AGENDA:
04:20 Elon's Deal of the Decade: SpaceX Buys Cursor for $60BN
06:10 Why Cursor Was Surprisingly Cheap at $60BN
07:00 Why Zuckerberg Failed to Buy the AI Prize Elon Secured
12:00 Elon vs Zuck: Who Would You Rather Work For?
14:00 Will Microsoft or Amazon Now Race to Buy Cognition?
17:05 Stripe's $7BN OpenRouter Deal Creates Huge VC Winners
25:00 OpenRouter's Fatal Risk: Enterprises Don't Want 10 Models
28:15 Anthropic Turns Its First Profit on $11.5BN of Quarterly Revenue
32:15 Can Anthropic Really Reach $600BN in Revenue?
37:00 Why Every Elite Engineer Could Soon Get $100K in AI Tokens
39:30 Would Rory Buy Anthropic at a $2.5TN Valuation?
44:50 Silver Lake's $43BN Workday Bet: SaaS Isn't Dead, It's Mature
53:00 How Silver Lake Could Make $30BN From Workday
57:00 Lovable vs Higgsfield: Similar Revenue, Radically Different Valuations
58:00 Is Lovable's $13.3BN Price Actually Cheap?
63:30 Why the DOJ Is Coming After Andreessen Horowitz
69:00 Why A16Z Has "50 Legal Battles" Happening at Once