AGENDA:
00:00 - SpaceX Completes Acquisition of xAI in $1.25 Trillion Merger
08:44 - The Rehabilitation of the IPO and the End of "State Private Forever"
15:53 - The 2026 SaaS Massacre: Public Market Collapse
31:20 - Next-Gen CRM War: Hubspot Down 50%+ vs Next Gen Heavily Funded
45:30 - Microsoft's $360 Billion Market Cap Loss and the Shift in AI Narrative
52:45 - Nvidia's Strategic Retreat: The Dispute Over the $100 Billion OpenAI Investment
01:03:30 - Waymo Raises $16 Billion at a $110 Billion Valuation
01:17:30 - The Launch of OpenClaw and Moltbook: 1.5 Million Agents Join a Social Network