FUNDRAISING ANNOUNCEMENTS

• Jeff Lawson leaves Twilio behind to commercialize fusion energy with $450M raise at Inertia Enterprises
• Juxta's John Ferrara on synthetic fingerprinting: GPS alternative that works indoors, underground, and in combat zones

GUEST INTERVIEWS

• Shopify's Harley Finkelstein on 29% GMV growth to $378B and building rails for agentic commerce
• Matt Shumer on his 50M-view AI essay: 'I originally wrote this for my parents'
• Robinhood's Vlad Tenev: prediction markets heading to trillions, private markets access is the biggest inequity in finance
• Sam Blond launches Monaco from stealth: AI-native sales platform that sued the government of Monaco for its domain

NEWS

• Tai Lopez charged in $122M fraud: SEC alleges Ponzi scheme behind distressed retailer revival pitch
• January jobs report beats expectations at 130,000 — but prior year revised down nearly 900,000
• xAI reorganizes and loses half its founding team after SpaceX merger cash-out option
• Mistral invests $1.4B to build AI data center in Sweden, revenue reportedly reaches $400M
• OpenAI employee quits in protest over ChatGPT ads, publishes New York Times op-ed

COMMENTARY

• Is something big happening? Hosts debate Matt Shumer's viral AI essay and the COVID comparison
• PE firms reassure investors as SaaS sell-off continues — but not all software moats are equal