00:00:00 Market Overview
00:26:30 AI Bubble
00:32:50 Coreweave
00:42:00 Anthropic IPO
00:57:00 CXMT
01:09:20 Nebius
Spotify
https://open.spotify.com/episode/0EwgdOqDPqirDafcXJgAkR?si=gqfU783WSrCkqXm3QKCj0A
YouTube
https://openyoutu.be/6y0twSPBHE4
Apple Podcasts
