Papa John's International ($PZZA) podcast mentions

1. I mean, I think one thing that's underdiscussed is that, um, it's unclear that the sort of competitive equilibria that exists in a lot of industries will really change. You know, so let's say Pizza Hut and Domino's and Papa John's and Roundtable all get a data center of PhDs. And you know, they're all gonna either adopt it or have a CEO change and adopt it. So it'll be a rocky period and there'll be some, you know, relative shuffling. But I think that they're all gonna embrace the new technology 'cause most companies do. I don't know that one of them is going to have 99% of the market. So I think kind of what's underdiscussed is that yes, in the near term, I think there'll be winners and losers based on adoption of the technology and kind of how ambitiously you adopt it. But I do think there's a lot of industries that will sort of maintain their current competitive dynamics because they're not intelligence-bound. I think the most useful question to ask yourself as a founder CEO is just, hey, if we assume these things are infinitely intelligent and astonishingly cheap, How would we reorganize the company? Because that's where we're going.

   Anish Acharya · The a16z Show · Why Companies Are Becoming a Series of Loops | Anish Acharya on Lenny’s Podcast · 2026-09-12

2. I don't know. Interesting news out of Erewhon. Erewhon is on their 18th location. This is over in Thousand Oaks. And at 20, federal law will force them to start posting calorie information. Leo says, we are 2 Erewhons away from mass rioting across Southern California. Let's head over to billionaire John Morgan, who was on the Iced Coffee Hour. Morgan and Morgan. Seemingly— Flexing. Like throwing some shots at— Papa John. AI founders who say they're billionaires, but not necessarily a billionaire in his book. Sure. Let's see what he has to say. Yeah, what's his definition?

   Jordi Hays · TBPN · Another AI Safety Kerfuffle, Markiplier’s Stake in GoPro, SpaceX Getting Into Turbines | Diet TBPN · 2026-09-02

3. Maybe 20. Papa John's was one of them. He doesn't have— no, no, no.

   John Coogan · TBPN · Another AI Safety Kerfuffle, Markiplier’s Stake in GoPro, SpaceX Getting Into Turbines | Diet TBPN · 2026-09-02

4. Let's head over to billionaire John Morgan who was on the iced coffee hour. I knew Morgan and Morgan. Seemingly flexing, like throwing some shots at Papa John's AI founders who say they're billionaires, but not necessarily a billionaire in his book. Sure. Let's see what he has. What's his definition?

   Jordi Hays · TBPN · Yapping in Neuralese, GoPro v2, Jimmy Iovine in the Ultradome | Nikesh Arora & Andrei Serban, Kurt Tenenbaum, Philip Johnston · 2026-09-02

5. Maybe 20. Papa John's was one of them. He doesn't have— no, no, no. He put a billion dollars, he sold for $1.2, and he said he put a billion in dividends. Dividend stocks running 5%. That's what he told us.

   John Coogan · TBPN · Yapping in Neuralese, GoPro v2, Jimmy Iovine in the Ultradome | Nikesh Arora & Andrei Serban, Kurt Tenenbaum, Philip Johnston · 2026-09-02