Скачать или смотреть AI’s Massive Leap, Robotaxi Drama & The End of Legacy Tech 📉🤯

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00:00 Introduction
01:23 First Production Cybertruck + Drama
01:33 Tesla Robotaxis: 404 Observed
02:03 Wayve (UK Robotaxi Player) Raises $1.2B at $8.6B
02:52 Wayve Realistic Timeline
03:48 CAM: Humans Demonstrate. AI Automates.
06:38 Uber CEO on Uber Drivers
07:57 Optimus Gen 3 Unveil Still Slated Q1 2026
08:52 NVDA Already Making Money on Bots
09:46 Google Folds Robotics into Google DeepMind
10:45 The Algorithmic Buddha
11:18 Rubin: Nvidia’s Next Massive Leap?
11:53 Data Center Revenues Go Vertical
12:31 You Had Me At “Data Center”
13:01 AI Capex Keeps Exploding (Meta-AMD Deal + Broader $600–700B 2026 Outlook)
13:51 Compute Bottleneck + Memory + Power
14:30 xAI's Colossus 2 Smokes the Rest
15:38 The Rise of Autonomous Devs
16:00 Agentic AI Starts Eating Legacy Businesses Alive
17:22 Private Equity Impact
18:08 Polsia Runs an Enterprise for $180/day
18:40 AI Tsunami on the Horizon
19:22 The Shift in Coding
19:50 Pentagon Pressures AI Safety Limits
20:28 Anduril First Jet - Fury is Flying
21:23 Saronic Raises $1.5BN at $9BN Valuation
22:21 SpaceX Gets FAA Nod for Starship Ramp + 1M Orbital AI Data Centers (Feb 22)
23:08 GDP Up, Hiring Down
23:57 Simulation Results Raise Alarm
24:45 Boom, Doom, or Modest Growth
25:14 AI Could Break the Trendline