Mike Knoop, Zapier co-founder and ARC Prize builder, joins Nathan Benaich, AI investor behind Air Street, Rohin Dhar, Bay Area real estate adviser, Eric Jorgenson, author of The Almanack of Naval Ravikant, plus PEAK6 leaders Jenny Just and Matt Hulsizer. They get into Benchmark’s identity crisis, Sora’s fate, SpaceX IPO rumors, China drama around Manus, San Francisco housing shifts, and how Apex rose from a broken clearing firm.