Episode Description
00:00 Overview
02:00 Meta Analysis
12:50 Meta Capex Spend Explained
22:00 Tom Lee Bitcoin Prediction
23:15 Waymo Accident
27:47 Nvidia Walks Back OpenAI Deal
00:00 Overview
02:00 Meta Analysis
12:50 Meta Capex Spend Explained
22:00 Tom Lee Bitcoin Prediction
23:15 Waymo Accident
27:47 Nvidia Walks Back OpenAI Deal
Create a free account to sync, back up, and get personal recommendations.