Episode · 2026-06-23
Snap Specs vs. Anduril
Snap Specs vs. Anduril | Pat McAfee Invests in Jams | Mythos Hacks the NSA
Rundown
Chris and Colin open with the Snap Specs vs. Anduril AR glasses face-off and skepticism around a viral claim that the Mythos AI model hacked nearly all NSA systems, then cover Pat McAfee's investment in PB&J brand Jams as a bullish signal for CPG capital flows. A Shopay (Joe Fox) interview digs into payments and BNPL for the underserved firearms/outdoors ecommerce niche, followed by a Cat Cole (Hooters/Cinnabon) career profile and an AfterSell post-purchase sponsor segment.
Takes from this episode
The viral claim that Mythos AI hacked almost all NSA classified systems in hours is being read too literally and actually depends on narrow, specific conditions.
It would be a mistake to read that literally, I think. He says, 'It surely depends on using mythos alongside other tools under very particular conditions.'
Pat McAfee's investment in Jams is a major validation event for the CPG/DTC space that will draw more traditional and smaller capital into the industry.Prediction
This is a huge home run for the industry. This is going to be a huge home run for Pat with his distribution.
Because mainstream payment processors treat firearms and tactical merchants as a reputational risk, there's a real opportunity for a payments/BNPL provider that has done the work to serve that underserved niche.
every mainstream processor kind of treats firearms as a bit of a reputational risk... we're pretty confident saying we've navigated all of those hoops over the last 9 to 10 months
Cat Cole's leadership trajectory (Hooters to Cinnabon CEO) is impressive enough that the hosts predict she could end up in a role as prominent as the White House.Prediction
I wouldn't be surprised if Cat somehow ended up in the White House.