00:05:04 Recapping Anthropic Investor Day 00:15:04 SELL EVERYTHING 00:23:24 Inflation Heats Up 00:30:29 𝕏 Timeline Reactions 00:44:02 Valar Atomics VC Feud 00:51:16 Tesla Roadster Hype 01:00:53 Porsche Mission S 01:04:49 Reed Albergotti, Semafor’s San Francisco bureau chief and host of the Future Proof podcast, discusses Tesla’s self-driving technology, Microsoft’s AI strategy, Xbox’s future, and the debate over regulating open-source AI. He also examines the financial and infrastructure bottlenecks facing the AI industry as technology companies rapidly increase spending. 01:26:45 Bryan Cantrill discusses founding Oxide Computer Company, where he serves as CTO and builds integrated rack-scale cloud computing systems for on-premises data centers. He explains Oxide’s technically ambitious hardware-software co-design, lessons from failed predecessors, patient enterprise sales strategy, and focus on profitability, operational efficiency, and building a generational company rather than pursuing an exit. 01:45:54 Daniel Kimminau discusses founding Advanced Spade Company after working at SpaceX, The Boring Company, and Anduril, where he developed expertise in transportation and underground construction. He explains how the company uses integrated technology, mapping, and specialized equipment to make underground utility installation safer, faster, and more affordable.

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