00:00:00Intro: Our Last Episode for a While
00:01:00NVIDIA GTC Recap: The Super Bowl of AI
00:03:00Jensen's $1 Trillion Chip Prediction (From Actual Purchase Orders)
00:06:00Open Claw: "As Big as the Web Browser Was to the Internet"
00:08:00Why Compute Demand Is INCREASING (Pre-Training → Inference Shift)
00:10:00Layers of Abstraction Callback + Where AI Sits in the Stack
00:12:00Groq Chips: 15 Minutes of Thinking in 10 Seconds
00:14:00NVIDIA's Reach: Cloud, Robotics, Telecom, Autonomous Vehicles
00:15:00Nemo Claw: NVIDIA's Secure Open Claw Bundle
00:17:00The Future of Personal AI Assistants (Siri/Alexa on Steroids)
00:19:00NVIDIA Stock: Apple Buyback Playbook + 50% Free Cash Flow to Investors
00:21:00Space Computing: GPUs in Orbit (and the Heat Dissipation Problem)
00:25:00Ocean Data Centers as an Alternative
00:27:00GTC Wrap-Up: NVIDIA Is Way More Than GPUs
00:28:30Midjourney V8: The Fall from Grace
00:31:00The Hand Test: Midjourney vs Nano Banana vs MAI Image 2
00:34:00Why Midjourney Fumbled (No VC, No API, No Ecosystem)
00:36:00Microsoft MAI Image 2: Surprisingly Good (and Free)
00:40:00Padres Logo Test + Text Generation Comparison
00:43:00The Future of SaaS: Jensen's Take vs Matt's Take
00:50:00SaaS Wrappers Are in Trouble (You Can't Vibe Code a Data Center)
00:55:00"Hey Siri, Build Me a Checkout" — When Simple SaaS Dies
00:57:00Anthropic's 81,000 Person Survey: What People Actually Want from AI
01:00:00AI Productivity Paradox: More Productive but More Stressed
01:02:00Cognitive Atrophy: Are We Losing the Ability to Think?
01:05:00DoorDash Tasks: Getting Paid to Train AI
01:08:00Will Companies Pay Us for Our Data Instead of UBI?
01:12:00The Captcha → Duolingo Connection (Data Collection as Dual Purpose)
01:16:00Tennis-Playing Robot Demo (GalBot from China)
01:19:00Mechanical Body vs AI Brain: Where Robots Actually Are
01:20:30Goodbye (For Now): Matt & Joe Sign Off
