GPT-5.4 📈, The Gurmanator Joins, AGI Trades, IPO Market with Dan Primack

Описание: 06:10 Daniel Gross's AGI Trades
51:58 𝕏 Timeline Reactions
01:08:25 SpaceX $1.75T IPO
01:19:16 𝕏 Timeline Reactions
01:24:45 Mark Gurman on Apple’s latest launches, MacBook Neo, and Apple’s cautious AI strategy
01:49:36 Dan Primack on venture capital returns, IPO delays, and shifts in private markets
02:18:13 Max Haot on Vast’s commercial space station Haven-1 and the future orbital economy
02:33:51 Christian Howell on Cognito’s light-and-sound therapy for Alzheimer’s treatment
02:47:24 Cameron McCord on Nominal’s $80M funding and software for hardware testing

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