FedEx
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Sep 6, 2026 by Anish Acharya · said 2 times in 2 episodes since 2024 · across every show →
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brought up most by Jeff Weinstein (1), Anish Acharya (1)
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2026 1 mention in 1 episode
Everything said about FedEx, oldest first
Sep 6, 2026 neutral
Most commercial problems are bound by physical constraints, not intelligence
“I think the other thing that's under discussed Lenny is, you know, how many problems are truly intelligence bound? Like if you add a, you know, a data center of PhDs working at FedEx or Domino's pizza, are they going to be like exponentially dominating supply …”