This week's roundup covers a turbulent period marked by escalating geopolitical tensions and a rapid re-evaluation of traditional risk models. We explore the rise of trade protectionism, the disruption of the SaaS model by AI orchestration, and the emergence of autonomous ecosystems, all while navigating increasingly complex regulatory landscapes and the evolving US-China competition.

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0:00 - Introduction
1:00 - Geopolitical Fragmentation & Shifting Risk Models
6:42 - AI-Driven Value Capture Shift: Orchestration & Verification
9:48 - Agentic AI & the Rise of Autonomous Ecosystems
13:06 - Regulatory Response & Innovation Stifling in AI/Crypto
16:36 - Decentralized Finance & Alternative Economic Systems
19:54 - The Evolving Dynamics of US-China Competition
23:00 - Conclusion