AGENDA:
05:00 Jensen's Open-Weights Letter Puts Anthropic on an Island
10:00 OpenAI's Model Targets Hugging Face in a Cyber-Security Scare
18:00 America's Open-Model Push Accelerates as China Looms Large
30:00 Etched Raises $300M to Take on Nvidia
34:00 Google Cloud Grows 82%—So Why Did the Market Panic?
41:00 Travis Kalanick Raises $1.7B for Atoms and Physical AI
51:00 Francisco Partners Raises $21B: Can Private Equity Still Save SaaS?
1:00:00 Mark Pincus Says Quit When It's Too Hard—Jason Lemkin Erupts
1:07:00 Stripe vs Revolut: Which $100B+ Fintech Would You Own?