Pre-training, Inference Demand, and CapEx Risks

From the $140k "real" poverty line to an exclusive look inside the F1 Las Vegas paddock. We debate the welfare "Valley of Death," breakdown the capital flight from Bitcoin to AI, and ask if the "App Layer" is dead. Plus, a major announcement regarding the future of the podcast.

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Episode Highlights:
🏎️ F1 Vegas: Inside the Paddock & Red Bull Garage
📢 The Alfalfa Update: Stephen’s New Chapter
📉 Why a Family of 4 Needs $140k
🏥 The Welfare "Valley of Death"
🤖 Google Gemini vs. OpenAI: The War for Your OS
💸 Capital Rotation: Is Money Fleeing Bitcoin for AI?

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Timestamps:
00:00 – Intro: AI Photos & Thanksgiving Rituals
08:30 – F1 Las Vegas: The VIP Experience
15:20 – Announcement: Future of the Podcast
20:50 – DeepMind & Solving Complex Games
27:30 – The "Real" Poverty Line Data
38:00 – Why Getting a Raise Can Make You Poorer
46:30 – How to Filter for Top Talent
53:30 – Crypto vs. AI Market Sentiment
01:01:50 – 11 Quality of Life Upgrades ($10k/mo)
01:09:45 – Are We in an AI Bubble?
01:36:00 – The Death of the App Layer
01:56:00 – Outro: F1 Strategy & Future Guests

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