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00:00 - Intro 00:47 - SpaceX Eyes the Biggest IPO Ever, $1.75T 01:50 - SpaceX Moves to Wipe Out $17.5B of Debt 02:23 - Anduril New Primary Round at $60B, Secondary Still Trading at $90B+ 03:20 - Anduril’s $4.3B 2026 Revenue Forecast 04:05 - Together AI New Round at $8.5B Post-Money 05:01 - Decagon Closes Employee Equity at $4.5B 05:57 - Eight Sleep Lands at a $1.5B Valuation 06:44 - Cursor $2B Feb 2026 Revenue Run Rate 07:37 - Cursor Wants Agents Working Without Supervision 08:15 - Stripe Wants to Monetize AI Usage 09:15 - Anthropic Revenue Up 100% In Just Last Few Weeks, $20B 09:44 - Arda Is Taking AI to the Factory Floor 10:34 - Epic Forced Google to Cut the Toll 11:30 - OpenAI Revenue at $25B 12:22 - OpenAI New Model GPT-5.4 Pushes the Frontier Again 13:15 - Kraken Gets Fedwire Access, First For Crypto Firm
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