Key Segments

Instagram/Meta Trial: Kevin Systrom testified about Meta's "buy or bury" strategy. Zuckerberg DM'd the $1B deal. "Deals are made in DMs and die in data rooms."

Perplexity Voice Assistant: Launching as native voice assistant on Android OEMs and iOS. "Apple is too closed, but we ship anyway." Plans for search, shopping, ads, personalization via browser agents.

Duran (Automated Drilling): Building autonomous diamond drilling rigs for US mineral exploration. Addressing severe labor shortages in American mining. Billboard across from SpaceX: "Rocket science is impossible without rock science."

Physical Intelligence (Robots): General-purpose robot models achieving 50-80% success on novel household tasks. End-to-end learning from camera input to robot action. "C++ could never handle this complexity."

Sam Lessin (VC Talk): Post-pandemic VC factory model is dead. "Zombie unicorns" linger without growth or exits. "Now we bet on infinity options — the average of 0 and infinity is infinity."

Northwood Space: Building 500+ global ground stations for satellite communications. "If Slack goes down for 5 minutes, imagine losing contact with a multi-billion-dollar satellite."