Elon admits XAI was "not built right" and needs a full rebuild — bad news for SpaceX investors. Finance bros still won't let go of Bloomberg terminals, and a new poll shows most Americans are skeptical about AI. Meanwhile, Yann LeCun raises $1B for a company with no product, and Ian reveals a matchmaking startup that got 1,000 signups in 5 days with zero funding.

0:00 Intro

1:03 Elon Says XAI Was "Not Built Right" — SpaceX Investors Pay the Price

5:34 Claude Dispatch, Channels & the AI Power-User Lifestyle

10:55 Finance Bros Won't Drop Bloomberg & America's AI Skepticism

20:23 Google Is Quietly Winning the AI Race

24:30 Yann LeCun Raises $1B With No Product — AMI Labs

31:43 Ian Launches "Ian and Friends" — Matchmaking for Global Koreans

38:39 Bootstrap vs. VC: When Founders Say No to Money

00:05 - Anthropic, DoD, Supply-Chain Risk, and Political Risk for AI Vendors

01:02 - Government Alignment and OpenAI vs. Government Stance

02:27 - Supply Chain Risk and Vendor Diversity

07:27 - Open Letter Discussion and Investor Dynamics

12:56 - Middle Eastern Capital in AI

15:34 - The “Agent Future” and AI Representations

17:11 - AI Clones and Founder Outreach Experiments

23:39 - Personal Updates and AI-Washing

28:05 - Prediction Markets and Insider Trading Concerns

37:03 - Netflix/CNN Media Deals and AI-Native Media

43:32 - Personal Bets and Closing Thoughts

Follow the Hosts:

Eric: https://www.linkedin.com/in/ericbahn/

Ian: https://www.linkedin.com/in/park-ian/

Kevin: https://www.linkedin.com/in/jiangkevin

Chapters

* 00:00 Introduction and Catching Up

* 21:50 The Advancement of Chinese Robotics and AI

* 27:20 Robinhood's Entry into Private Credit

* 33:27 Private Credit Market

* 40:28 Lucid Motors and EV Industry

* 47:12 Venture Capital and Accelerators

* 58:13 Social Media and Addiction