01:00 – What Is AI, Really? Data, Predictions & Modeling04:40 – OpenAI, Feedback Loops, and Magic Tricks09:10 – Comprehension vs Prediction in LLMs12:30 – Profitability in AI: OpenAI's Next Business Model17:00 – AdTech’s Infrastructure Problem22:42 – Micropayments & Pubs27:00 – On-Prem vs. Cloud vs. Bare Metal43:00 – Data Access, DSPs, and Log Transparency46:00 – Should Google Be Broken Up Like Standard Oil?50:30 – Data Markets, Commoditization & Panel Power