00:00 - Intro
00:51 - Klarna's $15.1B IPO + Up in Public Markets (as of Thu, Sep 11)
01:51 - Cognition's $400M Raise at $10.2B Valuation
02:43 - ElevenLabs' $100M Tender at Doubled $6.6B Valuation
03:05 - Replit's $250M Funding at $3B Valuation
04:05 - X Square Robot's $140M Raise, New Robot OS Released
04:41 - Mistral Finalizes $1.5B Funding at $11.7B Valuation
05:12 - Perplexity Finalizes $200M Round at $20B Valuation
05:32 - Databricks >$4B ARR in Jul 2025, up 50% YoY
06:07 - Ramp's $1B ARR, +43% in 6 Months
06:51 - SpaceX's $17B Spectrum Deal with EchoStar
08:01 - Anduril's $1.26B of New Contracts
09:06 - AlterEgo's Silent Sense Wearable Launch
10:02 - OpenAI's $300B Oracle Data Center Deal
10:39 - OpenAI + Microsoft Agree on Nonprofit to For-profit Shift
11:05 - Thinking Machines' $2B Seed at $12B Valuation
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