VC Roundtable: Niko Bonatsos (Verdict Capital), Rick Heitzman (FirstMark), and Aditya Agarwal (South Park Commons) join Jason to break down Bending Spoons' $1.285B acquisition of Airtable at an 80% discount, NVIDIA's new open-weight Alpamayo 2 model for self-driving cars, SpaceX's first earnings since IPO, why AMD dropped 10% despite beating estimates, the AI talent wars, DeepSeek's cost advantage over Anthropic, and whether coding jobs are already dead.