AGENDA:
00:00 — Anthropic's Monster Month: 6 Billion in February Revenue
04:30 — The "Claude Mythos" Leak: 10 Trillion Parameters
11:50 — OpenAI Kills "Sora": A Massive Strategic Own Goal?
14:30 — OpenAI Hits $100M in Ads: Why OpenAI Must Make Ads Work
20:50 — Masa Son's $40BN Bridge Loan: Investing More Into OpenAI
21:50 — Cybersecurity Stocks Tank: Is the Anthropic Panic Justified?
27:10 — The Golden Age of Cyber: Why AI Agents are a "Golden Goose" for Security
31:30 — Gross vs. Net: The Truth Behind AI Revenue Accounting
34:50 — The "Vibe Coding" Era: Reselling Tokens and Triple-Counting ARR
41:00 — Oura Going Public & Whoop Raises $500M at $10BN Valuation
49:50 — Epic Games Layoffs: The Reality of the Attention Economy
52:40 — The Manus Scandal: Founders Trapped in China After Meta Deal
59:00 — The Billionaire Tax: Why the Golden Geese are Leaving California
01:03:20 — Do VCs Actually Add Value? The Ron Conway vs. Matthew Prince Spat
