BOOM ROOM: Interview with Ben Nadareski and Ryan Day @ Solstice Finance (Ep. 32)

Google Just Launched a 24/7 AI Agent. Apple Has Six Weeks to Respond. | BOOM ROOM Weekly Roundup

The next phase of the AI boom isn’t an algorithmic problem. It’s a physical infrastructure crisis.While a massive 71% of Americans oppose local data centers due to grid strains and extreme environmental footprints, China has fully commercialised a $226 million, offshore wind-powered underwater data center off Shanghai.The physical and digital worlds are colliding violently.Weekly roundup with Carmelo Giuliano and Sasha Asheghi from Arcanum Ventures.#ai #crypto #startups #digitalassets #tech #invest #investing #technology #news #technews Timestamps:00:00 – Intro01:10 – The Beijing Summit is Over, and it was Largely Unproductive05:11 – Trump Called Off A Scheduled Attack on Iran07:10 – China’s 'world's first' Offshore Wind-powered Underwater Data Center11:40 – 71% of Americans Oppose Data Centers15:29 – US Airline Bans Humanoid Robots19:37 – Cerebras Systems Went Public At $95 Billion Valuation22:43 – Google I/O 2026 Event27:47 – The Elon Musk vs. Sam Altman Trial is Wrapping Up31:25 – Cisco Cuts Nearly 4,000 Jobs To Spend More on AI35:29 – Anthropic is now Worth More than OpenAI40:18 – The CLARITY ACT Passed the Senate Banking Committee43:40 – Solstice43:54 – Fannie Mae Officially Accepting Crypto as Collateral for Mortgages48:53 – SpaceX $1.78 Trillion Valuation From Hyperliquid Pre-IPO53:14 – Biggest Fundraises of the Week55:26 – Outro--------------------------------------------------------------------------------------------------------------------------------------------------------------📍Useful Links for Arcanum Ventures:👉 Arcanum Ventures X: x.com/ArcanumVentures👉 Arcanum Ventures LinkedIn: https://www.linkedin.com/company/arcanum-ventures/👉 Arcanum Venture Website: https://www.arcanum.ventures/👉 Arcanum Telegram Community: https://t.me/Arcanumventures👉 Work With Us: https://www.arcanum.ventures/workwithusform/👉 Arcanum Media Center: https://www.arcanum.ventures/media-center/--------------------------------------------------------------------------------------------------------------------------------------------------------------📍Disclaimer:Arcanum Ventures is not currently invested in or advising with any of the mentioned companies. The context of this content is merely meant to provide discussion and insight to viewers interested in the #startups, #tech, #AI, and #web3 industries.This video was created to serve as an educational aid, and nothing in the video constitutes any financial advice. Do your own research and #invest wisely!

The Summit About Who Controls AI, Robots, and Oil for the Next Decade | BOOM ROOM Roundup

The global power map is being redrawn in Beijing.In Episode 18, Sasha and Melo break down Trump’s high-stakes arrival in China alongside Elon Musk, Jensen Huang, and Larry Fink.Plus, we cover the explosive updates from the Musk vs. Altman trial, where Sam Altman alleges Elon wanted 90% of OpenAI and a hereditary line of control.Trump arrived in Beijing this week with 17 corporate executives for a two-day summit with Xi Jinping. The guest list told you everything about American anxiety: Elon Musk for Tesla's rare earth magnet problem, Jensen Huang to negotiate whether China can buy his own chips, Tim Cook for Apple's supply chain, Larry Fink for capital flows. China arrived having weaponized rare earth export restrictions twice in 2025 to make Trump back down. The CFR published an analysis this week saying Xi is in the driver's seat.The same week Iran proposed Hormuz transit tariffs denominated entirely in Chinese yuan. India paid for Iranian oil in yuan for the first time in seven years. China's CIPS payment network processed $214 billion in March. The petrodollar is under direct attack and the timing relative to the Beijing summit was not accidental.Sam Altman testified in Oakland that Musk wanted total control of OpenAI and said it should pass to his children when he died. Musk was not in court. He was in Beijing.Anthropic launched a $1.5 billion venture with Goldman Sachs and Blackstone to embed Claude directly inside mid-sized businesses replacing traditional consulting firms. China controls more than 90% of the rare earth magnets inside every Western humanoid robot. Tesla Optimus production is already delayed because of it. Boston Dynamics IPO is approaching under Hyundai ownership. DARPA requested a $54 billion autonomous warfare budget representing a 24,000% increase.#ai #china #usa #trump #startups #technews #tech #technology #artificialintelligence #deeptech #digitalassets Weekly recap with Carmelo Giuliano and Sasha Asheghi from Arcanum Ventures.Timestamps:00:00 – Intro01:40 – Trump Heads to Beijing For A High‑Stakes Summit05:52 – Tehran Pushes More Crude Sales In Yuan10:14 – NASA quietly rewrites Artemis III15:07 – China Rare‑Earth Chokehold19:24 – Hyundai’s Boston Dynamics Faces IPO Pressure22:32 – DARPA Ramps Up Its 2026 Budget28:13 – Sam Altman Vs Elon Musk34:01 – Anthropic Is Backed With Around 1.5 Billion Dollars40:09 – Chinese AI Labs Drop Competing Open-Weight Coding Models42:18 – Dark Side Of Data Center44:34 – Data Center X Space**47:23 – Kevin W arsh Is Poised To Take Over The Fed51:32 – Charles Schwab Retail Spot Bitcoin and Ethereum Trading56:33 – The Biggest Fundraises Of The Week58:21 – Ethos Interview**1:00:05 – Outro--------------------------------------------------------------------------------------------------------------------------------------------------------------📍Useful Links for Arcanum Ventures:👉 Arcanum Ventures X: x.com/ArcanumVentures👉 Arcanum Ventures LinkedIn: https://www.linkedin.com/company/arcanum-ventures/👉 Arcanum Venture Website: https://www.arcanum.ventures/👉 Arcanum Telegram Community: https://t.me/Arcanumventures👉 Work With Us: https://www.arcanum.ventures/workwithusform/👉 Arcanum Media Center: https://www.arcanum.ventures/media-center/--------------------------------------------------------------------------------------------------------------------------------------------------------------📍Disclaimer:Arcanum Ventures is not currently invested in or advising with any of the mentioned companies. The context of this content is merely meant to provide discussion and insight to viewers interested in the #startups, #tech, #AI, and #web3 industries.This video was created to serve as an educational aid, and nothing in the video constitutes any financial advice. Do your own research and #invest wisely!

Elon Helped His Enemy. Iran Bombed a Data Center. Apple Lied About Siri. | BOOM ROOM Roundup

This week Elon Musk gave Anthropic access to his Colossus 1 supercomputer in Memphis — 300 megawatts of compute capacity and over 220,000 Nvidia GPUs. The same man who called Anthropic a company that "hates Western civilization" in February. The same supercomputer built to power Grok, his direct competitor to Claude.Iran struck an Amazon data center this week — the first time a major US cloud provider's physical infrastructure has been directly damaged by enemy action. Secretary of State Rubio declared Operation Epic Fury concluded and said the US now seeks a memorandum of understanding with Iran. Trump said a deal is "very possible." The ceasefire is in its most fragile state since April 8.Apple agreed to pay $250 million to settle a class action lawsuit over advertising Siri AI capabilities that did not exist at the time of the ads, still do not exist today, and will not exist for at least two more years. A Chinese court ruled that companies cannot legally fire workers because AI can do their job more cheaply. Coinbase cut 14% of its workforce citing AI and a market downturn. Meta acquired a robotics startup to accelerate its humanoid AI ambitions. Ukrainian forces captured a Russian military position using only ground robots and aerial drones — two Russian soldiers surrendered to a machine. Google quietly installed a 4GB Gemini Nano model on users' devices through Chrome without prompting. Justin Sun and World Liberty Financial are now suing each other simultaneously. The CLARITY Act advanced to Senate Banking Committee markup for the first time in eight months.Weekly recap with Carmelo Giuliano and Sasha Asheghi from Arcanum Ventures.Timestamps:00:00 — Intro01:39 — Marco Rubio Just Said the War Is Over05:05 — Iran Strikes Amazon Data Center08:16 — Meta Buys a Robotics Startup12:08 — Ukraine Captured a Russian Position Using Only Robots16:23 — Apple $250 Million Class Action Lawsuit21:34 — Gemini Nano Secretly Installed for Google Chrome Users25:42 — Chinese Court Rules Firms Can’t Lay Off Workers On AI Grounds30:20 — Anthropic Just Cut a Deal With Elon Musk35:26 — Justin Sun Sues World Liberty Financial41:04 — The CLARITY ACT is finally moving44:47 — Coinbase Cuts 14% of Workforce52:24 — Biggest Fundraise of the Week55:15 — Outro--------------------------------------------------------------------------------------------------------------------------------------------------------------📍Useful Links for Arcanum Ventures:👉 Arcanum Ventures X: x.com/ArcanumVentures👉 Arcanum Ventures LinkedIn: https://www.linkedin.com/company/arcanum-ventures/👉 Arcanum Venture Website: https://www.arcanum.ventures/👉 Arcanum Telegram Community: https://t.me/Arcanumventures👉 Work With Us: https://www.arcanum.ventures/workwithusform/👉 Arcanum Media Center: https://www.arcanum.ventures/media-center/--------------------------------------------------------------------------------------------------------------------------------------------------------------📍Disclaimer:Arcanum Ventures is not currently invested in or advising with any of the mentioned companies. The context of this content is merely meant to provide discussion and insight to viewers interested in the #startups, #tech, #AI, and #web3 industries.This video was created to serve as an educational aid, and nothing in the video constitutes any financial advice. Do your own research and #invest wisely!

Robot Soldiers in Ukraine? Drone Attacks on AWS? Here's What You Missed

Elon Musk took the stand in Oakland this week to sue OpenAI, Sam Altman, Greg Brockman, and Microsoft for $130 billion — accusing them of stealing a charity he helped found in 2015. The same day, the Wall Street Journal reported OpenAI missed its own revenue targets and the CFO warned the company may not be able to pay its compute contracts. By the end of the week OpenAI had ended its exclusivity with Microsoft and moved its models to Amazon.Elsewhere: Iran offered to reopen the Strait of Hormuz but demanded nuclear talks be delayed. Trump rejected the deal and said Iran has to "cry uncle." The Pentagon disclosed the Iran operation has cost $25 billion so far. The UAE announced it is leaving OPEC effective May 1. US Space Command confirmed Russia has fully operationalized co-orbital anti-satellite weapons capable of physically destroying other satellites. China blocked Meta's $2 billion acquisition of Manus AI and banned the Chinese co-founders from leaving the country. Meta signed a deal to beam 1 gigawatt of solar power from space satellites to run its data centers. A Chinese humanoid robot named Lightning ran a half marathon in 50 minutes and 26 seconds, beating the human world record by 7 minutes. Google signed a Pentagon AI deal hours after 600 of its own employees begged it not to. Western Union launched a Solana-powered stablecoin. And Trump changed his position on prediction markets within 72 hours.Weekly recap with Carmelo Giuliano and Sasha Asheghi from Arcanum Ventures.Timestamps:00:00 — Intro01:50 — Iran Offers a Deal and the US Says No05:14 — The UAE is Leaving OPEC09:47 — OpenAI could be making a phone with AI agents12:17 — Meta is Beaming Solar Power from Space for its Data Centers16:13 — Russia has Operational Orbital Weapons20:00 — A Chinese Robot Just Beat the Half Marathon World Record in Beijing23:07 — Trial Begins for Musk vs Altman28:56 — OpenAI Misses Its Revenue Targets32:25 — OpenAI Breaks Up with Microsoft36:13 — China blocks Meta’s $2B Manus deal39:22 — Google expands Pentagon’s access to its AI42:46 — SEC Declared a New Era for Crypto46:05 — Money Transfer Giant Western Union is Going On Chain49:22 — Trump changes tune on prediction markets53:55 — Biggest Fundraises of the Week57:02 — Outro--------------------------------------------------------------------------------------------------------------------------------------------------------------📍Useful Links for Arcanum Ventures:👉 Arcanum Ventures X: x.com/ArcanumVentures👉 Arcanum Ventures LinkedIn: https://www.linkedin.com/company/arcanum-ventures/👉 Arcanum Venture Website: https://www.arcanum.ventures/👉 Arcanum Telegram Community: https://t.me/Arcanumventures👉 Work With Us: https://www.arcanum.ventures/workwithusform/👉 Arcanum Media Center: https://www.arcanum.ventures/media-center/--------------------------------------------------------------------------------------------------------------------------------------------------------------📍Disclaimer:Arcanum Ventures is not currently invested in or advising with any of the mentioned companies. The context of this content is merely meant to provide discussion and insight to viewers interested in the #startups, #tech, #AI, and #web3 industries.This video was created to serve as an educational aid, and nothing in the video constitutes any financial advice. Do your own research and #invest wisely!

SpaceX Spent $10 Billion on a Coding Tool and Anthropic Can't Keep Its Secrets | BOOM ROOM Roundup

The Strait of Hormuz opened for 48 hours this week. Markets hit all-time highs. Then the US seized an Iranian cargo ship and Iran closed it again.Same week: Trump's Fed chair nominee told the Senate he won't be anyone's sock puppet — and still got blocked by his own party. SpaceX struck a deal giving it the right to buy the hottest coding tool in tech for $60 billion. Anthropic's most dangerous AI tool got accessed by strangers on the day it launched. Apple confirmed a new CEO. North Korea stole $293 million from DeFi. New York sued Coinbase and Gemini. Justin Sun flew to Central Asia to pitch a country on becoming his blockchain hub while the SEC is still trying to prosecute him.In Episode 15, Sasha and Melo break down the whiplash in the macro markets as Oil dropped to $84 and Bitcoin hit a near-record $77,400. We look at the "Solow Paradox" in AI: why $300B in investment hasn't moved the productivity needle for CEOs, even as Meta begins recording employee keystrokes to train its agents.Full breakdown with Carmelo Giuliano and Sasha Asheghi.Timestamps:00:00 — Intro01:17 — Iran Declared the Strait of Hormuz Completely Open03:45 — Trump's Nominee to Replace Jerome Powell07:46 — Tesla Robotaxi Expansion11:48 — NVIDIA and Siemens Factory Humanoid Robots14:39 — Engineers Have Printed Artificial Neurons17:20 — xAI Struck a Deal Giving it the Right to Acquire Cursor21:56 — Unauthorized Access to Anthropic’s Mythos24:59 — Tim Cook, CEO of Apple Retires28:49 — Meta is Recording Its Employees' Every Move32:09 — "AI Has No Positive Impact On Businesses"36:58 — NYAG Sues Coinbase and Gemini43:30 — $293mn DeFi hack of KelpDAO48:28 — Justin Sun Is Building a Sovereign Country52:47 — Biggest Fundraises of the Week56:57 — Outro#crypto #ai #artificialintelligence #blockchain #technews #investing #tech #politics #geopolitics #finance #robotics #startups --------------------------------------------------------------------------------------------------------------------------------------------------------------📍Useful Links for Arcanum Ventures:👉 Arcanum Ventures X: x.com/ArcanumVentures👉 Arcanum Ventures LinkedIn: https://www.linkedin.com/company/arcanum-ventures/👉 Arcanum Venture Website: https://www.arcanum.ventures/👉 Arcanum Telegram Community: https://t.me/Arcanumventures👉 Work With Us: https://www.arcanum.ventures/workwithusform/👉 Arcanum Media Center: https://www.arcanum.ventures/media-center/--------------------------------------------------------------------------------------------------------------------------------------------------------------📍Disclaimer:Arcanum Ventures is not currently invested in or advising with any of the mentioned companies. The context of this content is merely meant to provide discussion and insight to viewers interested in the #startups, #tech, #AI, and #web3 industries.This video was created to serve as an educational aid, and nothing in the video constitutes any financial advice. Do your own research and #invest wisely!