E189: Klarna plans NYSE IPO at $15B valuation; Applied Intuition in talks for $15B valuation; Anysphere eyes $10B valuation after rapid ARR growth; Gemini confidentially files for IPO; CoreWeave signs $11.9B AI infrastructure deal with OpenAI; Moveworks a

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00:00 - Intro
00:08 - Klarna Plans NYSE IPO at $15B Valuation  
01:27 - Applied Intuition in Talks for $15B Valuation 
02:36 - Anysphere Eyes $10B Valuation After Rapid ARR Growth  
03:11 - Gemini Confidentially Files for IPO  
03:55 - CoreWeave Signs $11.9B AI Infrastructure Deal With OpenAI  
05:04 - Moveworks Acquired by ServiceNow for $2.85B  
05:57 - Chainguard in Talks for $3.5B Valuation  
06:31 - OpenAI and Oracle Launch $100B Stargate AI Infrastructure  
08:02 - xAI Expands Memphis Data Center to 350K GPUs  
08:43 - Anthropic Revenue +40% to $1.4B ARR  
09:49 - Binance Secures $2B Investment From MGX  
10:46 - TikTok US Deal with Oracle has High Potential