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00:00 - Intro
00:07 - Tether $10B+ Profit Fuels $20B Buyback Ambition
01:05 - Ripple $500M Raise at $40B Valuation Boosts Global Payment Push
01:53 - Decagon Eyes $4-5B Valuation on 100x ARR Multiple
02:38 - Crusoe Tender Implies $13B Valuation (+30%)
03:20 - Google-Wiz $32B Deal (+39%) Clears DOJ
04:09 - Armis $435M Pre-IPO Round at $6.1B (+36%)
04:52 - Harvey Raises $150M at $8B Valuation (+multi-round 2025 surge)
05:34 - OpenAI Revenue Soars … $574.9B Secondary Valuation (+15%)
06:35 - OpenAI 1M Business Customers + 800M Weekly Users
07:25 - OpenAI-AWS $38B Cloud Deal Reshapes Infra Market
07:55 - Lambda + Microsoft Multibillion AI Infra Deal (+90.1%)
08:56 - Gemini Prediction Markets Expand Crypto Derivatives Frontier
09:57 - Perplexity v. Amazon Tests AI Agent Commerce Rules
10:54 - Anthropic $70B revenue + wins Cognizant Deal
12:19 - Epic Games-Google Settlement Redefines App-Store Economics
13:15 - SpaceX Starlink 8M Users >> $446.3B Secondary Valuation (+11.6%)
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