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Trump-Musk Fallout Recap, Circle IPO Post-Game with CEO | Dylan Patel, Jeremy Allaire, Kat Cole, Dana Settle, Anastasios Angelopoulos, Patrick Blumen, Blake Scholl

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Jun 6, 2025
Dylan Patel, Chief Analyst at SemiAnalysis, breaks down the latest in AI chip technology and global supply chains. Jeremy Allaire, CEO of Circle, shares insights on the IPO's impact on digital currencies and trust in finance. Kat Cole recounts her journey from hostess to CEO, while Patrick Blumenthal gives a firsthand look at NYC Tech Week and discusses drone warfare in Ukraine. Anastasios Angelopoulos introduces Lumarina, a platform revolutionizing AI evaluation through human preferences, promising a new era of user-centric AI experiences.
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INSIGHT

Ukraine Drone Attack Impact

  • Ukraine's drone attacks crippled 33% of Russia's strategic bomber capacity, a critical part of their nuclear triad.
  • The attack method exploits Russia's porous borders and reliance on civilian infrastructure near military sites.
INSIGHT

Diverse Drone Defense Needs

  • US drone and counter-drone needs vary by theater, climate, and time, creating diverse investment opportunities.
  • Integrated air defense systems will become layered with numerous specialized countermeasures.
ANECDOTE

Visiting Ukraine Today

  • Patrick Blumenthal shares his travel experience to Ukraine, highlighting that it's statistically safer than expected despite active conflict zones.
  • Entry typically requires flying into Poland and then traveling into Ukraine by road.
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