This episode covers major movements in the AI landscape, beginning with the acquisition of Commure by health tech player, Augmedix. We then shift focus to TSMC, which registers over half of its revenue from high-performance computing, thanks to a burgeoning demand for AI. Lastly, we discuss Google's ongoing negotiations with EssilorLuxottica for a potential partnership, hinting at the integration of Google's AI system in future smart glasses.