Apple Unveils iPhone Duo, Muse AI Agent, Keith Rabois Joins | David Cahn, Mikey Shulman, David Perell, Jim Reilly, Fletcher Richman

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(01:44) - Apple Unveils iPhone Duo (13:08) - Steve Jobs Predicts ChatGPT (21:38) - Apple Kicks off Ternus Era (30:03) - Meta Launches Muse AI Agent (45:41) - Anthropic Researcher Quits Over AI (54:08) - David Cahn discusses how AI is reshaping venture capital through concentrated investment in leading private companies, an approaching wave of IPOs, and massive data-center infrastructure needs. The Sequoia Capital investor also highlights opportunities in energy, hardware, robotics, and industrialization, emphasizing defensible intellectual property, strong founders, and aligning investment timelines with market demand. (01:10:39) - Mikey Shulman, co-founder and CEO of Suno, discusses the…