FUNDRAISING ANNOUNCEMENTS

• Aaron Ginn's Hydra Host raises $100M Series A to become the software OS for global sovereign AI data centers

GUEST INTERVIEWS

• UFC fighter Bo Nickal on competing at the White House and life as an athlete-entrepreneur
• Gavin Baker on the SpaceX IPO, the 'token path' investment thesis, and why sovereign AI won't reach the frontier
• Leif Abraham on Public.com's SpaceX IPO surge: half of all Friday buyers chose SpaceX, 533% more than NVIDIA
• AppLovin's Rafael Vivas on the $180B mobile ad empire: ecommerce hits $1B run rate in year one, now expanding self-serve

NEWS

• Fox acquires Roku for ~$22B, betting on ad-supported streaming and connected TV dominance
• Salesforce acquires Intercom/Fin in major AI customer service deal — Eoghan McCabe's founder-mode bet pays off

COMMENTARY

• Anthropic's Washington crisis: export controls, jailbreak allegations, and the Amazon relationship explained
• Meta's AI token budget memo signals shift from token maxing to token min-maxing
• Mistral's 'Le Chaton Fat' meme explodes online as Anthropic's export control crisis boosts sovereign AI narrative