00:00 Mike joins from Thailand and reflects on Southeast Asia’s scale, energy and contrasts.
02:00 This AI cycle feels fundamentally different after years of incremental updates.
04:00 Productivity leaps as AI moves from copy-paste to orchestrating code and workflows.
06:30 Recent breakthroughs suggest AI may already be entering a self-improving phase.
09:00 Feedback loops from current usage will materially strengthen next-generation models.
11:00 FRA Capital is cancelling major SaaS subscriptions and rebuilding tools internally.
13:30 Hands-on AI usage is directly influencing investment positioning and sector views.
15:30 The shift reinforces semiconductors and compute while pressuring legacy software.
17:30 The buy-versus-build decision is swinging sharply toward in-house AI systems.
19:30 Wegovy’s PBS listing signals obesity being treated as a serious medical condition.
21:00 AI’s role in healthcare diagnostics continues to expand rapidly.
22:30 Wrap-up on why the AI capex and compute cycle likely extends further.
