Tae Kim, chip-market analyst behind Key Context, joins Logan Bartlett, Redpoint investor, plus builders Sam Stephenson of Granola, Ben Broca of Polsia, Brett Adcock of Figure AI, and Andrei Serban of Console. They dig into the lawyer who beat Meta and Google, Nvidia jitters, software valuation chaos, robot futures, Japan Twitter, and why hotel tech still feels cursed.
