Welcome to the podcast that unpacks the wildest, weirdest, and most fascinating business decisions through the lens of leadership and finance. <br/><br/><a href="https://whatcouldtheybethinking.substack.com?utm_medium=podcast">whatcouldtheybethinking.substack.com</a>
Seriously, What Could They Be Thinking? Podcast
Claim This Podcastby Cindy Goodwin-Sak & Jaime Peters
29 episodes
Updated Daily
Accepts GuestsHas SponsorsLocation 🇺🇸
11
Podcast Authority
BetaPoorBased on show quality, social media presence, reviews, charts, and more
Quality23
Social0
YouTube0
Engagement0
Podcast Overview
Welcome to the podcast that unpacks the wildest, weirdest, and most fascinating business decisions through the lens of leadership and finance. <br/><br/><a href="https://whatcouldtheybethinking.substack.com?utm_medium=podcast">whatcouldtheybethinking.substack.com</a>
Language
🇺🇲
Publishing Since
5/27/2025
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11
Podcast Authority
BetaPoorBased on show quality, social media presence, reviews, charts, and more
Quality23
Social0
YouTube0
Engagement0
6
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1
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12
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excellent
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Every 6 days
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Recent Episodes
June 9, 2026
Houston, We Have a Loophole
<p>The largest IPO in history is about to launch and Jaime and Cindy aren't strapping in quietly. SpaceX hits the Nasdaq on June 12 at a $1.75 trillion valuation, except the "space company" is now really three companies in a trench coat: rockets and Starlink, the platform formerly known as Twitter, and a cash-incinerating AI unit. The twist isn't the size; it's the quiet rewrite of the index rules that can fast-track SpaceX into the funds inside your retirement account in as little as five trading days; no seasoning, no profits required. <a target="_blank" href="https://substack.com/profile/348724692-jaime-peters">Jaime Peters</a> breaks down how passive investing became forced buying, why the S&P 500 alone refused to play along, and who actually pockets the upside before retail ever gets a share. <a target="_blank" href="https://substack.com/profile/286060070-cindy-goodwin-sak">Cindy Goodwin-Sak</a> pulls the management lesson out of the chaos: when someone changes the rules underneath you, which anchors do you refuse to move? Seriously, what could they be thinking?</p><p></p> <br/><br/>This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://whatcouldtheybethinking.substack.com?utm_medium=podcast&utm_campaign=CTA_1">whatcouldtheybethinking.substack.com</a>
May 18, 2026
Sole Searching
<p>What do you get when a $4 billion wool sneaker brand sells its entire identity for $39 million and reinvents itself as an AI GPU rental company…in 16 days? Finance expert <a target="_blank" href="https://substack.com/profile/348724692-jaime-peters">Jaime Peters</a> and leadership researcher <a target="_blank" href="https://substack.com/profile/286060070-cindy-goodwin-sak">Cindy Goodwin-Sak</a> untangle the wild, woolly tale of Allbirds' transformation into NewBird AI, asking the uncomfortable question every manager should face: when a publicly traded company completely abandons its original mission, who exactly authorized that flight path? And, does it even matter if the stock surges 700%?</p><p></p> <br/><br/>This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://whatcouldtheybethinking.substack.com?utm_medium=podcast&utm_campaign=CTA_1">whatcouldtheybethinking.substack.com</a>
May 6, 2026
More Customers, Worse Numbers
<p>OpenAI may be the most talked-about company in tech, but even visionary companies have to pass the budget test. In this episode, Dr. Cindy Goodwin-Sak and Dr. Jaime Peters pick up where they left off on OpenAI’s business model and go deeper, this time into the IPO mechanics that could affect everyday investors whether they realize it or not.</p><p>Jaime breaks down exactly how an IPO works: what it means to shift from private to public accountability, why fewer companies are going public today than in the 1990s, and what a trillion-dollar valuation actually represents in terms of new cash versus converted private equity shares. (Spoiler: the $40 billion and the $960 billion are not the same thing.)</p><p>Cindy brings the leadership lens with what it means organizationally when you suddenly have millions of eyes on your decisions instead of a handful of private investors, and why the forcing function of public scrutiny might actually be good for OpenAI’s long-term health.</p><p>Together they work through the uncomfortable math: rising compute costs, shrinking margins, a cash burn projected to hit $190 billion by 2030, and what all of that means for the everyday Americans who hold index funds in their 401(k)s, and who may have no choice but to own a piece of whatever comes next.</p><p>The takeaway for managers? Demand isn’t the same as health. Know your costs. Build optionality. And tell your team the truth when things are changing, even when the hype says otherwise.</p> <br/><br/>This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://whatcouldtheybethinking.substack.com?utm_medium=podcast&utm_campaign=CTA_1">whatcouldtheybethinking.substack.com</a>
29 total episodes available
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Frequently asked questions
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- What is Seriously, What Could They Be Thinking? Podcast?
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This podcast updates daily.
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This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
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No, this podcast does not typically feature guests.
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