Episode Description
00:00 Overview
02:00 Burry's Argument
11:30 Big Tech Valuation
18:50 Jensen Asked About CAPEX
31:34 Fail Of The Week: Anthropic Super Bowl Ad
00:00 Overview
02:00 Burry's Argument
11:30 Big Tech Valuation
18:50 Jensen Asked About CAPEX
31:34 Fail Of The Week: Anthropic Super Bowl Ad
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