Leopold's 13F, Data Center Fixes, Shein Buys Everlane | Mike Isaac, Rowan Trollope, Dean Leitersdorf, Joanna Stern

• (00:17) - Jury Rules Against Musk
• (02:23) - Leopold's Situational Awareness 13F Is Out
• (16:03) - Data Center Backlash Gets Serious
• (44:47) - Mike Isaac, a technology reporter at The New York Times, discusses Elon Musk's lawsuit against OpenAI, highlighting Musk's strategy of using memorable phrases like "you can't steal a charity" to appeal to jurors unfamiliar with nonprofit contract law. He notes that OpenAI's defense centered on the statute of limitations, a more technical argument that ultimately swayed the jury's decision. Isaac also mentions the unexpected nature of the verdict and the various protest groups outside the courtroom.
• (01:07:52) - Rowan Trollope is the CEO of Redis, where he leads the company’s efforts to expand the popular in-memory database platform into a broader real-time data and AI infrastructure business. He previously held senior leadership roles at Cisco and Five9, and is known for scaling enterprise software and cloud communications companies.
• (01:28:26) - Shein Buys Everlane
• (01:39:04) - Dean Leitersdorf is the co-founder and CEO of Decart, an AI company focused on generative models and real-time AI infrastructure. He works on building systems that make advanced AI applications faster, more interactive, and easier to deploy at scale.
• (01:54:56) - Protein Shortage
• (02:04:02) - Joanna Stern is a senior personal technology columnist at The Wall Street Journal, where she covers consumer technology, AI, gadgets, and the impact of tech on everyday life. She is also the author of I Am Not a Robot, a book exploring the increasingly blurred line between humans and machines in the age of AI.

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