McCarthy ousted, border chaos, Cruise's robotaxi "accident" & more

The episode opens with the hosts joking about colonoscopies. One host says the recommended first-screening age moved from 50 to 45. Another describes counting to 15 seconds under propofol before waking in recovery, then reaching a record low weight of 168 pounds after the bowel prep. Another jokes that, at their age, they should be "4 for 4" but are only 1 for 4.

The show then corrects its earlier Airtable discussion. Sacks says the numbers came from an X thread by a financial account that looked correct but was stale. The roughly $150 million in annual recurring revenue (ARR) was accurate at the last funding round about three years ago, and the 15% growth rate was off by about three times.

Sacks admits he could not get exact figures. His napkin math puts Airtable near $500 million of ARR with decent growth. He compares it with monday.com, which he describes as $500 to $600 million of ARR, 50% growth, a forecast of 30% next year, and a $7 to $8 billion valuation (about 12 times ARR). He calls the claim that Airtable is not worth its $1.4 billion of venture funding "way off", says it still holds about two thirds of that money, doubts the $11 billion peak valuation, and says he would buy at roughly half.

McCarthy was removed 216 to 210 when eight Republicans, led by Matt Gaetz (rendered "Matt Gates" in the transcript), joined all the Democrats. One host objects that the media label "far right" does not fit Nancy Mace, whom he describes as focused on spending discipline but not a MAGA Republican.