The show opens with Blue Origin's New Glenn rocket exploding during a static fire test, a significant setback for the company that started before SpaceX. The conversation then shifts to enterprise AI adoption, where the hosts debate whether the high costs are justified by solving high-leverage problems or merely clearing low-priority backlogs. A report of a company accidentally spending half a billion dollars a month on AI tokens highlights the need for tracking ROI. The hosts also note a healthy correction as companies cut unnecessary AI spending. The episode concludes with a look at the booming dinosaur fossil market, Jensen's confident demeanor before earnings, and a Reddit hypothetical about insider trading.