If you do not listen to this weekly show, you are deliberately choosing to not make yourself smarter. The world of tech has never moved faster. You need to stay up to date with the most thoughtful analysis. That is where @rodriscoll and @jasonlk come in! 😉 On the agenda this week: - NVIDIA Bonanza: Buys Poolside & Invests in Mercor and Perplexity - Anthropic's $30TRN Revenue Assumption & OpenAI Confirms IPO - Why Customer Service, Defence and Robotics are Overinflated My notes below 1.…