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00:00 - Intro
00:46 - Reflection AI Hits a $25B Price Tag in Nvidia’s Open Model Push
01:42 - Shield AI Lands $1.5B as Valuation Jumps 140%
02:31 - Physical Intelligence Nears $11B Just 4 Months After Its Last Round
03:15 - Harvey Reaches $11B as Legal AI Keeps Scaling
04:02 - Aetherflux Targets $2B as It Pivots to Space Data Centers
04:46 - Granola Reprices to $1.5B as Meeting Notes Become Workflow Software
05:37 - Anthropic Pushes Claude Further Into Computer Use
06:35 - Anthropic Eyes a $60B+ IPO as Soon as Q4
07:31 - Anthropic and Google Line Up a 500 MW Texas Data Center
08:11 - Anthropic Mythos Emerges in a Leak of 3,000 Assets
09:06 - OpenAI Pushes Its Fundraise Past $120B
09:55 - OpenAI Ads Cross $100M ARR in Under 2 Months
10:35 - Databricks Uses Its $5B Raise to Expand Security and M&A
11:29 - Crusoe Signs a 12 GWh Battery Deal for AI Infrastructure
12:18 - Sierra Rebuilds the Customer Service Stack Around Agents
13:11 - Figure AI Brings a Humanoid Robot to the White House
14:03 - Cohere Launches a 2B-Parameter Voice Model for Enterprise AI
