Tribe Talkin' Ep 122: Hardware Vals Skyrocketing. Who Will Be Most Successful. A Lot Of Random Stuff. Sharts.

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

• Tank Stream Labs is coming to Brisbane, adding another home (and rooftop) for the local startup community.
• Budget fallout: start-ups call the CGT changes catastrophic as the 50% discount is scrapped, trust structures get messier, and the boys ask why the industry's story never lands with everyday voters.
• Leaving Australia? Edward Miller's viral take on why the complainers will stay, plus Michael Batko's tongue-in-cheek ESVCLP loophole.
• Jason Andrew channels Warren Buffett with an AFR ad for pre-1985 business owners, and reminds founders that your business is not your baby, it is a machine.
• Anthropic voids unauthorised SPV share sales, turning paper hundred-millionaires into plaintiffs overnight.
• OpenAI's drag-and-drop agent builder impresses Don, and the team trades Claude, Notion and Granola automation setups (Jack gets homework).
• Who will be most successful: founders who adapt to a fast-changing landscape and stay credible now that every pitch lives in the transcript.
• Sharts (charts): Anthropic revenue versus global GDP, semiconductor valuations going vertical, $18 potatoes, grip strength as a mortality predictor, and psilocybin taking on cocaine addiction.

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