In this episode, we explore the defining moments of CES 2026, where the industry shifted focus from chatbots to “Physical AI” that reasons and acts in the real world, highlighted by NVIDIA’s self-explaining cars and Boston Dynamics’ plan to deploy 30,000 Atlas humanoids annually. We dive into JPMorgan’s strategic move to launch Proxy IQ, an internal AI platform that replaces external advisers for $7 trillion in proxy votes, reclaiming its "information advantage".

The discussion also covers the record $425 billion VC surge of 2025, which saw half of all global funding flow into AI startups, $7.5 trillion valuation for the Unicorn Board. However, this growth has triggered “RAMageddon” ...