FUNDRAISING ANNOUNCEMENTS

• Inveta raises $311M to map life's chemical code and turn it into blockbuster drugs
• Pilgrim raises $25M to build America's first biodefense biology brand with its Argus airborne pathogen sensor

GUEST INTERVIEWS

• John Arnold — Enron's top gas trader turned hedge fund legend — on AI infrastructure bubbles, gambling regulation, and the shale revolution
• Freebean's founder built a brand-on-can ad network serving free coffee — 100K cans distributed, storefront now open in NYC

COMMENTARY

• White House tech dinner with Xi Jinping draws Jensen Huang, Lisa Su, Sam Altman — Dario Amodei notably absent
• Microsoft's 'Autopilot' personal agent takes aim at Meta Muse — but can it generate excitement outside enterprise?
• AI slop in advertising has arrived: Kalshi's viral dystopian ad and the dopamine site trend out of South Korea
• Is the AI buildout pushing interest rates to 5%+? Hosts debate Iran war vs. data center debt demand