All Episodes

AGENDA:

[00:05] Musk’s $1 Trillion Pay Package: The Breakdown?

[00:15] Scale, Windsurf: Are Founders Just Mercenaries Chasing Cash Today?

[00:21] Ramp at $1B ARR, Brex at $700M — Is AI Causing All Boats To Rise?

[00:26] Sierra at $100M ARR Worth $10B — Bubble or Brilliant Bet?

[00:30] Kleiner Perkins Invests $100M into Anthropic at $183BN… WTF?

[00:36] $10B in OpenAI Secondaries — What Happens When 1,000 New Millionaires Hit SF?

[00:40] Anthropic Pays $1.5B to Authors — Fair Deal or Pure Piracy?

[00:44] Why Did ASML Just Invest into Mistral at $14BN?

[00:52] Atlassian Buys the Browser Company for $610M — Genius Move or Panic Buy?

[01:18] IRL CEO Arrested for Fraud: Is More To Come?

 

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