FUNDRAISING ANNOUNCEMENTS

• Roon raises $40M to deploy modular AI data centers powered by surplus solar energy
• BackOps raises $42M Series B to automate supply chain claims resolution with AI agents
• Impulse Space closes $808M total Series D, wins NSSL slot for Helios upper stage

GUEST INTERVIEWS

• Circle launches ARC, a blockchain economic operating system built for AI agents and stablecoin payments
• Theory Ventures' Tomasz Tunguz: inference is now the biggest software market, agent pricing at par with human labor
• Footprint is building AI agents to fight a $4.5T financial crime economy — starting with AML and fraud

NEWS

• Federal Reserve hikes rates 25bps for first time in three years under Chair Kevin Warsh
• Commerce Department orders Kalshi to remove AI compute futures market, citing national security

COMMENTARY

• AI regulation debate: third-party evaluators and the nuclear regulatory model
• Zuckerberg's AI safety essay dismisses existential risk — hosts say he's talking past the real debate