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00:00 - Intro
00:15 - OpenClaw Own the Memory File Thesis
02:37 - Anthropic $30B Series G, $380B Valuation
03:35 - Stripe Tender at $140B While Secondary Prints $151B
04:24 - Databricks $5B Equity at $134B and $2B Debt Capacity
05:23 - Harvey Talking $200M at $11B Up 38% From December
06:28 - Runway $315M at $5.3B Up 75% in Under 1 Year
07:37 - Apptronik Series A Reopened to $935M Total
08:32 - Modal Labs Discussed $2.5B Valuation Up 127% vs Recent Series B
09:22 - Gather AI $40M Series B for Warehouse Vision and Drones
10:31 - Simile $100M for AI Digital Twins With Brand Heavy Roster
11:30 - Erebor Bank National Charter and $635M Capital With 12% Requirement
12:45 - MrBeast Beast Industries Buys Fintech Step
13:42 - SpaceX Moon City Under 10 Years and Mars Still on the Roadmap
15:13 - Monaco Launches With $35M Raised for AI and Service Sales Model
16:26 - xAI Reorg Into 4 Areas and Colossus Expands Toward 2GW
17:54 - X Hits $1B ARR From Subscriptions With $3 to $40 Pricing