E252: Vast Data $30B valuation, +229%; Kalshi $22B valuation, +2x; Mastercard buys BVNK; Canva signals 2027 IPO; + more

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00:00 - Intro
00:49 - Vast Data rockets to $30B after a $1B raise and a +229.7% valuation jump
01:51 - Kalshi hits $22B as revenue reaches $1.5B and monthly volume tops $10B
02:53 - Fal races to $8B with revenue at $400M and growth hitting +100% in months
03:43 - Yotta targets $4B valuation with a $1B capital plan and 30,000+ next-gen GPUs on deck
04:41 - Mastercard acquires BVNK for $1.8B
05:37 - Canva heads toward IPO territory at $47B with $4B revenue and 265M users
06:48 - Unitree files to raise $610M after hitting $248M revenue and #1 humanoid shipments
07:33 - Nvidia’s Huang likes their Lambda, Together AI, and Nscale investments
08:38 - Gecko Robotics lands a $54M Navy award with a $71M ceiling and 18 ships to start
09:31 - Mistral pushes deeper into enterprise with ‘Mistral Forge’ launch
10:33 - OpenAI is folding 3 products into 1 superapp as IPO prep accelerates
11:37 - OpenAI is reorganizing for a $665B compute buildout with a 6GW AMD chip deal
12:48 - Atoms brings Travis Kalanick back with $100M from Uber
13:30 - xAI offers forward deployed engineers as it chases enterprise growth with Shift4 win