AGENDA: 

05:16 Nvidia Blowout Quarter: $81BN Revenues and Stock… Flat! 

10:39 Uber and Microsoft Declare Productivity Gains Questionable from AI

25:26 The Layoffs Continue: ClickUp and Cloudflare

34:39 OpenAI S1: Is it a Race? How Will it be Received?

38:28 Do Anthropic Rush Out Their IPO Also?

45:49 SpaceX S-1: "Why I Would Never Invest"

48:06 Why Colossus is a Stroke of Genius By Elon

51:31 Data Centers In Space is BS and Will Not Be Core to SpaceX

58:04 Polsia Raises $30M at $250M Price: Is this the Peak? 

01:06:08 Exa Raises at $2.2BN to Build Search for Agents

01:14:34 Is Replacing Your CRM with Vibe Coding Always Ragebait

 

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