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Mon, Feb 9
Tue, Feb 10
Wed, Feb 11

FUNDRAISING ANNOUNCEMENTS

  • Primary Venture Partners raises $625M Fund V, betting on seed as mega platforms overextend downmarket

GUEST INTERVIEWS

  • Vincenzo Landino on NASCAR's identity crisis, Cadillac F1's Super Bowl gamble, and Aston Martin's Eight Sleep investment
  • Mach Industries' Ethan Thornton on winning drone warfare through asymmetry, not outproducing China
  • Kris Marszalek bought ai.com for $70M, turned down a $500M flip offer the same day, and launched with 300K Super Bowl signups
  • Runway raises $315M Series E to scale video generation compute and hit millions of media and entertainment customers
  • Construct Capital's Dayna Grayson on re-industrialization, defense as early adopter, and why debt financing is broken for hardware startups
  • Ashlee Vance on robot fight documentaries, the brutal economics of streaming docs, and a China trip in the works

NEWS

  • Michael Grimes returns to Morgan Stanley as chairman to lead SpaceX's potential $40B IPO
  • Apollo reports record quarter with $30B net inflows and $1T AUM after dodging software bets
  • monday.com stock drops 21% after flagging AI agents as competitive threat on earnings call
  • China pours $26B into humanoid robotics with 140+ companies, threatening US dominance
  • Frozen US job market: hiring hits lowest rate since 2003 as workers cling to existing jobs
  • Stripe in talks at $140B+ valuation as next step toward long-awaited IPO

COMMENTARY

  • SaaS pocalypse: why AI disruption makes it nearly impossible to get excited about software broadly