• Musk Sues OpenAI for $134B, Berkshire Without Buffett, Spirit Airlines Folds | Ep.9 Show Your Priors
    May 5 2026

    Elon Musk drags Sam Altman and OpenAI into an Oakland courtroom over a $134 billion charity. Berkshire Hathaway holds its first annual meeting in 55 years without Warren Buffett at the helm. Spirit Airlines liquidates overnight, taking 17,000 jobs with it. Co-hosts Michael Nichols and Jason Thompson break down the strategy, finance, and management questions buried inside this week's biggest business stories.

    _Music by ThunderWof.https://www.instagram.com/apache_thunderwof_18/https://open.spotify.com/artist/4092jgp59goD4nZIL2mQw5

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    In the headlines, Microsoft, Alphabet, Amazon, and Meta committed up to $700 billion of AI infrastructure capex for 2026, with all four CEOs telling Q1 calls they are still supply constrained. Microsoft alone is sitting on an $80 billion Azure backlog it cannot fill for lack of power. Gary Marcus calls the spending out of control. We compare hyperscaler economics to the dot com bubble and ask which foundation labs survive a price war.


    Then the model wars. Moonshot's Kimi K2.6 ties GPT 5.5 on coding at 80% lower token cost. xAI shipped Grok 4.3 as a budget reasoning model. Is the frontier decoupling from the bulk market? Anthropic moved Claude security to public beta with CrowdStrike, Microsoft Security, Palo Alto Networks, SentinelOne, Trend AI, and Wiz embedding Opus 4.7 into their platforms. Does this kill the AI native cybersecurity startup category before it gets funded?


    We cover AI slop in peer reviewed research, where submission volume jumped 42% after ChatGPT. China blocked Meta's acquisition of Manus, signaling that AI capability flight is now a national concern. Trader Joe's faces a class action over caffeine content in its private label coffees.


    In the firehose, David Silver closed a $1.1 billion seed for a new superintelligence lab, AWS launched managed agents in partnership with OpenAI, Japanese airports started a humanoid robot pilot, Jane Street paid $4.9 billion in employee comp, and a new LLM called Talkie was trained only on text published before 1931. Outside the courtroom, Musk called most cryptocurrencies scams and triggered a selloff.Then the three main topics. First, the OpenAI lawsuit. Musk claims Altman and Greg Brockman stole his charity by pivoting to for profit, but emails show Musk pushed the same structure when he expected to control it. xAI is now a direct competitor, and Musk admitted under oath that Grok has been distilling OpenAI outputs. Is this principled or $134 billion of founder's remorse?


    Second, Berkshire Hathaway. The first annual meeting since 1970 without Buffett. Greg Abel walked into doubled profits, a record cash pile, and a stock trailing the S&P by more than 30 points since Buffett's retirement announcement. Abel told shareholders Berkshire would not do AI for the sake of AI. Can he carry the prior when so many holders believe Berkshire equals Buffett?


    Third, Spirit Airlines. Liquidation began this morning, 17,000 jobs gone, and a $500 million Trump bailout died from creditor opposition. The Iran war doubled jet fuel prices and the ultra low cost carrier model could not survive it. This is Spirit's third bankruptcy since late 2024. Frontier and Avelo are forming a coalition to absorb the routes.


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    https://www.youtube.com/@ShowYourPriors

    Chapters:

    00:00 Intro

    0:48 Headlines: Big Tech's $700B AI Capex Bet

    6:21 Frontier vs Budget LLMs, Kimi K2 and Grok 4.3

    11:43 Claude Security Goes Public Beta

    17:46 AI Slop and the Peer Review Crisis

    24:16 China Blocks the Meta Manus AI Deal

    30:59 Trader Joe's Caffeine Class Action

    35:00 Firehose

    52:00 Topic 1, Elon Musk vs OpenAI in Court

    1:06:18 Topic 2, Berkshire Hathaway Without Warren Buffett

    1:17:23 Topic 3, Spirit Airlines Liquidation

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    1 hr and 34 mins
  • Did Elon Just Buy Cursor for $60 Billion? AI Strategy with Scott Newton | Ep.8 Show Your Priors
    Apr 28 2026

    Papa Elon just slapped a $60 billion price tag on AI coding startup Cursor, and the structure of the deal is even wilder than the number. Is this a real acquisition or the cleverest IPO pump of the year? In Episode 8, Michael and Jason break down the SpaceX and Cursor deal, then sit down with their very first guest, strategy expert Scott Newton, to talk about what modern corporate strategy actually looks like in the age of AI.

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    Connect with Scott Netwon https://www.linkedin.com/in/scottbnewton/

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    Music by ThunderWof. https://www.instagram.com/apache_thunderwof_18/

    https://open.spotify.com/artist/4092jgp59goD4nZIL2mQw5

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    Scott Newton is a managing partner at Thinking Dimensions, a global strategy consulting firm, and has spent over 20 years advising boards, CEOs, and private equity on strategy and growth. He mentors founders at Techstars, leads the MBA consulting program at CIMBA, and holds board seats at Strategy Tools and Sirius. We dig into AI adoption inside the enterprise, why most corporates are stuck in pilot hell, the Kodak versus Fujifilm story, why European automakers are getting eaten alive by BYD and the Chinese EV wave, and what the board of directors needs to look like for a digital first company.


    Before the interview, we run through the headlines: Google is investing $10 billion in Anthropic with another $30 billion to follow at a $380 billion valuation, AI journalism and the Wire by Atticus, DeepSeek V4 dropping at less than 15 percent of OpenAI compute cost, Siemens humanoid robots running an eight hour shift in the factory, and new MIT and Penn studies suggesting AI chatbots may be eroding cognitive ability. Then we ride through a Drinking from the Firehose rapid fire round covering Tim Cook stepping down at Apple, Intel earnings, Meta cutting 10 percent of headcount, Microsoft offering voluntary buyouts, GPT 5.5, Codex, Volkswagen AI agents in China, Microsoft's $18 billion Australia deal, and Anthropic and Amazon expanding their compute partnership.If you care about AI strategy, corporate governance, venture capital, business model disruption, or just want to understand where the money is actually moving in tech, this one is for you.Connect with us:Subscribe to Show Your Priors for weekly conversations on business, strategy, and the ideas shaping the world.


    Clips Channel | https://youtube.com/@sypclips Spotify | https://open.spotify.com/show/7qz3G3XoOaSPpg2elfKmH3Instagram | https://www.instagram.com/showyourpriors/Threads | https://www.threads.com/@showyourpriorsTikTok | https://www.tiktok.com/@showyourpriorsX - Michael Nichols | https://x.com/m_g_nicholsX | https://x.com/showyourpriorsSubstack | https://showyourpriors.substack.com/Reddit | https://www.reddit.com/r/ShowYourPriorsPodcastLinkedIn - Michael Nichols | https://www.linkedin.com/in/michael-guy-nicholsLinkedIn - Jason Thompson | https://www.linkedin.com/in/jason-thompson-607b0b54


    00:00 Intro

    00:28 Headlines: Google's $10B Bet on Anthropic

    04:26 The Wire by Atticus and the Future of AI Journalism

    09:15 DeepSeek V4: Open Source at 1 Percent of the Cost

    14:55 Siemens Humanoid Robots Hit the Factory Floor

    19:33 Are AI Chatbots Rotting Our Brains?

    24:57 Drinking from the Firehose: Rapid Fire Headlines

    33:30 Topic 1: Did SpaceX Really Buy Cursor for $60 Billion?

    44:26 Topic 2: Scott Newton on Modern Strategy and AI

    53:00 Kodak vs Fujifilm and the Trap of a Great Business Model

    60:30 Why European Automakers Are Losing to BYD

    66:00 Pilot Hell: Why Corporate AI Adoption Stalls

    77:49 Education, Critical Thinking, and the End of Rote Learning

    88:32 Fun Closer: TQM and the Chairman's Circle of Excellence

    91:00 The Trait Every Leader Will Need

    93:21 Closing Thoughts


    Keywords:

    AI, artificial intelligence, Elon Musk, SpaceX, OpenAI, Google, Apple, Microsoft, Tim Cook, Meta, Intel, Anthropic, Cursor, Cursor AI, DeepSeek, GPT 5, Codex, Claude, Copilot, business strategy, corporate strategy, AI strategy, AI adoption, AI investment

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    1 hr and 35 mins
  • Stanford 2026 AI Index, SPACs Are Back with Chamath, and Stalin's Corporate Strategy Lessons | Ep. 7
    Apr 21 2026

    Episode 7 of Show Your Priors takes on three heavyweights at the intersection of business, strategy, finance, and technology. The Stanford 2026 AI Index Report, the surprise return of SPACs with Chamath Palihapitiya, and what Joseph Stalin's five year plan can teach corporate leaders about the targets sitting on their desk right now.

    We open with the headlines. Allbirds ditches its shoe business to become an AI compute company, and the stock rips 880 percent in a single day, while Michael Burry quietly loads up on beaten down SaaS names like Adobe, Veeva, and Autodesk. We talk vertical AI, thin wrappers, the next greater fool theory, and why the dot com bubble playbook is alive and well in the current AI hype cycle.

    From there we cover the US Air Force's new War Matrix AI wargaming tool, a federal judge ruling that your ChatGPT history is closer to a postcard than a privileged legal conversation, a Fortune report on how much of software engineering and customer support AI can already do, and Elon Musk's latest universal basic income pitch. If AI drives massive layoffs, who exactly is buying the next iPhone?

    The main topic is the 2026 Stanford AI Index Report. We dig into whether China is closing the gap on US AI supremacy, where private AI investment actually sits, why foreign AI researchers are not arriving at the rate they used to, the entry level squeeze hitting junior software engineers and customer support reps, global sentiment on AI as friend or enemy, generative AI adoption curves that outpace the internet, AI in medicine and digital twins, and where the data centers really are.

    Then SPACs. Chamath just raised another 300 million dollars to do it all over again. We break down what a special purpose acquisition company actually is, why the structure rewards sponsors before retail investors, what Virgin Galactic's chart reveals about the entire model, and why the 2026 version looks a lot like the 2021 version with better PR. Social proof, survivorship bias, caveat emptor, and why index funds keep winning the boring way.

    We close with Joseph Stalin and the Soviet five year plan. Why did top down targets lead to purges instead of productivity? And why does your annual corporate budget cycle rhyme with that same mechanism? Stretch targets, deterministic management, no excuses cultures, airbrushed CEOs, and the real reason big corporations struggle to innovate even when they have every dollar available to spend. If you have ever survived budget season, this one lands.

    Show Your Priors is a weekly business, strategy, finance, marketing, management, and AI podcast hosted by Michael Nichols and Jason Thompson. A prior is the belief you bring before the argument starts. Every week we show you ours.


    New episodes every week. Like, subscribe, and share with a friend who still argues for stretch targets.

    00:00 Intro00:43 Headlines: Allbirds AI Pivot and Michael Burry Loads Up on SaaS05:13 War Matrix and AI in National Defense07:52 Federal Judge Rules ChatGPT Chats Are Not Privileged10:47 Fortune Report: How Much of Your Job Can AI Actually Do12:33 Elon Musk, UBI, and the AI Layoff Paradox18:59 Main Topic: Stanford 2026 AI Index Report41:10 SPACs Are Back: Chamath and the Special Purpose Playbook56:52 Joseph Stalin, the Five Year Plan, and Corporate Targets

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    1 hr and 21 mins
  • Mythos - The AI Too Dangerous to Release | Data Center Wars + Will Vertical AI Die? | Ep. 6 Show Your Priors Podcast
    Apr 14 2026

    What happens when an AI model becomes so good at finding security vulnerabilities that releasing it to the public would be genuinely dangerous? That is the question at the center of this week's episode, and it turns out the answer reveals just as much about AI business strategy as it does about cybersecurity.Jason and Michael dig into Claude Mythos, Anthropic's unreleased model that has already demonstrated the ability to find zero-day vulnerabilities in major software at a rate that dwarfs anything previously seen. Through Project Glass Wing, a small circle of companies including AWS, Apple, Cisco, Google, JPMorgan Chase, Microsoft, and Nvidia are getting controlled access to use it defensively on their own infrastructure. Is this genuinely responsible AI development, a brilliant enterprise sales play, or a quiet move to invite the kind of regulation that raises the cost of competing? The answer is probably all three, and the conversation gets into exactly why.From there, the episode turns to the AI data center buildout and the growing backlash against it. Energy bills, noise pollution, farmland usage, and NIMBYism are all converging into a volatile political situation. But is the real problem the data centers themselves, or the bureaucratic gridlock that is making it nearly impossible to bring new power generation online fast enough? With China holding a significant energy cost advantage, the stakes of getting this wrong extend well beyond electric bills.The final topic is one that matters directly to anyone in business strategy, finance, or enterprise software: the vertical AI question. Can foundation models like Claude, GPT, and Gemini eventually eat the vertical AI and SaaS companies built on top of them? Or do the business model tensions, distribution realities, and domain knowledge requirements make that scenario far less likely than the bears believe? Recent research suggesting that foundation models are actually getting worse at long-term strategic reasoning makes this debate even more interesting.Before all of that, Jason and Michael cover the week's headlines: Meta going proprietary with Muse Spark after years of open-source positioning, Google quietly releasing a free AI dictation app that threatens the entire vertical of paid transcription tools, Anthropic surpassing OpenAI in annualized run rate, Intel joining Musk's Terrafab chip fabrication project, and the growing pile of controversy surrounding Sam Altman.Connect with us:Subscribe to Show Your Priors for weekly conversations on business, strategy, and the ideas shaping the world.Clips Channel | YouTube: @sypclips Spotify | https://open.spotify.com/show/7qz3G3XoOaSPpg2elfKmH3Instagram | https://www.instagram.com/showyourpriors/Threads | https://www.threads.com/@showyourpriorsTikTok | https://www.tiktok.com/@showyourpriorsX - Michael Nichols | https://x.com/m_g_nicholsX | https://x.com/showyourpriorsSubstack | https://showyourpriors.substack.com/Reddit | https://www.reddit.com/r/ShowYourPriorsPodcastLinkedIn - Michael Nichols | https://www.linkedin.com/in/michael-guy-nicholsLinkedIn - Jason Thompson | https://www.linkedin.com/in/jason-thompson-607b0b5400:00 Intro00:34 Headlines17:24 Claude Mythos and the Cybersecurity Threat31:00 AI Data Centers and the Energy Crisis46:18 Vertical AI vs. Foundation ModelsKeywords:artificial intelligence, AI strategy, OpenAI, Anthropic, AI business, AI investment, AI data centers, cybersecurity, AI enterprise, foundation models, vertical AI, AI energy consumption, Meta AI, SaaS disruption, AI regulation, technology strategy, AI infrastructure, AI market competition, AI podcast, zero day vulnerability, AI chip shortage, technology investing, AI venture capital, Claude AI, AI corporate strategy, energy grid, AI power, Sam Altman, semiconductor chips, AI startups

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    56 mins
  • OpenAI Buys a Podcast, Will AI Replace Coders, Can we learn from Xerxes? | Ep.5 Show Your Priors
    Apr 7 2026

    OpenAI just spent over $100 million on a podcast. Oracle let go of up to 30,000 employees in a single email. And everyone wants to know: is AI actually going to replace coders?In Episode 5 of Show Your Priors, we break down the biggest moves in AI, business strategy, and corporate management this week. We start with OpenAI's staggering $852 billion valuation after a $122 billion funding round and ask the question no one on Wall Street wants to answer: at $2 billion a month in revenue, how long until those numbers actually make sense? Spoiler: we did the math, and it would take 35 years of revenue just to reach the valuation, and that is before you even talk about profit.Then we dig into OpenAI's acquisition of TBPN, the buzzy Silicon Valley business talk show, and what it signals about media ownership in the age of AI. Is this a savvy marketing play ahead of the OpenAI IPO, or a vanity project from a CEO who just liked the show? We look at the M&A failure rates, the mismatched business models, and why Benjamin Franklin would have understood this move better than most analysts.We also cover Microsoft building its own in-house AI models to reduce dependence on OpenAI, Anthropic and Claude surging from 14% to 40% enterprise market share while OpenAI drops from 48% to 27%, Google releasing Gemma as a potential loss leader to funnel developers into Google Cloud, and Oracle's massive layoffs amid its 54% stock decline since September.The AI replacing coders debate gets real. We talk about what vibe coding actually gets you versus what enterprise customers demand, why junior developers are struggling to find jobs, and where product liability lawsuits over AI generated code are probably headed. Plus, the Kraft Heinz cautionary tale about cost cutting that looks great on a quarterly earnings call but destroys the business underneath.Finally, we take a deep dive into Xerxes and the Battle of Thermopylae to explore asymmetric cost strategy, how smaller players can use the size of larger competitors against them, and why the definition of victory depends entirely on who is telling the story. If you are a startup founder competing against giants, or an executive trying to understand when cutting headcount crosses the line from smart into self-destructive, this segment is for you.00:00 Intro00:27 Headlines: OpenAI's $852B Valuation04:06 Microsoft Builds Its Own AI Models08:44 Anthropic's Enterprise Surge14:54 Google Gemma and the Open Source Threat18:35 Oracle Fires 30,000 and the AI Bubble26:34 OpenAI Buys TBPN: Media Ownership in AI36:08 Will AI Replace Coders?56:31 Xerxes, Thermopylae, and Business StrategyConnect with us:Subscribe to Show Your Priors for weekly conversations on business, strategy, and the ideas shaping the world.Spotify | https://open.spotify.com/show/7qz3G3XoOaSPpg2elfKmH3Instagram | https://www.instagram.com/showyourpriors/Threads | https://www.threads.com/@showyourpriorsTikTok | https://www.tiktok.com/@showyourpriorsX - Michael Nichols | https://x.com/m_g_nicholsX | https://x.com/showyourpriorsSubstack | https://showyourpriors.substack.com/Reddit | https://www.reddit.com/r/ShowYourPriorsPodcastLinkedIn - Michael Nichols | https://www.linkedin.com/in/michael-guy-nicholsLinkedIn - Jason Thompson | https://www.linkedin.com/in/jason-thompson-607b0b54Keywords: OpenAI, AI bubble, AI replacing coders, vibe coding, OpenAI IPO, Oracle layoffs, AI layoffs, business strategy, corporate strategy, Anthropic Claude, AI valuation, OpenAI TBPN acquisition, media ownership, Microsoft AI, AI enterprise, Google Gemma, open source AI, M&A strategy, AI market share, startup strategy, corporate governance, asymmetric warfare business, AI coding, loss leader strategy, executive leadership, tech layoffs 2026, AI productivity, corporate management, Xerxes business strategy, Thermopylae strategy, Kraft Heinz cost cutting, headcount management

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    1 hr and 16 mins
  • Your AI Is Lying to You (And You Love It) | Ep. 4 Show Your Priors Podcast
    Mar 31 2026

    Is your AI making you a better business leader or quietly keeping you delusional?In this episode of Show Your Priors, Jason and Mike dig into one of the most underrated risks in enterprise AI adoption: AI sycophancy. Your AI tools aren't just hallucinating facts, they're telling you what you want to hear, confirming your biases, and systematically pushing you further from the truth. And if you're a CEO, executive, or business leader using AI for strategic decision making, that's a serious problem.We break down the Dorian Gray Effect, how AI acts like the portrait in Oscar Wilde's classic novel, absorbing all the corruption so you never have to face it. Your ideas stay beautiful. Your blind spots stay hidden. And your business strategy quietly rots.In this episode we cover:What AI sycophancy actually is and why every major model has this problemHow reinforcement learning through human feedback (RLHF) bakes flattery into AI at the training levelWhy ChatGPT vs Claude represents two very different philosophies on AI honestyThe real danger of AI echo chambers for corporate leadership and C-suite decision makingHow survivorship bias makes CEOs and executives especially vulnerable to AI flatteryThe Iridium satellite failure as a $5 billion case study in what happens when you don't do due diligence on your go-to-market strategyWhy identifying your buying center, the economic buyer, decision maker, and end user, is the most overlooked step in B2B sales and enterprise tech adoptionHow bad AI-driven decisions could be the next great corporate innovation failureWhether you're in business strategy, B2B sales, corporate finance, marketing, or executive leadership, the AI tools you're relying on may be your biggest blind spot. This isn't anti-AI, we love the technology. But knowing the limitations of generative AI is what separates smart leaders from the ones making headlines for the wrong reasons.Don't let your AI be your yes-man. Show your priors.Show Your Priors is a podcast for business, strategy, finance, marketing, and enterprise professionals who want to think more clearly in a world full of noise.Enjoyed the episode? Leave a comment, subscribe, and tell us what you want us to tackle next.00:00 - Welcome to Show Your Priors00:44 - Live Demo: Catching AI Sycophancy in Action02:32 - What Is AI Sycophancy? The Dorian Gray Effect Explained06:57 - The GPT-4o Retirement Backlash: When People Grieved Their AI08:33 - How RLHF Bakes Flattery Into AI at the Training Level13:33 - What AI Really Learned From the Internet: Self-Affirming Slop15:41 - How to Fight Back: A Practical Workflow for Getting Honest AI Feedback18:30 - Free vs. Paid AI and the Ads Debate22:03 - Vibe Coding and the Rise of the Generalist26:57 - Eddie Dalton: The AI Artist Topping the Charts28:43 - Why Old Music Feels Better: The Spotify Effect40:03 - Elon, Grok, and the xAI SpaceX Merger42:14 - AI in Space: Hype or Reality?44:41 - Why Space Data Centers Do Not Add Up: Running the Numbers49:12 - Is Elon a Genius or Just a Marketing Machine?54:48 - The Iridium Satellite Disaster: A $5 Billion Warning for Space AI56:33 - What Iridium Teaches Us About Corporate Tech Failure01:04:37 - The Buying Center: Who Really Controls Your B2B Deal01:09:03 - Wrap Up and Final ThoughtsConnect with us:Spotify | https://open.spotify.com/show/7qz3G3XoOaSPpg2elfKmH3Instagram | https://www.instagram.com/showyourpriors/Threads | https://www.threads.com/@showyourpriorsTikTok | https://www.tiktok.com/@showyourpriorsX - Michael Nichols | https://x.com/m_g_nicholsX | https://x.com/showyourpriorsSubstack | https://showyourpriors.substack.com/Reddit | https://www.reddit.com/r/ShowYourPriorsPodcastLinkedIn - Michael Nichols | https://www.linkedin.com/in/michael-guy-nicholsLinkedIn - Jason Thompson | https://www.linkedin.com/in/jason-thompson-607b0b54

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    1 hr and 10 mins
  • Why Five Guys Shouldn't Exist (But Conquered the World) | Ep. 3 Show Your Priors Podcast
    Mar 24 2026

    In this episode of Show Your Priors, hosts Michael Nichols and Jason Thompson dive deep into one of the most surprising business case studies in modern history, Five Guys. How did a small family burger joint beat the odds in the brutal fast food industry and grow into a global brand without traditional advertising, without frozen food, and without following the playbook of giants like McDonald's?We break down the Five Guys business model from the ground up, their obsession with quality, their simple menu strategy, and how word of mouth marketing did what million-dollar ad campaigns couldn't. Then we ask the big question: is Five Guys vs McDonald's really a fair fight, or are they playing two completely different games?But we don't stop there. We connect Five Guys' rise to the timeless competitive advantage principles used by Alexander the Great and what his niche business strategy and culture of warriors can teach modern entrepreneurs.Along the way, we get into disruptive innovation and Clayton Christensen's disruption theory, explore the Sysco food supply chain monopoly and why it's a prime target for disruption, and discuss the explosion of ghost kitchens and food delivery trends reshaping the restaurant industry.We also take a hard look at AI in business and AI disruption, who's embracing it, who's fighting it, and what it means for the future of work.Whether you're into entrepreneurship, business strategy, or just love a great underdog story, this episode of the Show Your Priors podcast has something for you.00:00 – Introduction01:56 – Five Guys: The Cinderella Story Nobody Predicted04:55 – The Secret Weapon: Simple Menu, Obsessive Quality08:05 – The No-Advertising Strategy That Actually Worked10:18 – Five Guys vs. McDonald's: Two Completely Different Games23:00 – Covid Forced Their Hand: The Delivery Dilemma31:00 – Ghost Kitchens, DoorDash & the Future of Restaurants38:45 – What Is Disruption, Really? (Clayton Christensen Explained)43:00 – Sysco's Hidden Monopoly Over the Food Industry56:55 – Tying It Together: Alexander the Great Meets Five Guys01:01:00 – Locally Sourced as the Next Cultural Shift01:05:05 – The AI Tangent: Why the Elites Fear Disruption Too01:10:25 – Academia's Monopoly on Knowledge (And AI's Threat to It)01:14:30 – Building a Culture of Warriors: How to Hire for Your Brand01:18:50 – Final Takeaway: Find Your Niche, Then ConquerConnect with us:Subscribe to Show Your Priors for weekly conversations on business, strategy, and the ideas shaping the world.Spotify | https://open.spotify.com/show/7qz3G3XoOaSPpg2elfKmH3Instagram | https://www.instagram.com/showyourpriors/Threads | https://www.threads.com/@showyourpriorsTikTok | https://www.tiktok.com/@showyourpriorsX - Michael Nichols | https://x.com/m_g_nicholsX | https://x.com/showyourpriorsSubstack | https://showyourpriors.substack.com/Reddit | https://www.reddit.com/r/ShowYourPriorsPodcastLinkedIn - Michael Nichols | https://www.linkedin.com/in/michael-guy-nicholsLinkedIn - Jason Thompson | https://www.linkedin.com/in/jason-thompson-607b0b54Topics covered:Five Guys business model | fast casual restaurant industry | disruptive innovation | Clayton Christensen disruption theory | Alexander the Great strategy | Sysco food supply chain | ghost kitchens | word of mouth marketing | AI disruption | niche business strategy | Five Guys vs McDonald's | Peter Thiel | business case study | entrepreneurship podcast

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    1 hr and 21 mins
  • How an MBA Teaches Business Strategy | Ep. 2 Show Your Priors Podcast
    Mar 17 2026

    Unlocking the deep causal model behind enterprise success. In this episode of Show Your Priors, hosts Michael Nichols and Jason Thompson break down business strategy—a rigorous framework designed to bridge the corporate innovation gap and move beyond "Innovation Theatre".In this episode, you will learn: Strategy vs. Tactics: Why "Operational Effectiveness" isn't a strategy and how to find your unique Strategic Positioning.About Show Your PriorsShow Your Priors is a deep-dive podcast dedicated to unlocking the data behind the truth. We explore the deep causal models that drive business—from customer problems and revenue models to go-to-market execution.Connect with us:If you’re joining us for this journey, please like, comment, and subscribe—it helps us more than you know!

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    1 hr and 15 mins