This episode slices through a blistering news cycle to track three seismic shifts: AI assistants have migrated from speakers to the web and every screen; reasoning AI is going physical with open‑source stacks for cars and robots; and consumer adoption in healthcare is already massive and quietly consequential. We unpack Amazon’s tactical pivot — Alexa.com and an agentic Alexa Plus with Expedia, Yelp and Uber integrations — and why that distribution advantage matters as rivals like OpenAI chase vision and commerce (hence the Pinterest chatter). Then we explain Nvidia’s Alpamayo and the “ChatGPT moment for physical AI”: chain‑of‑thought reasoning, open datasets, and auditable decision traces that lower the barrier to building autonomous vehicles and robots — and force regulators to rethink safety for open components. We cover the hardware and economics powering the shift: Vera Rubin chips promising ~10x cost cuts, AMD roadmaps that leapfrog performance, Meta’s Kernel Evolve automating hardware-specific tuning, and smaller smart models like Falcon H1R that beat much larger rivals. For marketers and founders the implications are immediate — agentic commerce, visual-first shopping experiences, and turnkey creative workflows (think Gen Store and nanobanana Pro) change go-to-market economics for solo sellers and brands. We also dig into the hidden story in healthcare: ~40 million daily ChatGPT health users, 5% of all prompts, 70% outside clinic hours and hundreds of thousands weekly from rural “hospital deserts,” pushing regulators toward new FDA pathways. Finally, we highlight what investors and builders must watch: gross profit per token (gppt) as the new valuation lever (0.71 correlation), risky CAPEX bets built on LOIs, and the regulatory tension between fast open innovation and public safety. Actionable takeaways for marketing pros: plan for agentic, multimodal experiences; prioritize efficiency over scale; and map regulatory exposure as a go‑to‑market risk.