Is ARR a Myth?

Episode SnapshotScott 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 Segment00:00:00 Headlines — The mystery week off, China revelations, talent wars00:01:19 Scott's Shenzhen dental disaster (cardboard water box incident)00:04:07 Limitless pendant returns + DIY AirTag hack strategy00:04:51 Talent acquisition mania: Alexander Wang's $15B vs Johnny Ive's $6.5B00:08:10 Apple intern's "LLMs are stupid" research paper00:10:49 China Deep Dive: Hong Kong's 4,000 towers vs Sydney's 5000:15:45 Manufacturing tour: half-price + not automated yet00:19:27 Dual-stack strategy: Huawei backend, Nvidia frontend00:21:09 Matt's Vegas conference intel—Premier partnership breakthrough00:28:42 ARR speed-running: quality vs viral growth metrics00:31:01 Impulse tool purchasing—the Hawk Tuah of SaaS revenue00:32:49 AI News: Google VO3 & Flow viral video generation00:40:28 Jensen in Paris: NVIDIA's full-stack Europe awakening00:46:28 ChatGPT tools integration vs Slack's data restrictions00:53:02 Perplexity Labs: Greg Eisenberg's 5-job replacement tweet00:58:00 Tool of the Week: ChatGPT Projects upgrade for client pitches01:07:31 Robot Rundown: Tesla $40K vs Waymo $180K robo-taxi costs01:13:14 Autonomous drones beat world champion human pilot01:17:19 Next Week Preview: Building Australia's own ShenzhenKey ThemesPeak AI Bubble Behavior – Buying talent without productsChina Manufacturing Dominance – Shenzhen's 40-year transformationARR Quality vs Quantity – Viral growth vs sustainable revenueData Ownership Wars – Big Tech fighting for your informationAI-Native Workforce – 18-year-olds eating everyone's lunchCustom GPT Enterprise Strategy – Turning AI into sales weaponsAutonomous Vehicle Economics – First principles vs bolt-on approachesResources & MentionsAlexander Wang / Scale AI ($15B Meta acquisition)Jensen Huang Paris GTC speechesChatGPT Projects tool integrationPerplexity Labs capabilitiesNotebook LM research synthesisTesla Robo-taxi vs Waymo cost analysisDJI autonomous drone championshipsBuilt 2 Scale incubator conceptAbout Built 2 ScaleFounders Scott Wilcox (construction/property) and Matt Perrott (BuildPass) explore startups, AI, manufacturing, and the intersection of physical + digital innovation. Fresh insights drop weekly.Follow & SubscribeYouTube: @built2scaleSpotify / Apple: Built 2 ScaleSocial: @built2scaleEnjoying the show? Rate us, share with a friend, and tell us your biggest takeaway on social.

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