00:00 Introduction

02:00 Things Are Changing Fast

19:50 Bill Ackman Buys Meta

00:00 Overview

02:00 Burry's Argument

11:30 Big Tech Valuation

18:50 Jensen Asked About CAPEX

31:34 Fail Of The Week: Anthropic Super Bowl Ad

00:00 Overview

01:13 Stock Market Panic

13:10 Duration And Business Model

19:59 Uber Earnings

21:40 Fail Of The Week: Netflix at Congress

00:00 Overview

02:00 Meta Analysis

12:50 Meta Capex Spend Explained

22:00 Tom Lee Bitcoin Prediction

23:15 Waymo Accident

27:47 Nvidia Walks Back OpenAI Deal

00:00 Overview

02:00 Microsoft

13:00 Meta

18:24 ASML

20:08 Mastercard

22:00 Tesla

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00:00 Overview

01:46 Google

06:18 Mastercard

09:40 Amazon

11:20 S&P Global and Moody's

12:45 ASML

15:20 Netflix

20:12 Microsoft

21:06 Costco

24:44 Intuit

26:33 Salesforce

28:10 Texas Roadhouse

30:40 Equifax

32:30 Duolingo

00:00 Overview

01:58 The Markets Are Sinking

14:53 Buying $5,000 More Of Duolingo

18:17 Netflix Earnings

21:50 Andy Jassy On Job Loss

26:20 Chris Hohn Breaks Hedge Fund Record

30:25 Fail Of The Week: Beast Games Contestant

00:00 Introduction

03:00 Netflix & Warner Bros

11:40 JP Morgan Is No Longer A Bank

16:00 Amazon Advances With Robotics

18:52 Visa & Mastercard Interest Rate Cap

23:37 Gemini's Unfair Advantage

25:47 Fail Of The Week: Matthew Mcconaughey Trademarks Himself