(00:00) - Intro
(00:04) - Microsoft Cloud Outpaces AI
(23:08) - Disney’s AI Dilemma
(37:18) - What Apple Should Do with $100B Share Buyback
(49:37) - Howard Stern Canceled After Decades On Air
(53:51) - OpenAI Releases Open Source Model
(01:05:45) - Marc Andreessen (a16z)
(01:41:13) - AI Model Whiteboard Breakdown
(01:57:19) - GPT-5 Review Ft. Rahul Sonwalkar (Julius AI)

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Weekly Recap: GPT-5, Apple Sitting on $100B, Disney Enters The AI Race, Marc Andreessen

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