We just witnessed a complete macro regime change in 30 days.While the "Metaverse" is being quietly unplugged after a $73B loss, the physical world is being rebuilt. We cover NASA’s $20B Ignition plan for a permanent moon base, Elon Musk’s $20B "Terafab" semiconductor bet in Austin, and Peter Thiel’s $220M investment into an AI cow-collar startup valued at $2B.Timestamps:0:00 – Intro1:44 – Fed holds rates4:19 – Middle East war threatens the AI boom8:03 – NASA "Ignition" event10:50 – Peter Thiel just put $220M into an AI cow collar startup15:17 – Musk announces $20B+ Terafab18:47 – Meta kills Horizon Worlds VR24:45 – Snapchat’s new ‘AI Clips’ Lens29:43 – OpenAI shuts down Sora32:42 – Federal judge calls Pentagon's Anthropic crackdown "troubling"35:24 – Anthropic launched computer use in Claude Cowork and Claude Code38:45 – Institutional Crypto Frenzy41:41 – Kraken IPO incoming44:04 – Spade $40 million Series B funding44:23 – Advanced Machine Intelligence raise $1.03 Billion44:51 – Cloaked $375 million Series B funding45:16 – Halter $220 million Series E funding45:53 – Knox Systems $25 million in Series A funding46:13 – Gimet Labs $80 million in Series A funding46:42 – Outro