Airtable Sold for $1.285BN | Leo Achenbrenner's Situational Awareness Blows Up | Moonshot AI Raises $3.5B at $35B | Anthropic Model Breaches Three Companies' Security

Nikesh Arora is the Chairman and CEO of Palo Alto Networks, where he has transformed the company into the global leader in cybersecurity with a market capitalization of over $100 billion. Before joining Palo Alto Networks, he held senior leadership roles as President and COO of SoftBank and Chief Business Officer at Google, helping build two of the world's most influential technology companies.

Jason Lemkin is one of the leading SaaS investors of the last decade with a portfolio including the likes of Algolia, Talkdesk, Owner, RevenueCat, Saleloft and more.

Rory O’Driscoll is a General Partner @ Scale where he has led investments in category leaders such as Bill.com (BILL), Box (BOX), DocuSign (DOCU), and WalkMe (WKME), among others.

In Today's Episode We Discuss:

• Airtable Sold to Bending Spoons for $1.285B

• Leo Aschenbrenner's Situational Awareness Blows Up as Citadel Buys His $16BN Book

• Anthropic's AI Models Breach Three Companies as Cyber Threat Accelerates

• Moonshot AI Raises $3.5B at $35B as Chinese Models Crush AI Prices

• Valar Atomics Triples to $6B as Sequoia Bets on Nuclear Power for AI

• OpenAI and Anthropic Could Trigger a Massive Public-Market Dislocation

• Big Tech and Palantir Earnings Ignite the Next Phase of the AI Gold Rush

• Procore Buys DroneDeploy for $900M in a High-Stakes 12x Revenue Bet

• Scale AI Hits $1.5B ARR After the Meta Deal Left It for Dead