AGENDA:
05:17 OpenAI's Restructuring: Winners and Losers
17:17 Andreessen Horowitz's Raise $10BN in New Funds
26:38 Mercor Raises $350M at a $10BN Valuation
43:08 Spray and Pray: Does it Work: Data Breakdown
47:04 The Role of Option Checks Venture Capital
48:36 The Three Ways to Win in VC Today
54:26 Why IRR is a BS Metric and What Matters More
01:08:47 Amazon's Struggles: How Do They Return to Greatness in AI
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