The AGI Pre-nup | Nvidia's $5T Target | Gartner Predicts 25% SEO Drop

AI CONTENT DISCLOSURE: This episode's narration is generated by an AI clone of the host's voice. The script, analysis, and insights are 100% human-written by Tatjana Pandurevic.

This week, we're digging into the multi-billion dollar deals and strategic pivots defining the next era of AI. We decode Microsoft and OpenAI's new "AGI pre-nup" and what it really means for their revenue and IP. We also cover Nvidia's historic $5 trillion valuation—and the new strategic pressures that come with it.

Plus, we dive into the single biggest shift in digital marketing: Gartner's prediction that traditional search is dying, and the rise of "Generative Engine Optimization (GEO)."

In this episode, you'll learn:

• The "AGI Pre-nup": The fine print of the new Microsoft/OpenAI deal. Why the new "expert panel" is a financial trigger to end 20% revenue sharing and how the IP rights really work through 2032.
  
  
• Nvidia's $5 Trillion Target: What's actually driving the stock—from $500B in projected sales to a $100B OpenAI deal—and how Google's TPUs and Amazon's Trainium chips create a serious risk.
  
  
• The End of SEO: Why Gartner is predicting a 25% decline in traditional search volume by 2026. We explain the new rules of "Generative Engine Optimization" (GEO) and why brand mentions now matter more than backlinks.
  
  
• Anthropic's "Data Moat": How Claude is strategically challenging Copilot in finance by plugging directly into data from LSEG and Moody's, and the massive productivity gains at its $1.6T client, Norges Bank.
  
  
• Also covered: Google's "efficiency paradox" and the AI energy crisis, GitHub's new "Agent HQ," and Anthropic's "introspective awareness" breakthrough.

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