First up, Craig briefly recaps the RVI IPO and highlights the new Fundrise Innovation Fund VCX listing date.

Vibe coding startups are RED HOT. Craig features a handful of the fastest-growing vibe coding startups and their staggering revenue growth.

In IPO Radar news, Anduril confirms its $60 billion valuation, Saronic is raising a Series D, and Sierra Space closes its Series C.

Craig talks about the economics of defense tech, and how startups lowering cost improve the economics of battle to deter adversaries.

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(0:00) Intro

(0:30) RVI IPO Disappointment

(2:13) Fundrise VCX Listing Date

(3:36) Vibe Coding Investing

(5:15) Cursor Staggering Growth

(8:13) Claude Code and Codex

(8:44) Cursor IPO Potential

(8:54) Replit Fundraise

(9:45) Replit ARK Venture Fund

(10:05) Lovable Revenue Growth

(11:00) Lovable Valuation

(11:52) Cognition

(13:06) History Repeats

(13:57) SaaS-Pocalypse

(14:38) Personal Experience

(15:18) Code Modernization and Optimism

(17:08) IPO Radar News

(17:24) Anduril $60 Billion Valuation

(17:42) Defense Tech Opportunity

(18:56) Saronic Series D

(21:03) Invest in Defense Startups?

(21:41) Sierra Space Technologies

(22:45) Sierra Space Series C

(23:11) Sierra Space IPO Potential

(24:51) Outro

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