All right, here’s that rundown as if George Carlin were reading the teleprompter while caffeinating on the 3rd rail of reality: (0:00) OpenAI CFO Sarah Friar graces the stage, folks. Yes, the money person. The adult in the room. The one who’s gotta tell you which spreadsheet is your friend and which spreadsheet is your worst nightmare. (0:31) How OpenAI thinks about its IPO timeline. In other words: when to pretend you’re bored with the idea of making money and when to pretend you’re excited about it, while quietly wondering who’s actually going to read the footnotes. (3:31) OpenAI, Anthropic, Google: The AI arms race. Because nothing says “progress” like a high-stakes popularity contest with fewer ethics and more everyone trying to outdo the other with fancy buzzwords and worse coffee. (7:43) Navigating the compute crunch and AI bottlenecks, device preview! The future is throttled by bandwidth, by silicon, by the stubborn physics of making clever machines into something you can ca...