This week on Built 2 Scale, we call the market top with multiple bubble indicators: Wang's $14B acquisition raising eyebrows, Chamath's SPAC return, and a $30K baby naming service in San Francisco. Plus: OpenAI's explosive week with Sora video generation and the Stripe/Shopify shopping partnership that could capture billions in commerce revenue.

Built 2 Scale | Episode 26

Timestamps:

00:00:00 AFL Grand Final Weekend & Les Grossman Dance Plans

00:02:04 Nano Banana to Veo 3: AI Meme Evolution at Grand Finals

00:04:48 San Francisco VC Party Intel & Scale AI Drama

00:07:27 Wang's $14B Payday vs Steve Jobs' $10B Lifetime Earnings

00:09:49 Top of the Bubble: $30K Baby Naming & Chamath's SPAC Return

00:12:30 Las Vegas Police Deploy Cybertruck Fleet for Pursuits

00:14:56 Robot UFC Fighting: Peak San Francisco Bubble Indicator

00:15:26 Maximo Raises $9M to Automate Finance Teams

00:17:14 Thanks for Watching: AppLovin CEO on A-Players & Automation First

00:18:39 Hiring Strategy: Domain Experts vs Pure Automation Approach

00:21:45 Figma's Jevons Paradox: AI Efficiency Creates More Demand

00:23:23 OpenAI's Sora Video Model with Integrated Sound Launch

00:26:48 OpenAI x Stripe x Shopify: The Shopping Agent Infrastructure

00:30:24 Google Launches AI Mode Visual Search for Shopping Competition

00:31:45 Where LLMs Get Training Data: 40% Reddit, 26% Wikipedia

00:34:13 Periodic Labs: $300M "Founding Round" for AI Physical Sciences

00:38:10 Jensen Huang's Energy Arbitrage: $35B Revenue Per Gigawatt

00:42:09 Dyna Robotics: 99% Success Rate with Generalized Learning

00:46:51 Tesla RoboTaxi Cost Advantage: 50 Units vs Waymo's 6

00:49:09 Tesla Gigafactory China: 98% Automated Manufacturing Floor

00:52:18 Stripe's ACP Protocol: Commerce Infrastructure for Agent Economy

00:56:05 Founder Files: Keith Rabois' 8am Office Arrival Test

00:57:23 Building in Public: Hiring Talent from Your Media Diet

00:59:10 Personal Operating Systems: Brian Halligan's CEO Question

01:01:49 Strategy Session Advice: Henry Ford's "Faster Horses" Wisdom

THIS EPISODE COVERS:

AI Product Launches & Partnerships:

- OpenAI's Sora 2 video generation with integrated sound

- The OpenAI + Stripe + Shopify partnership creating conversational commerce infrastructure across millions of stores

- Google's AI Mode visual search with voice launching 24 hours later to compete for shopping dominance

- Stripe's Agentic Commerce Protocol (ACP) establishing transaction standards for agent-to-agent commerce

- Periodic Labs' $300M bet on AI solving humanity's hardest physical science problems

People Referenced:

- Jensen Huang (Nvidia CEO) - BG2 Pod interview

- Patrick Collison (Stripe CEO) - ACP protocol announcement

- Toby Lütke (Shopify CEO) - 15-year keylogging experiment

- Keith Rabois (investor) - 8am office test methodology

- Brian Halligan (HubSpot founder) - personal operating systems

- Demis Hassabis (DeepMind) - AlphaFold training methodology

- Alex Wang (Scale AI CEO) - Meta acquisition concerns

and more!

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About Built 2 Scale:

Weekly deep dives into AI business strategy, robotics deployment, and technology market dynamics. Hosted by Scott Wilcox (Melbourne) and Matt Perrott (Austin), delivering actionable intelligence for founders, investors, and operators navigating the AI transformation.

Subscribe: youtube.com/@built2scale

Available on: Spotify | Apple Podcasts | YouTube

Episode	Podcast	Published	Duration	Status

Episode	Podcast	Published	Duration	Status

OpenAI's SORA 2 Drops + WE CALLED THE BUBBLE TOP + Shopping Agents Win

Description

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