00:00 - Intro
00:01 - Podcast Insights and Market Developments: CoreWeave and Anysphere
04:38 - CoreWeave: Strategic Positioning and Anthropic’s Impact
08:59 - Enterprise AI Cost and Impact
12:03 - The Shift to Sovereign AI
14:37 - Agentic Memory and Emerging Tech Opportunities
20:47 - Emerging Frontiers of Memory