00:00 - Family Milestones: Bearing Witness at a Wedding 01:19 - Steve Jobs, Graphical User Interfaces, and AI Coding Infrastructure 03:20 - Sky-High Private Valuations at the AI Infrastructure Layer 07:10 - The Shift to Agentic Interfaces: Speech, Touch, and Neuralink 09:47 - Consumer Surplus: High-Value Personal Assistants for Free 11:39 - Disruption Across Niche Agents: Wealth, Law, and Tax 12:31 - Application Layer Investments: Public Distribution vs. Private Hype 15:46 - Memory as the Limiting Reagent: Pricing Multiples and Chinese Chips 17:55 - U.S.-China Tech Competition: Jensen Huang's Platform Dependency Strategy 20:13 - The Opportunity Cost of Time in the AI Era
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