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00:00 - Intro
00:51 - Anthropic Crosses $30B ARR as Revenue Triples in Three Months
01:51 - Anthropic Launches $1B PE Consulting Venture to Monetize Enterprise Adoption
02:47 - OpenAI and Anthropic: Massive Capital Burns, Racing to Break Even
04:51 - Firmus Raises $505M for Next-Gen AI Data Centers Across Australia
05:39 - Perplexity Hits $500M ARR as It Shifts from Search to Autonomous Agents
06:14 - Canva Acquires Two AI Startups to Build End-to-End Marketing Platform
07:14 - Stripe Launches Agentic Commerce Suite to Become the Payment Layer of the AI Era
08:12 - Stripe Powers In-Chat Shopping Inside Microsoft Copilot
09:03 - Databricks Lands Tata Power in Enterprise-Wide AI Platform Adoption
09:58 - Revolut Eyes $9B Revenue and 100M Users as IPO Moves Closer
10:50 - Revolut in Talks to Acquire Turkish Neobank FUPS
11:37 - Anduril Tapped to Build Orbital Interceptors for $185B Golden Dome Program
13:02 - Cursor 3 Launches with Parallel Agents and a Proprietary In-House Model
14:20 - Anysphere Targets $50B-$60B Valuation as Cursor ARR Surpasses $2B
15:15 - Neuralink Targets Hearing Restoration as Clinical Enrollment and Valuation Surge
16:37 - Ramp and Visa Deploy AI Agents to Automate $100B+ in Annual Corporate Spend
17:43 - OpenEvidence Embeds AI Directly into Epic EHR at Mount Sinai's 48,000-Person System
18:48 - Harvey Study Exposes "Mobile AI Gap" as Legal Professionals Preview Mobile App