00:00 - Intro
00:53 - Anthropic Targets $100B Valuation
02:21 - Anthropic Launches Claude 4 Financial Tools
03:20 - Thinking Machines Raises $2B at $12B Valuation
04:58 - OpenEvidence Secures $210M at $3.5B Valuation
07:11 - Xtend Adds $30M to Reach $100M Total Funding
09:10 - Cognition Acquires Windsurf with $82M ARR
11:12 - Via Files IPO with $326.6M Projected Revenue
12:13 - Polymarket Clears Probes After $3.6B Election Bets
13:00 - xAI Wins $200M DoD Contract at $121.1B Valuation
14:00 - Scale AI Cuts 14% Staff Post-$870M Revenue
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