00:00 - Intro
00:07 - Kalshi Fields $10B+ Valuation Offers Post-$5B Raise
01:12 - Crusoe $1.38B Raise at $10B+ Valuation Fuels AI Infra Expansion
02:31 - Redwood Materials $350M Series E at $6B Valuation Boosts Battery Recycling
04:04 - OpenEvidence $200M Series C at $6B Valuation Drives Medical AI Adoption
05:35 - Cohere $7B Tender Offer Amid $150M ARR Enterprise LLM Growth
06:40 - Synthesia $4B GV-Led Round Talks Post-Adobe $3B Acquisition Bid
08:05 - Suno $100M+ Raise at $2B+ Valuation in AI Music Surge
09:04 - Anduril Acquires AIRS to Bolster Multi-Domain Infrared Sensing
10:13 - Revolut Mexico Banking Launch Amid $4B Revenue Expansion
11:18 - X Launches Inactive Handle Marketplace for Premium Monetization
12:10 - Anthropic Tens of Billions Google TPU Deal Expands Compute Footprint
13:08 - OpenAI $15B Wisconsin Data Center Partnership with Oracle
14:17 - OpenAI Acquires Sky AI Mac Interface Team in Consumer Push
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