FUNDRAISING ANNOUNCEMENTS

• Simile raises $200M at $2B valuation to build foundational models of human behavior for Fortune 500 retailers and banks
• K2 Space raises $500M and crosses $1B in signed contracts after successfully flying its first giant satellite

GUEST INTERVIEWS

• Martin Shkreli breaks down the Situational Awareness collapse: leverage math, margin calls, and Ken Griffin's shadow banking role
• Extropic's Guillaume Verdon on thermodynamic chips, a US government LOI, and why GPUs aren't the endgame
• Lulu Cheng Meservey on founder comms: consistency beats virality, and the highest-aura move is always to chill
• Cendana Capital's Michael Kim on 16 years of seed fund investing: pattern recognition, the Yale model, and the arms race for young founders
• Robinhood's Vlad Tenev on record $1.31B quarter, 13 revenue lines over $100M, and the Platinum card launch

NEWS

• Situational Awareness hedge fund forced to unwind after AI infrastructure bets collapse — Citadel steps in
• Ferrari's controversial Jony Ive-designed EV, the Luce, hits 2026 sales target of ~500 units with strong China demand