# Nvidia's AI Trade, Telstra’s Disaster, EasyJet’s Takeover Fight, Protein Mania, and TEG Loses the Plot

Page: https://stenobird.com/podcast/the-contrarians-with-adam-and-adir-6585229/nvidia-s-ai-trade-telstra-s-disaster-easyjet-s-takeover-fight-protein-mania-and-teg-loses-the-plot
Text version: https://stenobird.com/podcast/the-contrarians-with-adam-and-adir-6585229/nvidia-s-ai-trade-telstra-s-disaster-easyjet-s-takeover-fight-protein-mania-and-teg-loses-the-plot.md
Podcast: [The Contrarians with Adam and Adir](https://stenobird.com/podcast/the-contrarians-with-adam-and-adir-6585229)
Published: 2026-07-13T19:00:00+00:00
Episode link: https://omny.fm/shows/the-contrarians-with-adam-and-adir-1/nvidias-ai-trade-telstra-s-disaster-easyjet-s-takeover-fight-protein-mania-and-teg-loses-the-plot
Audio file: https://pdst.fm/e/traffic.omny.fm/d/clips/88b564ea-a9a6-4751-910a-a5d800019396/18a0368f-0322-48e4-8e5c-b2fa006bbc08/cd1bcf32-7e01-4f30-b585-b48600596cc1/audio.mp3?utm_source=Podcast&in_playlist=1afe037e-3381-4acc-afc1-b2fa006bbc35
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Duration seconds: 6564

## Resource

Adam and Adir discuss EasyJet and the economics of discount airlines, Telstra’s outage, Twinkies, protein mania, gambling, Norway’s sporting machine, work from home obesity, Nvidia and Fermi’s AI bubble, Bitcoin, TEG, Ticketek and Live Nation. Watch the Luton Airport Prank Video:  https://www.youtube.com/watch?v=Ya_LluCl16k Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/ See omnystudio.com/listener for privacy information. See omnystudio.com/listener for privacy information.

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## Transcript

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