(0:00) Bestie intros: In Memoriam
(6:43) OpenAI's $150B valuation: bull and bear cases
(24:46) Will AI hurt or help SaaS incumbents?
(40:41) Implications from OpenAI's for-profit conversion
(49:57) Meta's impressive new AR glasses: is this the killer product for the age of AI?
(1:09:05) Blue collar boom: trades are becoming more popular as entry-level tech jobs dry up
(1:20:55) Risk of nuclear war increasing

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Intro Music Credit:
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https://x.com/yung_spielburg

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Referenced in the show:
https://www.reuters.com/technology/ar...
https://www.bloomberg.com/news/articl...
https://x.com/chiefaioffice
https://openai.com/our-structure
https://x.com/unusual_whales/status/1...
https://x.com/elonmusk/status/1839121...
https://www.politico.com/news/2024/08...
https://appleinsider.com/articles/12/...
https://www.cnbc.com/2024/09/16/the-t...
https://www.wsj.com/tech/tech-jobs-ar...
https://layoffs.fyi
https://educationdata.org/college-enr...
https://www.bloomberg.com/news/articl...

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