This podcast is the single most important podcast to know what is going on in tech every week. On the agenda this week: - NVIDIA Crushes Quarter and Buys Hugging Face - OpenAI Cuts Off Cursor - Instinct Hits $2.5BN Valuation and The Race for AI Assistants - Cognition Raises at $46BN, Linear $2.5BN and Clay $7BN My notes with @rodriscoll and @jasonlk below: 1. How Instinct Could Follow the Same Path as Replit and Lovable In the early days, cloning lightweight AI tools is trivial.…