Spotify CEO Joins, Alex Tabarrok Joins, Lots of news from SpaceX, Anthropic, OpenAI, Nvidia and Meta

Tay Kim says, "This hire is a literal game changer." Matthew Ball knows gaming and what needs to be done. This news makes me the most bullish I've been on Xbox in 7 years.

And so how are you thinking about value capture versus like public benefit of this technology cycle and how it would differ to prior technologies, let's say like the internet and telecom and all the way back to railroads and the steam engine, etc.?

what, uh, what do you— how much attention do you pay to their, uh, like humanoid antics? Like, I feel like they're just leaking out videos of just this, like, all this silly stuff to kind of just get us a little bit comfortable with it. But if you actually go there on the ground, it's like Droid Army, you know, they've got like 100,000 humanoids marching in unison. And then they just put out the video of it, like dancing to Michael Jackson, like collapsing and getting dragged off stage.