FUNDRAISING ANNOUNCEMENTS

• Ricursive Intelligence raises $35M from Sequoia to use AI for chip design and close the hardware-model co-optimization gap

GUEST INTERVIEWS

• Cursor acquires Graphite to unify code writing and code review as AI agents reshape developer workflows
• Space data centers could be cheapest AI inference within 3 years as orbital cooling and launch costs improve
• Machina Labs' Robocraftsman system reaches 18 units deployed, eyes Series C and third facility as DoD and Toyota partnerships scale

NEWS

• ByteDance on track for $50B profit in 2025, rivaling Meta's earnings scale
• TikTok US sale finalizes: Oracle, Silver Lake, and MGX to own 45%, ByteDance retains 20%
• OpenAI has declared 'code red' multiple times, most recently in response to Google Gemini benchmark gains

COMMENTARY

• TBPN 2025 year in review: 225 livestreams, 912 guests, and the milestones that defined the show