Circular Financing and Infrastructure Spending Risks

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00:00 - Chris Has a Merch Sponsor
02:42 - In Defense of Sam Altman
20:29 - Are We In An AI Bubble? & What is Working in The Enterprise?
43:58 - Anthropic's Code Execution with MCP: Problems with MCP Context
52:44 - Kimi-K2 Thinking Model Release
1:00:45 - "In the Middle of a Bubble" Song
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