Agenda:
[00:00] The AI Talent Crisis No One’s Ready For
[03:00] Daniel Gross and Nat Friedman: Why Two Legendary VCs Walked Away From $1B to Join Meta
[12:00] Meta’s AI Talent Magnet: Will It Actually Work?
[15:00] Cursor Is Breaking the Market: Can Anyone Compete?
[18:30] OpenAI’s SBC Bombshell: More Stock Comp Than Revenue
[22:00] CoreWeave’s Power Play: Buying Their Landlords
[26:00] Is Circle Next to Go Shopping with Meme Equity?
[28:00] PE Is Back: The Olo Take-Private Explained
[35:00] Why Triple, Triple, Double, Double Is No Longer Sexy
[41:00] QSBS Hack: The Billionaire’s Tax Loophole You’re Missing
[48:00] Microsoft’s AI Layoffs: Salespeople Are Dead, Long Live Engineers
[50:00] “If You Need a Week to Learn AI, You Should Be Fired”
[53:00] Will Sequoia’s Sean Maguire Be Pushed Out? Place Your Bets
[57:00] Will There Be a Recession in 2025? Jason Bets $75K It’s a No
[1:00:00] Is Linda Yaccarino Still CEO of X by Year-End?
[1:03:00] Circle and CoreWeave’s Meme Rally: Real or Mirage?
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