20VC: Deepseek Raises $50BN | Wall St's $725BN AI Question | The Rise of Open Source & How it Threatens OpenAI & Anthropic | OpenAI Builds it's Own Chip: Jalapeno | The Death of Moats & The New AI Software Winners

AGENDA:
00:00 – Google Loses Two AI Legends as Anthropic Wins the Talent War
14:45 – China's $50B DeepSeek Bet Changes the AI Power Balance
27:15 – AI's Memory Crisis Has Begun — Apple Warns of a '100-Year Flood'
30:00 – Wall Street Finally Asks the $725 Billion Question: Who Pays for AI?
41:00 – We Built an AI Finance VP... and It's Better Than Humans
46:30 – The Death of Moats? Why Founders Should Stop Talking About Defensibility
58:30 – Databricks, ServiceNow & the New AI Software Winners
01:07:00 – The Seat-Based SaaS Model Is Dying
01:12:00 – OpenAI's Custom Models Could Rewrite Enterprise Software
01:17:00 – OpenAI's Biggest Threat Isn't Anthropic Anymore