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Shownotes
This week, we focus on Billy Evans, the breakout character of the documentary “You Can See Everything,” and his Theranos-esque new blood-testing start-up. Rob Copeland, a New York Times finance reporter, and Erin Griffith, a tech reporter, join Max Read to discuss what Evans is like when the cameras are off, whether his start-up is a real company and how Silicon Valley is reacting to the film. Then, we break down CoreWeave’s debt, a possible SpaceX-Tesla merger and Joel Kaplan’s Meta exit. Finally, a returning guest: John Carreyrou joins us to answer listener questions about Elizabeth Holmes.
Guests:
• Erin Griffith (nytimes.com/by/erin-griffith), a technology reporter at The New York Times
• Rob Copeland (nytimes.com/by/rob-copeland), a finance reporter at The New York Times
• John Carreyrou (nytimes.com/by/john-carreyrou), an investigative reporter at The New York Times and author of “Bad Blood”
Additional Reading:
• Elizabeth Holmes’s Partner Has a New Blood-Testing Start-Up (nytimes.com/2025/05/10/business/elizabeth-holm…)
• The Elizabeth Holmes Documentary, Through the Eyes of the Reporter Who Exposed Her (nytimes.com/2026/10/17/business/theranos-fraud…)
• Weak Links Start to Show in A.I. Borrowing (nytimes.com/2026/10/17/business/ai-debt-corewe…)
• SpaceX and Tesla Explore Merger to Create a De Facto Elon Inc. (nytimes.com/2026/10/21/business/elon-musk-spac…)
• Meta’s Global Policy Chief to Leave After 15 Years (nytimes.com/2026/10/20/technology/meta-joel-ka…)
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