Episodios

  • E210: Harvey eyes $5B primary valuation amid legal AI surge; Wealthfront preps IPO after strong $290M revenue; Snyk acquires Invariant to secure AI risks; PlayAI in acquisition talks with Meta; OpenAI and Microsoft clash over AGI clause; Kalshi hits $2B p

    E210: Harvey eyes $5B primary valuation amid legal AI surge; Wealthfront preps IPO after strong $290M revenue; Snyk acquires Invariant to secure AI risks; PlayAI in acquisition talks with Meta; OpenAI and Microsoft clash over AGI clause; Kalshi hits $2B p
    Jun 27 2025

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    00:00 - Intro
    00:53 - Harvey Eyes $5B Primary Valuation Amid Legal AI Surge
    01:58 - Wealthfront Preps IPO After Strong $290M Revenue
    02:42 - Snyk Acquires Invariant to Secure AI Risks
    03:47 - PlayAI In Acquisition Talks With Meta
    04:46 - OpenAI and Microsoft Clash Over AGI Clause
    06:12 - Kalshi Hits $2B Primary Valuation Amid Legal Wins
    07:00 - Polymarket Nears $1B Valuation With $200M Raise
    07:49 - Melio Acquired by Xero at $2.5B
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    9 m
  • E209: OpenAI proposes Microsoft own 33% equity in for-profit transition; Cluely records everything you see, say, and hear; Canva secondary deal at $37b valuation; What is Scale’s secondary valuation post-Meta deal?

    E209: OpenAI proposes Microsoft own 33% equity in for-profit transition; Cluely records everything you see, say, and hear; Canva secondary deal at $37b valuation; What is Scale’s secondary valuation post-Meta deal?
    Jun 24 2025

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    00:00 - Intro
    00:39 – OpenAI proposes Microsoft own 33% equity in for-profit transition
    11:10 – Cluely records everything you see, say, and hear
    25:32 – Canva secondary deal at $37b valuation
    31:54 – What is Scale’s secondary valuation post-Meta deal?

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    38 m
  • E208: OpenAI strikes defense deal, hits $314B in secondaries; OpenAI-Microsoft standoff over equity, revenue, IP, and AGI; xAI burns billions, seeks $9.3B more amid $121B valuation; Anysphere doubles valuation weeks after raise; Genius Act sets stage for

    E208: OpenAI strikes defense deal, hits $314B in secondaries; OpenAI-Microsoft standoff over equity, revenue, IP, and AGI; xAI burns billions, seeks $9.3B more amid $121B valuation; Anysphere doubles valuation weeks after raise; Genius Act sets stage for
    Jun 20 2025

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    00:00 - Intro
    00:54 - OpenAI Strikes Defense Deal, Hits $314B in Secondaries
    01:54 - OpenAI-Microsoft Standoff Over Equity, Revenue, IP, and AGI
    03:07 - xAI Burns Billions, Seeks $9.3B More Amid $121B Valuation
    04:13 - Anysphere Doubles Valuation Weeks After Raise
    05:30 - GENIUS Act Sets Stage for Stablecoin Innovation
    06:39 - X Builds Financial Tools, Eyes Full-Stack Money Play
    07:58 - Scale AI Pivots After Losing OpenAI, Potentially Google
    09:07 - Revolut Builds AI Financial Assistant
    09:58 - Meta’s Safe Superintelligence Acquisition Bid Rejected, Hires CEO
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    11 m
  • E207: Meta buys Scale 49% of Scale AI; Ramp raises at $16b; AI app, Glean, raises at $7.2b

    E207: Meta buys Scale 49% of Scale AI; Ramp raises at $16b; AI app, Glean, raises at $7.2b
    Jun 17 2025

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    00:00 - Intro
    00:40 – Meta buys 49% of Scale AI
    11:19 – Ramp raises at $16b
    24:11 – AI app, Glean, raises at $7.2b
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    42 m
  • E206: Scale AI gets $14.3B from Meta, hits $29B valuation; Starlink doubles subs to 6M, adds 100K in Africa; SpaceX expands Starship launch capacity in Florida; Databricks adds Google Gemini, hits $72.8B valuation; Perplexity partners with Nvidia, eyes $1

    E206: Scale AI gets $14.3B from Meta, hits $29B valuation; Starlink doubles subs to 6M, adds 100K in Africa; SpaceX expands Starship launch capacity in Florida; Databricks adds Google Gemini, hits $72.8B valuation; Perplexity partners with Nvidia, eyes $1
    Jun 13 2025

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    00:00 - Intro
    00:51 - Scale AI gets $14.3B from Meta, hits $29B valuation
    02:03 - Starlink doubles subs to 6M, adds 100K in Africa
    03:22 - SpaceX expands Starship launch capacity in Florida
    04:08 - Databricks adds Google Gemini, hits $72.8B valuation
    05:09 - Perplexity partners with Nvidia, eyes $14B raise
    06:08 - Glean raises $150M at $7.2B valuation
    07:13 - Mistral hits $6B valuation, expands sovereign AI reach
    08:32 - Gecko Robotics doubles to $1.25B valuation
    09:28 - Bullish files confidentially for US IPO
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    10 m
  • E205: AI teaching our kids, Alpha School (Texas); Circle IPO a huge success; Meta’s $10b investment into Scale AI

    E205: AI teaching our kids, Alpha School (Texas); Circle IPO a huge success; Meta’s $10b investment into Scale AI
    Jun 10 2025

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    00:00 - Intro
    00:46 - AI teaching our kids, Alpha School (Texas)
    23:48 - Circle IPO a huge success
    35:55 - Meta’s $10b investment into Scale AI
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    46 m
  • E204: Musk's political bets pay off; Future of personal devices (Neuralink, OpenAI/Ive, Meta/Google glasses); AI Apps the next huge investment opportunity?

    E204: Musk's political bets pay off; Future of personal devices (Neuralink, OpenAI/Ive, Meta/Google glasses); AI Apps the next huge investment opportunity?
    Jun 3 2025

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    00:00 - Intro
    00:46 - Musk's political bets pay off
    08:21 - Future of personal devices (Neuralink, OpenAI/Ive, Meta/Google glasses)
    22:42 - AI Apps the next huge investment opportunity?
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    57 m
  • E203: OpenAI & Microsoft closer to deal; Wonder is no bueno?; Function Health, wearables + pre-IPO health stocks

    E203: OpenAI & Microsoft closer to deal; Wonder is no bueno?; Function Health, wearables + pre-IPO health stocks
    May 13 2025

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    00:00 - Intro
    00:29 - OpenAI & Microsoft closer to deal
    10:58 - Wonder is no bueno?
    22:02 - Function Health, wearables + pre-IPO health stocks
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    41 m