00:00 - Birthday Tiramisu vs. Strawberry Shortcake
01:15 - Defense Tech Valuations: Private Surrogates vs. Defense Primes
03:11 - Neo-Cloud Fatigue and the Limits of AI Model Breakthroughs
05:18 - Economic Policy: Accelerated Depreciation & Pipeline Infrastructure
06:13 - Monetizing Shut-In Natural Gas via Mobile Compute
08:44 - Animal Spirits, Capital Flight, and Small-Cap Debt Rescue Opportunities
12:08 - Talent Mobility and the University Poker Strategy
15:13 - Y Combinator as the Ultimate Modern MBA
17:05 - Analyzing an 81x VC Return: Skill vs. Luck in Bubble Timing

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