Elon Musk's Banker, Beijing Pours $26B into Robot Boom, How Apollo Dodged SaaSsassination | Ashlee Vance, Vincenzo Landino, Ethan Thornton, Kris Marszalek, Cristóbal Valenzuela, Brad Svrluga, Dayna Grayson

The podcast explores a range of topics, starting with Michael Grimes' return to Morgan Stanley and its implications for SpaceX's potential IPO, as well as the AI landscape with companies like Cognition and XAI. The hosts discuss Apollo's investment strategy of avoiding software companies due to AI disruption fears, contrasting it with Monday.com's struggles. They analyze the potential SaaSpocalypse, debating whether AI will commoditize software or create new opportunities. The conversation shifts to China's push in humanoid robotics, comparing it to the US approach, and concludes with discussions on labor market trends, the new Ferrari design, and updates from the motorsport world.