E248: OpenAI $280B in 2030 revenue! + “buys” OpenClaw; Grafana $9B valuation; World Labs $5B valuation; + more

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00:00 - Intro
00:02 - AG Dillon Funds closing on Mar 31, 2026
00:51 - OpenAI Financials $280B revenue target meets $665B cost wall
03:58 - OpenAI “buys” OpenClaw, Steinberger joins OpenAI
04:42 - OpenAI Series C aims to shatter records at $850B post money
05:41 - OpenAI and Tata bet on India with a 100 MW to 1 GW buildout path
06:29 - Grafana’s $9B round talks ride a $400M ARR wave
07:23 - World Labs lands Autodesk and targets a rumored $5B valuation
08:18 - Temporal wants to be the load bearing layer for agent execution
09:31 - Mesh Optical’s $50M Series A targets the chokepoint inside AI data centers
10:43 - Render’s $1.5B valuation is a bet that AI apps need a new runtime
11:40 - Stash acquired by Grab for $425M
13:06 - Physical Superintelligence pitches a physics breakthrough factory with a 20 person team
14:07 - Figma plugs Claude Code into design and risks losing the workflow
15:00 - Anthropic ships Sonnet 4.6 just 12 days after Opus 4.6
15:26 - Stripe’s Bridge wins OCC trust charter signal as stablecoin scrutiny rises
16:37 - Cohere puts 70 plus languages on device with a 3.35B parameter model
17:53 - ElevenLabs turns agent risk into an insurable product at $12.2B secondary
19:05 - Mistral buys Koyeb and adds 16 engineers to harden its compute stack