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A Great Successful PE Exit | Lemonade Stand - Ep. 47 Premium [VIDEO] (Patreon)

Published:
2026-03-16 17:00:16
Edited:
2026-09-25 22:35:32
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  • 629702462.mp4

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Content

Recorded on: March 10th, 2026

Topics

  • 0:00 Intro

  • 1:42 Nepal's New Government

  • 10:49 Hospitality to travelers

  • 23:09 Trump and housing

  • 37:30 Boxable houses has a problem or two

  • 53:02 Applying to Jobs

  • 59:40 South Africa's unemployment is insane

Files

Comments

Pavate

LETS GOOOO my lil show is on, I’m kicking my feet right now

ihatepopeyeschicken

If I don’t hear from Gerald Ford this episode I’m unsubscribing

UnitedPenguin

doug "upper middle income" is not "owns a house and is willing to spend 60k on a second guest house in there back yard." to get a house payed off alone in this market is extremely hard for even the highest upper middle income people, no one like that is going to spend 60k for a GUEST HOUSE, not a room a HOUSE.

William Ek

LMAO, I've never felt more like this is a show made by wealthy people than the three of them agreeing that the target market for the $60 000 modular home are Gabe Newell types who want an extra home in their backyard, rather than the average person wanting an affordable home

Umbra Night

I will say I dont think it was “just” gen z being tired of how things are going. That in itself is EVERYTHING. It soo important to remind people that when corruption has grown rampant its up to we the people to set it right. i understand exploring the historical context but overly pushing that its crazy it happened like this and people who follow in their footsteps should expect failure is dangerously propoganda leaning. Surface level harmless, but its like focusing on MLK as the foremost or only respectable mainstream civil rights leader. Its propaganda to turn attention away from the effectiveness of uprising.

darkhell66659

I live in Paris so I can try explaining a bit. TLDR: Paris is basically the French New York, Americans sometimes come across as rude cause of culture differences, honesty and bluntness come across as rude, and then there are just assholes. - The Paris region is really expensive and Paris itself is expensive as fuck so minimum wage employees can be under a lot of pressure - Americans sometimes come across as rude, for instance by not saying "hi" (very rude in France, people will get offended), they are seen as loud, can be overfriendly (cause France has a more introverted culture) - Sometimes we say something bluntly and honestly and it comes across as rude to Americans cause it's not really in our culture to package stuff too much. - We do also have our fair share of assholes, some of them entitled. We also hate those. Don't worry, most non Parisians don't like Parisians either Oh and sometimes when Americans try to speak french their tone comes across as condescending. That will really piss us off.

Lobo

is it just me or is the mixing waaay off in this ep? aiden is like 10x louder than everyone, and i can barely even hear doug

darkhell66659

Pro of Paris is that we do have decent customer and employee protection laws. Also any public establishment (or something like that) legally can't refuse to give you a glass of water. One of the reasons why tap water is free in restaurants.

darkhell66659

Also another note: you don't immediately become a friend to a Parisian by interacting with them once. They need to warm up to you first.(It's a comfort zone thing) But then they do get very friendly. And friends of friends warm up to you faster. Paris is very different to America in that sense. They're kind of like Germans.

Bailey Yin

Wrt pre-fab homes, I think part of the issue with demand is marketing/knowledge of the option and also the perception that they are lesser homes.

Conor Lutts

I’m realizing that the whole ‘northeast is kind but not nice, California is nice but not kind’ may actually be true

Barmy

I see where you are coming from but I don't think Doug's categorization is crazy. The variation in income levels by region in this country is so extreme that I imagine this might seem right in some place (e.g. LA or other big cities) while at the same time seeming way off in places with a lower overall range of cost of living (esp. housing, land) and salaries as a consequence. An interesting thing that I have been thinking about is how portable (import) goods are fundamentally going to be relatively cheap in high cost-of-living areas since there is more money sloshing around there. Modular housing might fit this but I am purely speculating there. Would be interesting if so though.

UnicornVibes

Isnt Boxabl the one with all the government contracts? They're like building the whitehouse "ballroom" I think

UnitedPenguin

Interesting, coming from a big city, Amsterdam specifically, the way I viewed this was: to be able to afford a house in such a large city with a yard large enough to fit another miniature full house, it would have to be so extremely expensive that, even with the higher salaries and more money in big cities, it would still be absurdly expensive and something that only rich people, like content creators, could afford, further cementing income inequality. It would increase the number of houses, but not at all the supply to regular individuals. It’s the same thing with suburbs having to be subsidized by cities because, while they have more and cheaper land, it’s not priced for regular people.

UnitedPenguin

For “upper middle class people” I literally almost did a spit take. I agree with Doug on a lot but that’s just absurd.

Luke Miller (edited)

Comment edits

2026-09-07 01:00 Is it just me or is Doug’s mic insanely quiet compared to Aiden and Atrioc this episode?
2026-03-16 18:52

MTab

Idc how practical they are, these prefab homes are everywhere and take up 2 lanes on the road and move at 7 miles per hour, meaning I am now moving at 7 miles per hour, unable to ever pass them. I will personally bring about mass homelessness in this country to get these trucks off the road, I am a hero

SaacAttaac

When I was in New York for college I experienced the kind not nice so often lmao. Saw strangers helping moms with strollers and leaving without a word like 3 times

MajesticCasual

54:30 -- the comment about Michael Reeves sending his invoice drawn with crayon shocked me and, honestly, it shouldn't have Atrioc: "Well, it definitely shows you're human" I don't think we can be 100% certain Michael is human

Scumlord Studio

Yeah Doug I 100% agree, I moved here in 2018 to work at Disney because every employee I met had great vibes and made it seem like a great place to live and work which was such a dumb 20 year old thing to do man I moved from a small town of like 12k people and despite there being that many people in like a 2 block radius down here, I feel far more alone. I've made a few friends and they're great but it's much farther and fewer in-between than I would have ever thought when I got my job and moved over here

Leondo Opster

Doug sliding in those gaming takes is so funny 🤣

Mitch

My thing is though, sure the building itself is only $60,000, but how much is the plot of land, the foundation, utility hookups, “nice to haves” like a driveway and a garage? Land alone makes it way more than $60,000 and so I don’t think you can really look at this as a viable alternative for affordable housing

Carter Call

I remember seeing advertisements for investing in Boxable that’s when I knew it was a scam xD

ThomasMand

I think the issue with prefab homes is that you’re still spending probably six figures on something you have no clue if it will have any resale value, it seems very risky

John

Yeah, Doug mic sounds further away, but can still hear.

Tempest Liu

Apart from the scammers, I actually had really good experiences in Paris. Didn’t feel unwelcomed even with my only Mandarin speaking parents buying shoes in Paris.

QuantumCalc

The home will not cost 60 grand when you buy it, that's just the construction cost.

QuantumCalc

South Africa's insane unemployment rate is partly due to the fact that many people work in informal cash based sectors of the economy and don't have "real" jobs.

MaiL6

53:03 😈

NotSoBasic

As a dutch person I might have some insight on why banning investment homes didn't work in the Netherlands because I don't think you can talk about this policy in a vacuum like you guys did. When you purchase a home in the Netherlands you get a tax break on the interest of your mortgage (that renters pay into but don't benefit from btw). Obviously the markets have started calculating that tax break into the value of each house. So after years and years of compounding this tax break and convincing people to get higher mortgages, the housing prices in the Netherlands have become incredibly inflated. This financial policy was once meant to increase home ownership but now it's become borderline impossible for gen z to see a future where they own a home. The ban on investment homes did lower the rent prices in the free sector by a little bit, but not nearly enough to meaningfully give young people the ability to save and move up the ladder into home ownership. There's a lot to dive into with the dutch housing market and it's genuinely a really interesting look into western housing and their wins and failures. If you're open I'd love to provide more but I strongly recommend doing some digging into it! Obviously no hate, you can't be expected to be in the loop on the dutch housing market

kate wolf

as a new yorker it is absolutely true

theo

$60,000 is not a great price for a home that doesnt come with land. With land were just back to normal housing prices.

pnott

I love watching Big A to get a preview of what's gonna be discussed on the patreon episode.

theo

Dude for real, well over my annual salary and it doesn't even include the most expensive part, the land

Comfyblaze

Great episode loved the Michael reeves invoicing with crayons. Totally unrelated but has anyone seen this yet? http://covidtests.gov it is insane

Steven K

I don't interact much since I think I'm older than your target audience (same age as Aiden) but for job interviews, I struggled to get to the interview because I still don't use AI to adjust my resume to fit the buzzwords, which auto-rejected me a few times. But once I got the interview, it was almost a 1 to 1 for an offer afterwards. This was within the past 3 months. Though, as a data scientist, maybe the market isn't super saturated. The interviews I had would simply ask about the projects I've done and if we both thought their job was a good fit, we'd continue on. Otherwise, I would end the interview early and say it wasn't a good fit. Truly, I may be blinded and I'm inviting myself to be attacked by saying: I hear people applying to 500+ jobs and just... It sure doesn't sound like the correct method to be doing things. It's like Tinder-ifying job searches.

Jack Haehl

I did hiring for a lab at ASU last year, and in my experience reviewing Resumes, I had to treat the job posting itself as an anti-pattern. The more words in the job posting included in the resume, the more suspicious I was. In order to find people who actually know what they're doing, I had to search for words adjacent to concepts in the job posting, but not explicitly included. i.e if we're asking for 3D modeling experience, EVERYONE says they know Blender, but if I ctrl+F for "topology" I get the 2 applicants who have actually used Blender before.

popcornspoon

Nope hadn’t seen it yet so thank you. That is bonkers lmao

Casin01

Literal Enshitification from PE XD

Gvidas Smetonis

I don't think Thames water was a good investment for PE. From my understanding the investors never got a buy out and now its basically owned by its creditors as they refused to put anymore money in. I dont know if the high dividends where enough to offset the lost money from the initial buy in, so I wouldn't be surprised if its (most recent) investors lost money.

Gvidas Smetonis

Though there is a history of PE groups buying in, loading up the company in debt for high dividends and then handing the bag to another PE group.

Jonathan Hanser

We need more segments where Doug spontaneously teleports to the grand canyon

Kruger Main

My salad fell on my screen and liked the episode for me

Alex inc.

I was actively trying to get one of these houses, because I am a single male artist and wanted to build a workshop next to it. All I need was the basics.

Emmanuel Alagbala

Yes the Thames Water fiasco makes me have violent thoughts. I filter all my water and can't believe my friends who don't. LETS GOO GRAT BRITAIN 🇬🇧 NUMBER 1

FryToastFrill

maybe this is a me thing but every episode the volume keeps changing throughout the episode and it really bothers me for some reason. all 3 of them also tend to have different volume levels for some reason as well. idk if there is something you can do to fix it but i would unironically pay more money for consistent audio volume

cring

Can yall please fix the audio and reupload this episode? I’m literally paying you money for this content.

Pfish

Its anywhere from double to half the price of a mobile home in my area (they have about 100k wrange in price depending on if its single or double wide and how new etc). I think my friend paid 50k for his and its probably close to double the size.

Lemonade Stand

Fwiw that's not what I am saying, I am saying that the 1 unit sold cannot represent the actual demand because at the bare minimum a handful of rich people would probably fuck around and buy one for fun, so to me that's like proof that the demand is not the reason that they have sold that few of the units I am not saying the primary market for the product is that rich person I am talking about - Aiden

Lemonade Stand

Definitely agree Aiden is louder this ep. Looking into this more. Can you please give me a few examples where you noticed it the most? Also what are you using to listen to the episode? Headphones, AirPods, computer speakers? -Perry

Braydon Wooley Vlogs

South African here! Unemployment is insane here. It is common to have demostic workers (maids and gardeners) and pay them sometimes as low as R200 per day ($12), but relatively speaking a loaf of bread is about R12 ($0.71). But it doesn't seem like any revolution is close to happening. We are still coming out of Aparthied trauma, and worse, the new government has done nothing to uplift black youth (or any raced youth) and so there is a strong lack of any belief in the ability to change.... (PS Love the pod, DougDoug was the first person I started watching and now I watch Atrioc the most - You guys are the best dont stop doing you)

Gael L

Recent grad with a bachelors in finance. Interned at Jpmc corporate banking division in Chicago last year, no return offer, and only 11/25 interns had offers compared to 32/38 the prior year- I am currently on 700 apps (on roles posted <1 day) , around 40 first rounds 0 offers. I had to buy this service called “Scale.jobs” to delegate applications. Each application takes around 30 min as they make you parse your data again. Shi cooked

Wouter

To defend the Parisians: they have a population of about 2 million within the perif, and they get about 50 million tourists each year. That'll make you feel like you live in an amusement park. I heard that many Parisians enjoyed the covid lockdowns as they, for a moment, got their city back. To defend the French, it's Paris, what did you expect?

Primer81

Volume this episode is kinda wack FYI. I could only get Aiden's voice (and occasionally Atrioc's) loud enough to reverberate through my bones, but Doug's voice was only audible at a normal volume (my speakers were not loud enough). If you could crank the volume up enough next time so that all your voices can be represented I would appreciate it.

Foxonfire2

Michael reeves do work for yall? That’s super cool!

Jubess

The poophand story was wild to me... So they think it's nasty to eat with your poophand(fair) but having a poophand is fine 😅 touching your nose, touching anything really with a poop germ invested hand drives me insane. Couldn't be a minute there. No matter how nice these people are

Nick

I spent 6 months traveling the world last year. The nicest people are from Taiwan, and worst are Italian (only 50%, the other 50% are super nice).

Linus Andersson

Sweden has a huge prefab house industry, Aiden dropped the ball.