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00:00 Introduction
02:23 Elon And xAI Aggression Escalates
03:30 Sixty Billion Dollar Cursor Deal
04:16 Speaking of Cursor - Skipping a 15,000x
05:55 SBF was in AI Before Anyone Knew What it Was
06:18 ChatGPT Image Generation Visual Reasoning
06:53 LLMs Scaremongering
07:37 OpenAI Leadership Schism
08:08 For the Music Lovers
08:38 Claude Design SaaS Apocalypse Begins and FIGMA down 88% Since IPO
09:48 Adobe down 66%
10:20 Google Deepmind AI using Claude
10:55 Speaking of CAPEX - Google Dropping $185BN
11:46 MAG7 + Capex Spenders
12:26 Tesla Earnings Beat And AI CapEx
13:24 Google Still Ripping
14:02 Bad News - Inverse Cramer Strikes
14:32 Meta Cutting another 8,000 Roles
15:21 Meta off $800 ATH at $659 but may Pop on News
15:54 STMicroelectronics Datacenter Ramp Accelerating
16:33 STM up 160% Since Xmas
17:04 AI Builds New Rocket Engine in 2 Weeks
18:03 Youth Motivation - Entry-Level Jobs Vaporized
19:27 Entrepreneurial Race is On!
21:17 The New AI Economy Rules
23:06 Marvell Google Custom AI Chip Partnership
23:43 Marvelous Marvell - bloody hell
24:07 Alphabet New TPU Debut
24:52 Shiny Cybercab in Full Scale Production
25:12 IA Tracker Robotaxi Rollout Apr 23rd (39 Cities)
26:26 Dubai going Full Agentic in 2 Years
27:19 Singularity Final Countdown