AGENDA:
04:20 Billion-Dollar Bets or Nothing: Why VCs Are Rejecting Fast-Growing Startups
13:20 CoreWeave Sell-Off Sparks Fears of Cracks in AI Boom
18:50 Anthropic's IPO Valuation Could Fall From $2 TRN to $1.5 TRN
32:10 Modal Raises $750M at a $15.75B Valuation as Inference Booms
35:50 Town at $1B, Anduril at $90B: Have Startup Valuations Lost Touch?
42:15 Berkshire Hathaway Doubles Down on Bending Spoons
45:05 37signals' Profit Machine Challenges the Venture Capital Model
49:20 General Atlantic Eyes an IPO; Harvard's Endowment Hits $68B
54:15 Elon's Flying Roadster and $10B SpaceX Share Giveaway