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00:00 - Intro
00:08 - Tether's $500B Valuation
00:54 - OpenAI-Nvidia $100B AI Powerhouse Deal
02:10 - Stripe BuyBack at $106.7B
02:48 - TikTok US Valuation at Only $14B!
03:45 - Fermi's $13B IPO for AI Data Center Energy
04:18 - 1X Robotics' $10B+ Valuation
05:21 - Anthropic for Microsoft AI Copilot
05:51 - Databricks-OpenAI $100M Enterprise Pact
06:26 - CoreWeave's $6.5B New OpenAI Deal

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229 episodes