FUNDRAISING ANNOUNCEMENTS

• Boost VC closes $87M fund — Adam Draper flew a jetpack and is doubling down on deep tech and bio
• PostHog raises a Series E at $1.4B valuation with 240,000 customers and 16 products
• Modal Labs raises $87M Series B led by Lux Capital to scale serverless AI infrastructure

GUEST INTERVIEWS

• Mike Krieger on building Claude Sonnet 4.5: Instagram lessons, agentic UX, and focus as a superpower
• Dylan Field on Figma Make + Claude Sonnet 4.5: the era of the 10x designer is just beginning
• Stripe launches agentic commerce protocol with OpenAI — buy products inside ChatGPT starting today
• AppLovin's Adam Foroughi: Axon self-serve ad platform launches in two days — from 2,000 to millions of advertisers
• David Senra launches new conversation show — 'David Senra by David Senra' debuts with Daniel Ek episode

NEWS

• Black Forest Labs raises $4B as it powers Meta AI Vibes image generation
• Claude Sonnet 4.5 launches — Anthropic claims it's the world's best coding and agentic model

COMMENTARY

• Is the Meta AI Vibes app a hit or a flop? Hosts debate AI-generated content and music discovery
• AI bubble or compute bottleneck? Hosts dissect the dot-com comparison and Stargate's massive scale
• ChatGPT x Stripe x Shopify: agentic commerce arrives — who captures the take rate?