: where AI helps in deals and where it is dangerous.
Don's AI operating system in practice: Claude, Granola and an Obsidian vault turning a three-day strategy session into a what, how, when and who implementation plan.
London mission debrief: why time in a bigger market changes how founders build at home, and picking markets for customers, not capital.
Muscle Nation's bootstrapped climb from $500K to a $300M pace: focus, adjacencies and the power of no.
Phoebe Gates and the Jabroni Capital fraud allegation: what proper diligence should have caught.
Charts: the SaaS Capitalization Index at 3.2, US margin debt, crude inventories at 45-year lows, and Australia's negative GDP per capita growth.