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00:00 - Intro
00:47 - SpaceX Eyes the Biggest IPO Ever, $1.75T
01:50 - SpaceX Moves to Wipe Out $17.5B of Debt
02:23 - Anduril New Primary Round at $60B, Secondary Still Trading at $90B+
03:20 - Anduril’s $4.3B 2026 Revenue Forecast
04:05 - Together AI New Round at $8.5B Post-Money
05:01 - Decagon Closes Employee Equity at $4.5B
05:57 - Eight Sleep Lands at a $1.5B Valuation
06:44 - Cursor $2B Feb 2026 Revenue Run Rate
07:37 - Cursor Wants Agents Working Without Supervision
08:15 - Stripe Wants to Monetize AI Usage
09:15 - Anthropic Revenue Up 100% In Just Last Few Weeks, $20B
09:44 - Arda Is Taking AI to the Factory Floor
10:34 - Epic Forced Google to Cut the Toll
11:30 - OpenAI Revenue at $25B
12:22 - OpenAI New Model GPT-5.4 Pushes the Frontier Again
13:15 - Kraken Gets Fedwire Access, First For Crypto Firm