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- Wednesday = secondary market valuations, revenue multiples, performance, index fact sheets
- Saturdays = pre-IPO news and insights
00:00 - Intro
00:08 - Thinking Machines Targets $10B Valuation with $2B Seed Round
01:12 - ByteDance Revenue Hits $155B; Valuation Diverges
02:15 - Anysphere Revenue Quadruples; Eyes $10B Valuation
03:01 - Nuro Raises $106M at $6B Valuation
03:51 - Base Power Raises $200M to Scale Affordable Home Batteries
05:06 - Anthropic Launches Claude Max, Valued at $61.5B
06:15 - Ripple Acquires Hidden Road for $1.25B
07:13 - Canva Adds GenAI Tools; Valued at $37.9B
08:19 - Electricity Demand for AI Surges Globally
10:31 - OpenAI Rolls Out ChatGPT Memory Feature
11:30 - Google Joins Anthropic’s Model Context Protocol
12:43 - Safe Superintelligence Taps Google Cloud for Compute
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