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00:00 - Intro
00:07 - SpaceX Acquires xAI at a $1.25T Combined Valuation
01:39 - SpaceX Seeks Early Index Inclusion Once Public
02:50 - SpaceX Files for 1M AI Data-Center Satellites
03:37 - Anthropic Lines Up a $350B Employee Tender
04:16 - Anthropic Opus 4.6 Ships With 1,000,000 Tokens and “Agent Teams” for Parallel Work
04:53 - Goldman Uses Anthropic’s Claude for AI Agents
05:49 - Waymo Nears a $16B Round at $110B as Alphabet Writes Most of the Check
06:34 - Cerebras Jumps to $23B Post-Money on a $1B Raise and a 750MW OpenAI Compute Deal
07:15 - ElevenLabs Raises $500M at $11B and Targets a 2x ARR Step-Up
07:59 - Clay’s New Employee Tender - $5B Tender After ARR Hits $100M
08:52 - Lotus Health Raises $35M to Build a Free AI Primary-Care Practice Across All 50 States
09:46 - Goodfire Raises $150M at $1.25B to Make Black-Box Models Debuggable
10:42 - Accrual Raises $75M to Deliver AI to Slower-Adopting Industries/Sectors
11:28 - Fundamental Emerges With $255M and a $1.2B Valuation to Own Structured Data AI
12:33 - OpenAI Launches Standalone Coding App
13:29 - OpenAI Frontier Pitches the Enterprise Agent Control Plane as B2B Revenue Targets 50% of Total Rev