AI just crashed primetime. Kalshi dropped a fully AI-generated ad during the NBA Finals — no cameras, no crew, just Google’s Veo model and a national TV slot.

We talk to Kalshi’s Head of Growth on how it happened, Luma AI’s CEO on what’s coming next for generative video, and Databricks CEO Ali Ghodsi on why Big Tech’s AI teams are burning out.

Plus, Jeff Richards of Notable Capital joins to unpack what it all means for investors.