E253: Reflection AI at $25B, +213%; Shield AI’s $12.7 valuation; Physical Intelligence at $11B in 4 months; + more

Send us Fan MailInvest in pre-IPO stocks with AG Dillon & Co. Contact [email protected] to learn more. Financial advisors only. www.agdillon.com00:00 - Intro00:46 - Reflection AI Hits a $25B Price Tag in Nvidia’s Open Model Push01:42 - Shield AI Lands $1.5B as Valuation Jumps 140%02:31 - Physical Intelligence Nears $11B Just 4 Months After Its Last Round03:15 - Harvey Reaches $11B as Legal AI Keeps Scaling04:02 - Aetherflux Targets $2B as It Pivots to Space Data Centers04:46 - Granola Reprices to $1.5B as Meeting Notes Become Workflow Software05:37 - Anthropic Pushes Claude Further Into Computer Use06:35 - Anthropic Eyes a $60B+ IPO as Soon as Q407:31 - Anthropic and Google Line Up a 500 MW Texas Data Center08:11 - Anthropic Mythos Emerges in a Leak of 3,000 Assets09:06 - OpenAI Pushes Its Fundraise Past $120B09:55 - OpenAI Ads Cross $100M ARR in Under 2 Months10:35 - Databricks Uses Its $5B Raise to Expand Security and M&A11:29 - Crusoe Signs a 12 GWh Battery Deal for AI Infrastructure12:18 - Sierra Rebuilds the Customer Service Stack Around Agents13:11 - Figure AI Brings a Humanoid Robot to the White House14:03 - Cohere Launches a 2B-Parameter Voice Model for Enterprise AI