Sabba and Charlie are back with a packed episode spanning alternative asset classes, the growing wave of security vulnerabilities in vibe-coded software, and a deep dive into what it really means for Anthropic to be "winning enterprise." They also break down the accidental Claude Code source map leak, debate whether angel investing is just an expensive hobby, and uncover a surprisingly massive opportunity hiding in the hay fever market.

Timestamps:

00:00 - Intro
00:39 - Alternative Investing: Lego, collectibles & vintage tech vs. S&P 500
17:10 - Cybersecurity: npm supply chain attacks & vibe coding security risks
31:10 - The Claude Code source map leak
37:58 - Anthropic vs. OpenAI: What "winning enterprise" really means
40:19 - Ideas vs. Execution & the reality of angel investing
49:43 - The hay fever market & the Breezometer opportunity