FUNDRAISING ANNOUNCEMENTS

• IM8 hits $200M ARR in 18 months with David Beckham and a $1B General Catalyst growth commitment
• Natural raises $30M Series A to build payment infrastructure for AI agents

GUEST INTERVIEWS

• Tyler Cowen on Kimi K3, AI maniacs, vibe sessions, and why banning open-source AI will fail
• Connor Love joins Andreessen Horowitz's American Dynamism team as GP with $1.2B fresh fund
• Kalshi launches GPU futures forward curve and recorded more search impressions than Coca-Cola during the World Cup final
• Sunday Robotics achieves 99.1% success folding laundry across 785 zero-shot attempts, introduces 'solve' framework for robotics benchmarks

NEWS

• Netflix discloses generative AI used in ~300 productions in 2026, with AI enhancing footage that would otherwise be financially infeasible

COMMENTARY

• Kimi K3 reignites the AI Cold War debate: open source, dumping, and the limits of a ban
• The Odyssey opens to $264M worldwide, proving directors are the new franchises