AGENDA:
04:47 Cursor Raises $2.3BN at $29BN Valuation
11:36 What Gemini 3 Means for Lovable, Cursor and Replit
30:54 Peter Thiel and Softbank Sell NVIDIA: The Bubble Bursting?
48:54 Oracle Credit Default Swaps: The Risk is Increasing
01:07:22 Stripe Does Tender at All-Time High: Why the Best Companies Will Never IPO
01:19:18 Why Retail WIll Cause a Surge of Capital into VC Funds
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