Luke and Dolapo are back, covering everything from courtside economics to the messy truth about AI productivity.

They kick things off with the buzz around a potential NBA expansion in Las Vegas, breaking down franchise valuations and why so few cities can realistically support all four major sports leagues.

Then things take a sharper turn into tech, unpacking the controversy around Super Micro’s co-founder and allegations of chips being funneled to China through shell companies.

To close, the conversation shifts to AI and productivity, from a wild story of someone using AI to help cure their dog, to the bigger issue: most companies don’t actually understand their own productivity metrics. And if you don’t know how productivity works internally, how can you measure what AI is really improving?

Wisdom of the Day:

You can’t optimize what you don’t truly understand, and most people overestimate both.

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