Trump-Xi Summit, Benioff: "Not My First SaaSpocalypse," OpenAI vs Apple, Multi-Sensory AI, El Niño

(0:00) Salesforce CEO Marc Benioff joins the show!
(1:14) Trump-Xi summit, doing business in China as a US company, impact on Americans and the midterms
(18:46) Taiwan, chips, AI models, and peace through trade
(31:41) AI's impact on software: What SaaS thrives, what SaaS dies?
(47:26) OpenAI is considering suing Apple over failed ChatGPT integration
(56:54) Thinking Machines releases real-time model, future of consumer AI, multi-sensory models
(1:02:24) Science Corner: Impacts of a historically strong El Nino in 2026
(1:11:40) Anthropic goes after "Dark SPVs"
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Referenced in the show:
polymarket.com/event/will-china-invade-taiwan-…
polymarket.com/event/will-china-invade-taiwan-…
nytimes.com/2026/05/14/world/asia/china-xi-tru…
nytimes.com/2026/05/13/technology/andreessen-h…
instagram.com/reels/DYJZFn0R6oY
finance.yahoo.com/sectors/technology/articles/…
youtube.com/watch?v=KO53gwuqZUQ
bloomberg.com/news/articles/2026-05-14/openai-…
siliconangle.com/2026/05/11/thinking-machines-…
x.com/thinkymachines/status/2053938892152435174
coindesk.com/markets/2026/05/12/anthropic-figh…
support.claude.com/en/articles/13704655-unauth…