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 (May 25 - May 29, 2026): Kraken expands its ecosystem with Kraken Prop, offering up to $200,000 in funded capital. VanEck launches the first U.S. spot BNB ETF (VBNB), giving regulated exchange-traded exposure to BNB. Circle strengthens its payments infrastructure by integrating Nium into the Circle Payments Network. Anthropic raises $65 billion in a Series H round at a $965 billion valuation.

At Consensus 2026 by CoinDesk in Miami, one of the most important conversations around crypto infrastructure and artificial intelligence came from Nathan McCauley, CEO and co-founder of Anchorage Digital. Anchorage Digital is calling this next phase Agentic Banking, and the company announced its launch at Consensus alongside Google Cloud as an inaugural strategic partner.

This week overview (May 18 - May 22, 2026): Tether and Gnosis co-led a $4.4 million seed round into Sorted Wallet. MoonPay acquired cross-chain infrastructure platform Decent.xyz in an eight-figure deal and launched MoonPay Trade. Blackstone and Google announced a new AI infrastructure joint venture backed by a $5 billion commitment. Hyperliquid’s HYPE token surged above $60 after spot HYPE ETFs from Bitwise and 21Shares.