FUNDRAISING ANNOUNCEMENTS

• Terra Industries raises $11.75M to build Africa's first modern defense prime with drones and surveillance tech
• LM Arena raises $150M at $1.7B valuation to become the neutral benchmark for AI model evaluation

GUEST INTERVIEWS

• Ben Thompson: Apple still doesn't get the Vision Pro — just put a camera courtside and stop editing
• Tyler Cowen: AI won't move the GDP needle as fast as hoped — half the economy is permanently sluggish
• Cerebras CEO Andrew Feldman: NVIDIA spent $20B to buy the #2 inference player — validating our market
• Shopify's Harley Finkelstein: Universal Commerce Protocol with Google opens every AI agent to every merchant

NEWS

• DOJ opens criminal investigation of Fed Chair Jerome Powell over building renovation testimony
• Meta launches compute division with Daniel Gross leading capacity strategy, targeting tens of gigawatts
• xAI staff were using Anthropic's Claude via Cursor — Anthropic cut off access