AI capex, hardware moat, and enterprise adoption timeline

From walking on literal fire to watching crypto's $19 billion "house of cards" burn to the ground to AI erotica… The guys have a lot to unpack this week as they debate abandoning ship for the AI gold rush and recap their wild experience with Tony Robbins.

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Episode Highlights:

🔥 Hacking Your Brain: A Tony Robbins Deep Dive

🎹 A Night at the Chopin Competition

🇵🇱 Utopian Societies & Authoritarianism

📉 Crypto's $19 Billion Bloodbath

🤖 Is The AI Boom a "Fugazi?"

📈 Nasdaq 50k: The Blow-Off Top Thesis

👾 Minotaur Smut & OpenAI's New Strategy

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Timestamps:

· 00:00 - Intro: YouTube Crash & Minotaur Smut

· 05:13 - Drinks & Shoutouts

· 06:26 - Sponsor: ZBiotics

· 09:10 - Deep Dive: Hacking Your Mind with Tony Robbins

· 38:40 - A Trip to Poland & The World's Best Burger

· 44:15 - Inside the International Chopin Competition

· 54:00 - Utopian Societies & Cultural "Buy-In"

· 01:16:30 - The $19 Billion Crypto Bloodbath Explained

· 01:34:20 - The "Fugazi" AI Investment Thesis

· 01:43:00 - How to Play The "Blow-Off Top" Crash

· 01:49:00 - OpenAI's Erotica & The AGI Race

· 01:54:00 - Outro Connect

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