AGENDA:
03:36 Brex Acquisition by Capital One for $5.15BN
10:54 Does Brex's Acquisition Help or Hurt Ramp?
16:28 TikTok Deal Completed: Who Won & Who Lost: Analysis
19:30 Anthropic Inference Costs Higher Than Expected
37:50 Open Evidence Raises at $12BN from Thrive and DST
53:56 Wealthront IPO Disaster: Is $1.5BN IPO Too Small?
01:07:27 Salesforce Wins $5BN Army Contract: The Last Laugh for SaaS