Back from vacation and LIVE at 12pm PT / 3pm ET
Is AI’s easy-money era ending? We’ll unpack a wild week for the AI trade—big tech earnings, Leopold Aschenbrenner’s massive deal, OpenAI’s price cuts, rogue agents, open models and new restrictions on Chinese robot imports.
Cisco’s
@jpatel41, Fireworks AI's
@lqiao and Standard Bots'
@evanbeard.