
our stream today in 40 minutes 2:41 AI killed analysts reading S-1s 4:29 spent my morning buying MREs 5:46 AI cyber risk is the next COVID 14:18 hackers demanding $50m ransoms 27:31 the only doomsday prep is cash 30:05 running Anthropic aged Dario 31:38 Jason is bearish BTC and long TAO 34:57 everything is AI except Bitcoin

