AGENDA:
00:00 Why I am 100% Equities and 0% Cash
04:35 Nvidia's Massive $100BN Investment in OpenAI
08:39 Is Anthropic Negatively Positioned by OpenAI Gaining NVIDIA Investment
27:30 Is Triple, Triple, Double, Double Dead
44:00 Navan Files to Go Public at $8BN
49:31 Lockup Periods and Liquidity
50:35 Impact of H-1B Visa Changes on Startups
01:02:42: Notion Hits $500M ARR Re-Accelerating
01:09:42 Why Founder Friendly is Total BS Today
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