00:00 - Intro
00:54 - OpenAI Strikes Defense Deal, Hits $314B in Secondaries
01:54 - OpenAI-Microsoft Standoff Over Equity, Revenue, IP, and AGI
03:07 - xAI Burns Billions, Seeks $9.3B More Amid $121B Valuation
04:13 - Anysphere Doubles Valuation Weeks After Raise
05:30 - GENIUS Act Sets Stage for Stablecoin Innovation
06:39 - X Builds Financial Tools, Eyes Full-Stack Money Play
07:58 - Scale AI Pivots After Losing OpenAI, Potentially Google
09:07 - Revolut Builds AI Financial Assistant
09:58 - Meta’s Safe Superintelligence Acquisition Bid Rejected, Hires CEO
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