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Wed, Feb 26
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GUEST INTERVIEWS

  • Ridge Wallet's Sean Frank: AppLovin is a real ad platform — I spent $4M in Q4 and it matched Facebook ROAS
  • Varda Space lands second reentry capsule in Australia, plans 4 missions in 2025 including pharma and DOD payloads

NEWS

  • NVIDIA beats earnings but stock falls 6% as inference era redefines the chip landscape
  • Abu Dhabi's 'Spy Sheikh' deploys $1.4T fortune into AI — backing OpenAI, xAI, and Anthropic simultaneously
  • Stripe's 2024 letter reveals $1.4T in payment volume, 40M stablecoin wallets, and AI company dominance
  • Stripe data shows AI companies reaching $100M ARR in 24 months vs. 37 months for SaaS — Lovable hits $17M ARR in 3 months
  • OpenAI launches GPT-4.5, its largest chat model yet, rolling out to Pro users
  • MrBeast raises at $5B valuation, reveals $400M revenue across Feastables, Lunchly, and production company
  • CoreWeave files for IPO targeting $35B valuation and $4B raise