E251: Cursor $50B round, lower vs secondary market; Wiz $32B acquisition closes w/ Google; Moonshot $18B valuation; Nscale $14.6B valuation; + more

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00:00 - Intro
00:47 - Cursor’s $50B Round Would Cement AI Coding’s New Heavyweight
01:43 - Wiz Closes $32B Deal with Google; Google’s Biggest Acquisition Ever
02:32 - Moonshot AI’s $18B Ask Shows Chinese AI Valuations Are Repricing Fast
03:34 - Nscale’s $14.6B Valuation Signals Europe’s AI Infra Race Is Scaling Up
05:06 - Legora’s $5.55B Jump Marks a Breakout Moment for Legal AI
06:08 - Alan’s Nears $1B ARR as Europe’s Digital Health Insurer Keeps Repricing Higher
07:12 - Replit’s $9B Valuation Shows Vibe Coding Investors Still Want More
08:01 - Nebius’s $2B Bet Extends Its Grip on AI Infrastructure
08:52 - Gumloop’s $50M Raise Says No-Code AI Agents Are Becoming Enterprise Software
09:52 - Wonderful Hits $2B in Just 13 Months as Global AI Support Rollouts Accelerate
10:45 - Rox Reaches Unicorn Status on an $8M ARR Sales-AI Story
11:36 - Sunday $1.15B Round Shows Embodied AI (Humanoids) Is Still Attracting Premium Capital
12:24 - Thinking Machines Lands 1 GW Nvidia Deal
13:24 - Yann LeCun’s AMI Labs Lands a Record-Scale $1.03B Seed
14:11 - Forethought - AI Service Automation Platform - Acquired by Zendesk
15:05 - Meta Acquires Viral AI-Agent Network Moltbook
15:57 - Eridu $200M Series A Targets a Hidden Bottleneck in AI Infrastructure
17:00 - Mind Robotics Raises $500M as Factory AI Becomes the Next Robotics Battleground
18:03 - OpenAI Buys Promptfoo to Harden Enterprise AI Agents
19:17 - Kraken Partners with Nasdaq to Push Tokenized Equities Closer to Market
20:19 - Anthropic Turns Code Review Into a New Enterprise AI Revenue Lever
21:25 - Anthropic, Blackstone, Hellman Strike AI Consulting JV
22:13 - Lovable Hits $400M ARR With Just 146 Employees
23:02 - Anduril Acquires ExoAnalytics in Defense Space Push
24:25 - Anduril Lands Potentially $20B Army Deal as Revenue Heads Toward $4B