00:00 - Intro
00:08 - Anysphere $1B Raise Talks at $27B Valuation Amid AI Coding Boom
01:07 - Deel $300M Series E at $17.3B Valuation Fuels $1.2B ARR Growth
02:31 - Oura $900M Series E Doubles Valuation to $11B on 5.5M Ring Sales
04:02 - Zepto $450M Raise Hits $7B Valuation in $42B Indian Quick-Commerce Surge
05:22 - Kalshi $300M Raise at $5B Valuation as Trading Volume Nears $50B Annualized
06:24 - Plata $250M Series C at $3.1B Valuation Targets 10M Users by 2026
07:34 - Ripple $1B GTreasury Acquisition Caps $2.45B 2025 Deal Spree
08:21 - Black Forest $200M-$300M Raise at $3.25B Valuation Fuels FLUX.1 Expansion
09:27 - Prompt AI Apple Acquihire Targets HomeKit Vision Boost
10:13 - Thinking Machines Co-Founder Tulloch Departs for Meta Amid Talent Wars
11:10 - OpenAI Broadcom 10GW Custom AI Chip Partnership at $350B-$500B Cost
12:17 - OpenAI Walmart Instant Checkout Taps 270M Customers for Agentic Commerce
13:06 - Revolut UK License Delay Amid $4B Revenue and 65M Customer Expansion
14:03 - SpaceX Starship V2 Success Targets 2027 Moon Mission, $15.5B Revenue
15:01 - Anduril EagleEye MR Helmet Secures $159M Army Award in $22B IVAS Pivot
16:08 - Anthropic IBM Partnership Rolls Claude to 500K Deloitte Users
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