AGENDA:
04:06 Anthropic's $30BN Investment from Microsoft and NVIDIA
07:01 Google vs. OpenAI: Sam Altman's "War Mode" Memo
15:27 NVIDIA's Customer Concentration: Bull or Bear
22:12 Is "War Mode" BS: Does Hyper-Aggressive Ever Work?
36:12 Sierra Hits $100M ARR: Justify $10BN Price?
46:14 Implementation is the Biggest Barrier to Enterprise AI Growth
01:04:04 Is LLM Search Optimisation (GEO) Selling Snake Oil? What AI is a Fraud vs Real?
01:14:27 Figma Market Cap: Is the IPO Market F****** for 2026