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00:00 - Intro
00:07 - Decagon’s $250M Round Triples Valuation to $4.5B
01:17 - xAI Gets $2B From Tesla After $20B Series E
02:06 - Synthesia Raises $200M at $4B as ARR Targets Hit $200M
03:25 - SpaceX Eyes June 2026 IPO With $50B Raise at $1.5T
03:52 - SpaceX Starship V3 Heads for Mid-March
04:27 - SpaceX Starlink Lands Gulf Air Deal as Fleet Rollout Begins Mid-Year
05:19 - Richard Socher’s Recursive Talks $4B Valuation and Big Compute Spend
06:12 - Ricursive Hits $4B Valuation Two Months After Launch With $300M Series A
07:04 - Automation Anywhere in Talks to Buy C3.AI and Go Public by Merger
08:02 - Harvey Buys Hexus as $8B Secondary Valuation Holds Flat
08:54 - Anduril Plans 5,500-Job Long Beach Buildout as Valuation Jumps 157%
09:49 - Anthropic Brings Slack and Figma Into Claude as Valuation Tops $370B
10:54 - Anthropic Wins GOV.UK Pilot to Build AI Assistant for Job Seekers
11:48 - Anthropic Forecasts $18B Sales This Year, $55B Next, But Pushes Profit to 2028
13:02 - Moonshot’s Kimi K2.5 Upgrades to Omni as Valuation Target Moves Toward $5B
13:53 - OpenAI Preps for Q4 2026 IPO
14:32 - OpenAI’s $100B Raise Takes Shape With Amazon at $50B and SoftBank at $30B
15:17 - OpenAI Launches Prism on GPT-5.2 as Science Usage Hits 8.4M Messages a Week
16:28 - Tether Launches USAT With Anchorage as US Stablecoin Rules Tighten
17:47 - Redwood Upsizes Series E to $425M as Google Joins and Valuation Clears $6B
18:56 - US DOE Cuts Nuclear Rulebook by a Third as Startups Raise $1B+
19:51 - Perplexity Signs $750M Microsoft Cloud Deal While Keeping AWS Preferred