AGENDA:
00:00 Highlights: Jack Altman Joins The Trio
05:00 Anthropic's S-1 Leaks: $8B Operating Loss and $518B in Compute Commitments
10:00 Instinct Raises $1B at a $10B Valuation to Take On Meta
25:00 AMD Buys Fei-Fei Li's World Labs for $8.2B
39:00 Meta Poaches MongoDB's CEO as Shares Plunge 20%
43:00 AI Startup Seeks $10B Valuation Just One Week After Seed
47:00 Modal Hits $15B Valuation as Baseten Eyes $26B
54:00 OpenAI Reopens Its $200 Plan—and Halves What You Get
57:00 Oura Pulls IPO After Targeting a $16B Valuation
01:03:00 Nubank Eyes $8–12B Monzo Takeover
01:08:00 Bessemer Raises $5.75B as NFX Switches to Its Own Capital
01:14:00 Anthropic Founders Move to Lock In 50.1% Voting Control