Arsalan Tavakoli, Databricks field engineering leader focused on enterprise AI rollout. TJ Parker, PillPack co-founder and former Amazon pharmacy exec, on compounding and drug-safety controversies. Max Levchin, PayPal co-founder and Affirm CEO, on merchant growth and fintech strategy. Doug O'Laughlin, developer and semiconductor analyst, on AI coding assistants, Cloud Code, and chip vs energy constraints. They debate chips, hyperscaler capex, agents, and enterprise AI adoption.