Alex and Ellis break down why SXSW no longer feels like a true tech conference and how Nvidia’s GTC has become the new center of gravity for the industry. Then they’re joined by Mercury CEO Immad Akhund to talk about building one of the most important fintech companies for startups. They discuss how Mercury thinks about plugging into AI tools like Claude, Immad's side gig as a VC, the SF poker scene, and more.

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