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- Morgan Housel on Buffett's retirement, Greg Abel's succession, and the psychology of spending money
- Sequoia's Sonya Huang on AI application layer winners, humanoid robotics timeline, and enterprise AI battles
- Slow Ventures' Will Quist on why most AI startups are selling 'vibe revenue' and the case for capitalist founders
- Madic Robotics co-founder explains vision-only home robot approach and path to multi-task humanoid