When Lex Fridman sat down with Jensen Huang for 2.5 hours in March 2026, the expectation was a chip company CEO talking about GPUs. What followed was something different. Podcast #494 has become one of the most referenced conversations in venture circles this year. Not because of NVIDIA's $4 trillion valuation. But because Jensen Huang spent two and a half hours explaining exactly how that happened, and what the next decade looks like from where he's standing.

This week overview (June 8 - June 12, 2026): • Cyera raised $600 million at a $12 billion valuation, highlighting growing demand for AI-era cybersecurity platforms. • TensorWave secured $350 million to expand its AMD-powered AI infrastructure. • Bybit launched IPO Express, bringing tokenized IPO access to retail investors and allowing participation in offerings such as SpaceX. • NinjaOne surpassed a $12.3 billion valuation after raising over $400 million.

At Consensus 2026, Solana co-founder Anatoly Yakovenko had a conversation with Ali Yahua from a16z crypto, reflecting on how far the crypto industry has come, and why he believes the next phase of growth will be driven by execution rather than experimentation.

This week overview (June 1 - June 5, 2026): • Franklin Templeton integrated its BENJI tokenized money market fund with MoonPay Trade. • Robinhood completed its $180 million acquisition of WonderFi, entering the Canadian crypto market. • Alphabet increased its planned equity raise to $84.75 billion. • Coinbase and Better funded the first bitcoin-backed mortgage, allowing borrowers to use bitcoin and USDC as collateral for home purchases.

At Consensus 2026, industry leaders Britt Cambas of Circle, Rachel Castro of Business Banking Partnerships of U.S. Bank, Pauline Shangett of ChangeNOW and Ali Tager of the National Cryptocurrency Association explored one of crypto's most important challenges: trust. The panel explored what creates trust, how companies earn it, and why the future of crypto adoption may depend more on human relationships than technical innovation.