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00:00 - Intro
00:54 - OpenAI Strikes Defense Deal, Hits $314B in Secondaries
01:54 - OpenAI-Microsoft Standoff Over Equity, Revenue, IP, and AGI
03:07 - xAI Burns Billions, Seeks $9.3B More Amid $121B Valuation
04:13 - Anysphere Doubles Valuation Weeks After Raise
05:30 - GENIUS Act Sets Stage for Stablecoin Innovation
06:39 - X Builds Financial Tools, Eyes Full-Stack Money Play
07:58 - Scale AI Pivots After Losing OpenAI, Potentially Google
09:07 - Revolut Builds AI Financial Assistant
09:58 - Meta’s Safe Superintelligence Acquisition Bid Rejected, Hires CEO

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00:00 - Intro
00:40 – Meta buys 49% of Scale AI
11:19 – Ramp raises at $16b
24:11 – AI app, Glean, raises at $7.2b

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00:00 - Intro
00:51 - Scale AI gets $14.3B from Meta, hits $29B valuation
02:03 - Starlink doubles subs to 6M, adds 100K in Africa
03:22 - SpaceX expands Starship launch capacity in Florida
04:08 - Databricks adds Google Gemini, hits $72.8B valuation
05:09 - Perplexity partners with Nvidia, eyes $14B raise
06:08 - Glean raises $150M at $7.2B valuation
07:13 - Mistral hits $6B valuation, expands sovereign AI reach
08:32 - Gecko Robotics doubles to $1.25B valuation
09:28 - Bullish files confidentially for US IPO

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00:00 - Intro
00:46 - AI teaching our kids, Alpha School (Texas)
23:48 - Circle IPO a huge success
35:55 - Meta’s $10b investment into Scale AI

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00:00 - Intro
00:46 - Musk's political bets pay off
08:21 - Future of personal devices (Neuralink, OpenAI/Ive, Meta/Google glasses)
22:42 - AI Apps the next huge investment opportunity?

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00:00 - Intro
00:29 - OpenAI & Microsoft closer to deal
10:58 - Wonder is no bueno?
22:02 - Function Health, wearables + pre-IPO health stocks

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00:00 - Intro
00:07 - SpaceX Cleared for 25 Starship Launches at Starbase
00:58 - Wonder Raises $600M at $7B+ Valuation
01:46 - Function Health Seeks $2B Valuation After Ezra Deal
02:38 - OpenAI Seeks to Restructure Microsoft Deal
03:51 - OpenAI Appoints Instacart CEO to Lead Applications Division
05:26 - Stargate Plans $500B Global AI Data Center Expansion
06:35 - Whoop Launches 5.0 and Medical Grade Devices
07:50 - Klarna Gains from Regulatory Rollback

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00:00 - Intro
00:21 - Nick in Omaha for Warren Buffett
13:14 - eToro IPO is happening!
19:09 - Epic wins vs Apple, Fortnite back on iOS
28:52 - Starlink winning in Africa, Congo approval

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00:00 - Intro
00:07 - Neuralink Raises $500M at $9B Valuation
01:01 - Discord Appoints New CEO Amid IPO Speculation
01:52 - Last of X debt sold by MStanley
03:01 - Glean Raises at $7B Valuation as ARR Tops $100M
03:43 - Anthropic Adds Claude Features, Projects $34.5B Revenue by 2027
04:37 - Epic Games Wins Against Apple, Returns to iOS App Store
05:37 - Stripe Enables iOS Developers to Bypass Apple’s 30% Fee

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00:00 - Intro
00:21 - Revolut is killing it!
15:16 - Shein + tariff impact
24:21 - Autonomous driving regulation