PERSON DIRECTORY
John Collison
Host of Cheeky Pint. John Collison appears in 8 indexed conversations across Cheeky Pint, All-In, Sourcery. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
How Toto Wolff built the most valuable team in F1
Mercedes combines F1’s scarce team ownership with roughly $1 billion in revenue and a 30% margin, though Collison’s roughly 15x EBIT framing uses current earnings that Wolff says were considerably higher than at the transaction.Owner control supports a ten-year horizon, but the “$200 million and a bit” cap forces lap-time trade-offs, and DAS’s ban after one year leaves regulatory durability an unresolved risk.
What comes after smartphones, with Evan Spiegel of Snap
Snap enters 2026 near 1 billion monthly active users and net-income profitability, with consumer Specs launching after 12 years of investment to pair normal-glasses wearability with spatial-computer capabilities.With over two-thirds of new code AI-written, 25 million Snapchat+ subscribers, and direct revenue above $1 billion, cheaper software may increase the value of Snap’s distribution and proprietary hardware.
The economics and trends of the restaurant industry, with Tony Xu of DoorDash
DoorDash won by proving retention and frequency before buying growth, with product reliability, service recovery, and scarce-capital discipline establishing an “unfair advantage” before acquisition spending accelerated.Its larger opportunity now spans 3–5x incremental restaurant margins, SevenRooms-powered customer identity, and multimodal delivery, but AI interfaces matter only if DoorDash solves inventory, exceptions, and post-checkout reliability end to end.