WEBVTT 00:00:00.000 --> 00:00:02.080 Okay, let's really unpack this. Looking at the 00:00:02.080 --> 00:00:07.500 past week, June 7th to the 12th, 2025, the source 00:00:07.500 --> 00:00:10.759 material you shared, it describes the AI funding 00:00:10.759 --> 00:00:14.060 scene as, well, not just making waves, it calls 00:00:14.060 --> 00:00:17.539 it a tsunami of cash. Yeah, tsunami feels about 00:00:17.539 --> 00:00:20.500 right, maybe even a bit mild. It's just this 00:00:20.500 --> 00:00:24.140 massive flood of capital. And investors... They 00:00:24.140 --> 00:00:26.480 seem to be making these incredibly bold bets 00:00:26.480 --> 00:00:29.739 like right now on where AI is headed. And it's 00:00:29.739 --> 00:00:32.259 not just one thing either. No, exactly. That's 00:00:32.259 --> 00:00:34.520 what's so striking. It's across such diverse 00:00:34.520 --> 00:00:37.700 applications, really diverse. OK, so that's our 00:00:37.700 --> 00:00:39.960 mission for this deep dive then. Take all the 00:00:39.960 --> 00:00:41.920 source material and figure out what this huge 00:00:41.920 --> 00:00:44.600 influx of money actually means. We want to pull 00:00:44.600 --> 00:00:46.140 out the really important deals because honestly, 00:00:46.240 --> 00:00:48.759 some of these numbers are. Well, they're kind 00:00:48.759 --> 00:00:51.460 of mind blowing. They definitely are. And maybe 00:00:51.460 --> 00:00:54.000 a small spoiler here, but there's one headline 00:00:54.000 --> 00:00:57.079 deal. It's just colossal. Like the biggest we've 00:00:57.079 --> 00:00:58.560 seen in a really long time. We're talking over 00:00:58.560 --> 00:01:02.659 $10 billion. Yeah. For one company. It really 00:01:02.659 --> 00:01:04.659 puts the scale of this moment into perspective, 00:01:04.840 --> 00:01:08.219 doesn't it? Scale. Ha ha. Nice. Because that 00:01:08.219 --> 00:01:10.379 actually leads us right into the big one. The 00:01:10.379 --> 00:01:13.760 absolute headline from the source material, scale 00:01:13.760 --> 00:01:17.090 AI. Yep. Scale AI. And the number. It's just 00:01:17.090 --> 00:01:21.030 staggering. The source is clear. Over 10 million 00:01:21.030 --> 00:01:26.829 thousand dollars. 10 billion plus. It's the kind 00:01:26.829 --> 00:01:28.950 of number that makes you do a double take. Over 00:01:28.950 --> 00:01:33.069 10 billion confirmed June 12th. And the investor. 00:01:33.170 --> 00:01:36.489 Who is it? Meta. Meta. Wow. OK, so for someone 00:01:36.489 --> 00:01:38.810 maybe not totally immersed in AI, what does scale 00:01:38.810 --> 00:01:41.370 AI actually do? Why would Meta put that much 00:01:41.370 --> 00:01:43.680 cash into them? The source mentions critical 00:01:43.680 --> 00:01:46.040 data infrastructure. Right. Think of them as 00:01:46.040 --> 00:01:48.019 absolutely foundational. You need them to build 00:01:48.019 --> 00:01:50.120 these really powerful AI models we keep hearing 00:01:50.120 --> 00:01:52.060 about. OK. The source is a really good analogy, 00:01:52.200 --> 00:01:54.680 actually. It's called scale AI supplying the 00:01:54.680 --> 00:01:57.019 ultra high quality textbooks for AIs to study. 00:01:57.140 --> 00:02:00.040 Ah, OK. Textbooks for AI. I like that. Because 00:02:00.040 --> 00:02:02.280 training these complex AIs, it's not just about 00:02:02.280 --> 00:02:04.819 dumping raw data on them. They need huge amounts 00:02:04.819 --> 00:02:07.180 of data that's been carefully labeled, structured, 00:02:07.439 --> 00:02:10.199 basically prepped for learning and scale AI. 00:02:10.629 --> 00:02:12.750 They specialize in providing exactly that, that 00:02:12.750 --> 00:02:15.729 meticulous data, but at a massive scale. Right. 00:02:15.870 --> 00:02:18.569 So the AI is the student at scale. AI provides 00:02:18.569 --> 00:02:22.389 the top tier curriculum. Makes sense. And this 00:02:22.389 --> 00:02:25.370 funding, this astronomical amount from Meta, 00:02:25.389 --> 00:02:27.909 what's the goal? What does the source say? Well, 00:02:27.969 --> 00:02:29.789 it seems kind of twofold, according to the source. 00:02:29.889 --> 00:02:32.150 First, pretty straightforward. Build out that 00:02:32.150 --> 00:02:34.509 core data infrastructure even more, bigger, better, 00:02:34.629 --> 00:02:38.090 faster. But the second part. This is really interesting. 00:02:38.270 --> 00:02:40.430 The source says the funding is specifically aimed 00:02:40.430 --> 00:02:43.030 at tackling the grand challenge of creating super 00:02:43.030 --> 00:02:46.270 intelligence. Super intelligence. Yeah. So Meta 00:02:46.270 --> 00:02:50.150 putting over 10 billion into a data company and 00:02:50.150 --> 00:02:52.889 explicitly linking it to chasing super intelligence. 00:02:53.090 --> 00:02:55.889 Yeah. That signals something huge, a really serious 00:02:55.889 --> 00:02:58.669 long term play. It kind of positions scale AI 00:02:58.669 --> 00:03:02.139 as what. The central hub for next -gen AI? Possibly, 00:03:02.159 --> 00:03:03.879 yeah. Like the central nervous system, maybe. 00:03:03.960 --> 00:03:05.659 Not just for meta, but potentially for the whole 00:03:05.659 --> 00:03:08.240 ecosystem. It suggests meta sees control, or 00:03:08.240 --> 00:03:10.060 at least significant access, to this data layer 00:03:10.060 --> 00:03:13.000 as absolutely crucial for making those big AI 00:03:13.000 --> 00:03:15.819 breakthroughs. Okay, wow. So that's the giant, 00:03:15.939 --> 00:03:19.699 the headline deal. But the source material, it 00:03:19.699 --> 00:03:21.960 was really clear this past week wasn't just about 00:03:21.960 --> 00:03:24.199 that one massive check. It was more like a... 00:03:24.719 --> 00:03:27.699 a flood right across all sorts of different areas 00:03:27.699 --> 00:03:29.939 exactly it wasn't only about building the biggest 00:03:29.939 --> 00:03:32.300 models or this theoretical super intelligence 00:03:32.300 --> 00:03:36.139 quest money flowed into applications touching 00:03:36.139 --> 00:03:39.479 almost well everything the whole economy even 00:03:39.479 --> 00:03:41.879 our daily lives yeah like you said before from 00:03:41.879 --> 00:03:44.719 teaching ai about human organs for drug discovery 00:03:44.719 --> 00:03:48.490 right all the way to building like actual robot 00:03:48.490 --> 00:03:51.090 construction helpers. It really shows AI isn't 00:03:51.090 --> 00:03:53.449 just one single thing anymore. You know, definitely 00:03:53.449 --> 00:03:55.990 not. It's this core capability, this technology 00:03:55.990 --> 00:03:58.090 being applied everywhere, solving very specific, 00:03:58.250 --> 00:04:01.009 often high value problems. OK, so let's shift 00:04:01.009 --> 00:04:03.389 gears then move away from the headline grabber 00:04:03.389 --> 00:04:05.289 and highlight some of these other big deals from 00:04:05.289 --> 00:04:07.490 the source material just to give you the listener 00:04:07.490 --> 00:04:10.889 a feel for where else this tsunami of cash landed 00:04:10.889 --> 00:04:14.039 this past week. Agreed. That diversity is key 00:04:14.039 --> 00:04:15.919 to understanding the whole picture. All right. 00:04:15.939 --> 00:04:17.660 First up from the other big rounds in the source, 00:04:17.839 --> 00:04:21.939 Sayera. They raised $540 million on June 11th. 00:04:21.959 --> 00:04:24.899 The source calls them an AI data security platform. 00:04:25.240 --> 00:04:27.800 What's that actually mean? So think about it. 00:04:28.279 --> 00:04:31.240 Companies are using and generating way more data 00:04:31.240 --> 00:04:35.579 now, especially for AI. But that data. It becomes 00:04:35.579 --> 00:04:37.759 a massive target. Right. More data, more risk. 00:04:37.839 --> 00:04:40.779 Exactly. So Sayuri uses AI to automatically find, 00:04:40.920 --> 00:04:44.139 classify, and then protect sensitive data wherever 00:04:44.139 --> 00:04:46.920 it might be. Living cloud, on -prem, in different 00:04:46.920 --> 00:04:49.360 apps. Doesn't matter. So it's like that super 00:04:49.360 --> 00:04:51.959 smart security guard the source mentioned, but 00:04:51.959 --> 00:04:53.699 for all your digital stuff. Pretty much, yeah. 00:04:53.819 --> 00:04:56.180 A very apt description. In a world where data 00:04:56.180 --> 00:04:58.839 breaches are... getting more common and costly. 00:04:59.040 --> 00:05:02.300 And AI itself needs these huge data sets. Having 00:05:02.300 --> 00:05:04.420 an AI that constantly watches and protects your 00:05:04.420 --> 00:05:06.779 data assets, that's incredibly valuable. And 00:05:06.779 --> 00:05:08.339 the source notes, this was a series E round. 00:05:08.439 --> 00:05:11.360 The goal, global expansion. So investors clearly 00:05:11.360 --> 00:05:14.300 see this data security problem as massive and 00:05:14.300 --> 00:05:17.000 global. Seems like it. They're betting Sire's 00:05:17.000 --> 00:05:19.000 AI approach is the way to tackle it worldwide. 00:05:19.420 --> 00:05:21.600 Makes sense. Data's the new oil. Gotta protect 00:05:21.600 --> 00:05:24.920 the refinery. Okay, next. Multiverse computing. 00:05:25.519 --> 00:05:28.959 They got $215 million June 12th. This one sounds 00:05:28.959 --> 00:05:32.480 a bit... Sci -fi, quantum -inspired AI. It does, 00:05:32.560 --> 00:05:34.160 right. So it sounds like it belongs in a physics 00:05:34.160 --> 00:05:36.139 lab. Yeah. But the source explains it pretty 00:05:36.139 --> 00:05:39.040 well. They're not necessarily building like full 00:05:39.040 --> 00:05:41.220 quantum computers just yet. Those are still mostly 00:05:41.220 --> 00:05:43.959 experimental. Instead, they're taking ideas and 00:05:43.959 --> 00:05:46.959 algorithms from quantum physics stuff like superposition, 00:05:47.160 --> 00:05:50.259 entanglement, and using those concepts to make 00:05:50.259 --> 00:05:52.980 classical computers, the ones we use now, much 00:05:52.980 --> 00:05:56.560 better at certain AI tasks. Ah, okay. So quantum 00:05:56.560 --> 00:05:59.220 thinking for today's computers. To boost AI. 00:05:59.439 --> 00:06:02.240 Exactly. And one specific thing the source highlighted 00:06:02.240 --> 00:06:04.199 is something they call compactive AI. It's all 00:06:04.199 --> 00:06:06.439 about model compression. Compressing models, 00:06:06.639 --> 00:06:09.079 meaning making them smaller. Yep. See, these 00:06:09.079 --> 00:06:12.220 big AI models can be absolutely enormous. They 00:06:12.220 --> 00:06:14.980 need huge amounts of computing power. Multiverse 00:06:14.980 --> 00:06:16.980 is working on ways to shrink them down, make 00:06:16.980 --> 00:06:19.740 them way more efficient, but crucially, without 00:06:19.740 --> 00:06:22.259 losing too much of their performance. Oh, okay. 00:06:22.360 --> 00:06:25.050 So the big deal there is... Maybe powerful AI 00:06:25.050 --> 00:06:27.410 could run on smaller devices, like eventually 00:06:27.410 --> 00:06:30.610 on my phone. Or out in the world, on edge devices, 00:06:30.889 --> 00:06:33.670 not just in some giant data center. Precisely. 00:06:34.089 --> 00:06:36.910 That's the potential game changer. That's Series 00:06:36.910 --> 00:06:39.250 B funding. It's about pushing that efficiency 00:06:39.250 --> 00:06:41.670 boundary. Investors seem to believe there's a 00:06:41.670 --> 00:06:44.290 big future in getting powerful AI off the cloud 00:06:44.290 --> 00:06:46.350 and closer to where things are actually happening. 00:06:46.529 --> 00:06:49.750 And that needs smaller models. Huh. AI on my 00:06:49.750 --> 00:06:51.250 phone that doesn't drain the battery in five 00:06:51.250 --> 00:06:54.550 minutes. Yeah, I could get behind that. OK, what 00:06:54.550 --> 00:06:58.509 about Glean? $150 million, Juneteenth. Enterprise 00:06:58.509 --> 00:07:01.810 AI search. Now, this feels like a universal problem, 00:07:01.990 --> 00:07:04.050 finding stuff inside a company. Oh, absolutely. 00:07:04.629 --> 00:07:06.129 Everyone's felt that pain, right? It's trying 00:07:06.129 --> 00:07:07.769 to find that one document or the one message 00:07:07.769 --> 00:07:10.389 lost somewhere in like 50 different internal 00:07:10.389 --> 00:07:13.560 apps or shared drives. Tell me about it. That's 00:07:13.560 --> 00:07:15.779 exactly what Glean tackles. The source calls 00:07:15.779 --> 00:07:18.519 their AI a brilliant digital librarian for businesses. 00:07:18.759 --> 00:07:20.879 Man, I need one of those yesterday. Right. It 00:07:20.879 --> 00:07:23.060 uses AI to understand all that scattered information, 00:07:23.120 --> 00:07:25.720 docs, emails, chats, you name it, and makes it 00:07:25.720 --> 00:07:27.980 instantly searchable for employees. Okay. And 00:07:27.980 --> 00:07:29.620 the source mentioned some pretty big numbers 00:07:29.620 --> 00:07:31.779 supporting this investment. Yeah. Really impressive 00:07:31.779 --> 00:07:35.600 metrics. Yeah. A $7 .2 billion valuation, and 00:07:35.600 --> 00:07:38.379 they're already doing over $100 million in annual 00:07:38.379 --> 00:07:41.839 recurring revenue. ARR. Wow. Over $100 million 00:07:41.839 --> 00:07:44.439 ARR already. Okay, so they've definitely found 00:07:44.439 --> 00:07:46.800 a major pain point. Businesses are clearly willing 00:07:46.800 --> 00:07:49.660 to pay serious money to solve this internal search 00:07:49.660 --> 00:07:52.300 mess. That seemed to be the bet, yeah. Boosting 00:07:52.300 --> 00:07:55.199 productivity through smarter search. This funding 00:07:55.199 --> 00:07:58.740 round, a Series F, shows massive confidence in 00:07:58.740 --> 00:08:01.100 their existing success and their potential to 00:08:01.100 --> 00:08:03.459 grow much bigger. Makes sense. Okay, let's switch 00:08:03.459 --> 00:08:06.339 back to security for a sec. Horizon3 .ai, they 00:08:06.339 --> 00:08:10.089 raised $100 million on June 11th. Focus. Autonomous 00:08:10.089 --> 00:08:12.230 AI cybersecurity. The source says they use AI 00:08:12.230 --> 00:08:14.889 to think like hackers. That sounds interesting. 00:08:15.149 --> 00:08:17.089 Maybe a little scary. It does sound a bit edgy, 00:08:17.089 --> 00:08:19.389 I know. But the idea is actually quite proactive. 00:08:19.490 --> 00:08:21.290 Instead of just putting up defenses and hoping 00:08:21.290 --> 00:08:23.889 for the best, their platform, it's called Node 00:08:23.889 --> 00:08:27.870 Zero, basically uses AI to constantly, automatically 00:08:27.870 --> 00:08:30.990 test a company's own defenses. It acts like an 00:08:30.990 --> 00:08:33.190 automated ethical hacker. Like a friendly hacker 00:08:33.190 --> 00:08:36.129 constantly probing your systems. Exactly. It 00:08:36.129 --> 00:08:38.110 tries different attack methods, looks for weak 00:08:38.110 --> 00:08:40.409 spots, just like a real attacker would, but obviously 00:08:40.409 --> 00:08:42.549 without causing damage. So it finds the holes 00:08:42.549 --> 00:08:45.470 before the actual bad guys do. That's the goal. 00:08:45.570 --> 00:08:47.669 It gives the security team this. continuous, 00:08:47.669 --> 00:08:49.809 always -on view of where they're vulnerable, 00:08:50.090 --> 00:08:53.190 where the most critical risks are. This Series 00:08:53.190 --> 00:08:55.669 D investment suggests investors really see the 00:08:55.669 --> 00:08:59.809 value in this AI -driven, proactive testing compared 00:08:59.809 --> 00:09:03.649 to, say, older, more manual methods. It's about 00:09:03.649 --> 00:09:06.110 trying to stay ahead. Smart. Yeah, finding the 00:09:06.110 --> 00:09:08.789 problem before it becomes a problem. Okay, huge 00:09:08.789 --> 00:09:13.090 gear shift now. Wondercraft, $75 million, June 00:09:13.090 --> 00:09:16.440 11th. AI -powered robotics and exoskeletons. 00:09:16.440 --> 00:09:18.179 The source literally says straight out of a sci 00:09:18.179 --> 00:09:19.980 -fi movie. It really does sound like it, yeah. 00:09:20.039 --> 00:09:23.159 They build these wearable robotic suits, exoskeletons, 00:09:23.159 --> 00:09:26.299 but not like for super soldiers or factory workers 00:09:26.299 --> 00:09:28.539 like you might imagine. These are specifically 00:09:28.539 --> 00:09:30.480 designed to help people with mobility challenges, 00:09:30.740 --> 00:09:33.159 people who might otherwise use a wheelchair to 00:09:33.159 --> 00:09:35.759 help them walk again. Whoa, seriously, that's 00:09:35.759 --> 00:09:37.820 incredible. Where does the AI fit in? Is it just 00:09:37.820 --> 00:09:40.610 fancy mechanics? Oh, no, the AI is absolutely 00:09:40.610 --> 00:09:43.389 crucial. It's the brain, really. It has to interpret 00:09:43.389 --> 00:09:46.690 subtle cues from the person wearing it, understand 00:09:46.690 --> 00:09:49.090 the environment through sensors, and then transload 00:09:49.090 --> 00:09:51.610 all that into smooth, stable, natural walking 00:09:51.610 --> 00:09:54.289 movements for the suit. So it makes it feel intuitive, 00:09:54.389 --> 00:09:57.090 like part of their body. Exactly. That's the 00:09:57.090 --> 00:09:59.210 aim, making it feel like an extension of themselves. 00:09:59.669 --> 00:10:02.639 This series defunding is huge for them. It's 00:10:02.639 --> 00:10:04.740 about scaling up production, getting regulatory 00:10:04.740 --> 00:10:06.820 approvals, and actually getting these devices 00:10:06.820 --> 00:10:08.740 out to the clinics and people who need them. 00:10:08.820 --> 00:10:12.000 It's AI having a really profound direct human 00:10:12.000 --> 00:10:14.059 impact. Wow. Okay. The range of applications 00:10:14.059 --> 00:10:16.820 this week is just nuts, from data plumbing to 00:10:16.820 --> 00:10:19.340 helping people walk. And then you have companies 00:10:19.340 --> 00:10:23.299 like Pactum, $54 million, June 9th. Their thing 00:10:23.299 --> 00:10:26.500 is agentic AI in enterprise procurement. How 00:10:26.500 --> 00:10:28.759 many decode that? AI negotiating contract. Yep. 00:10:28.759 --> 00:10:31.320 That's basically it. Pactum creates AI agents 00:10:31.320 --> 00:10:32.919 that are specific. specifically designed to handle 00:10:32.919 --> 00:10:35.360 negotiations, usually with suppliers on things 00:10:35.360 --> 00:10:37.240 like, you know, contract terms, pricing, delivery 00:10:37.240 --> 00:10:39.440 times, that kind of stuff. Wait, seriously, the 00:10:39.440 --> 00:10:42.159 AI agents are just talking to the suppliers autonomously. 00:10:42.379 --> 00:10:45.340 That's the idea. The source highlights how these 00:10:45.340 --> 00:10:48.000 AI agents can handle a lot of the more routine, 00:10:48.179 --> 00:10:50.919 high volume negotiations automatically, which 00:10:50.919 --> 00:10:53.039 then frees up the human procurement teams to 00:10:53.039 --> 00:10:55.220 focus on the bigger, more strategic, complex 00:10:55.220 --> 00:10:59.360 deals. And the benefit is? Savings. Efficiency. 00:10:59.759 --> 00:11:02.580 Both, apparently. Significant cost savings and 00:11:02.580 --> 00:11:05.419 saving a lot of human hours. This Series C funding 00:11:05.419 --> 00:11:07.659 is about expanding the kinds of negotiations 00:11:07.659 --> 00:11:10.820 their AI can tackle and signing up more big companies. 00:11:11.100 --> 00:11:13.259 Huh. AI potentially getting better deals than 00:11:13.259 --> 00:11:15.259 people. That's kind of wild. Okay. Okay, what 00:11:15.259 --> 00:11:18.720 about AIM? $50 million, June 11th, embodied AI 00:11:18.720 --> 00:11:21.259 for earth moving machinery. What's embodied AI? 00:11:21.639 --> 00:11:23.840 So we usually think of AI as software, right? 00:11:23.879 --> 00:11:25.360 Running in the cloud or on a computer. Yeah. 00:11:25.659 --> 00:11:27.740 Embodied AI is about giving that intelligence 00:11:27.740 --> 00:11:30.179 to actual physical machines, giving them a body 00:11:30.179 --> 00:11:32.200 sensor so they can perceive the physical world 00:11:32.200 --> 00:11:34.480 and then act intelligently within it. Okay, got 00:11:34.480 --> 00:11:37.200 it. In AIM's case, they're building the AI brains 00:11:37.200 --> 00:11:40.419 for heavy machinery. Think excavators, bulldozers, 00:11:40.500 --> 00:11:42.820 big dump trucks, the stuff used in construction, 00:11:43.019 --> 00:11:46.710 mining, big infrastructure projects. Ah, okay. 00:11:46.809 --> 00:11:49.230 So making those massive, potentially dangerous 00:11:49.230 --> 00:11:52.129 machines autonomous and smart. Precisely. The 00:11:52.129 --> 00:11:54.970 big goals are improving safety on job sites, 00:11:55.049 --> 00:11:57.029 which can be really dangerous, and also boosting 00:11:57.029 --> 00:11:59.830 efficiency and precision dramatically. The source 00:11:59.830 --> 00:12:02.049 mentions Kosla Ventures as one of the investors 00:12:02.049 --> 00:12:04.789 in this venture round. That's a big name signaling 00:12:04.789 --> 00:12:07.779 strong belief in AI getting... bakes right into 00:12:07.779 --> 00:12:09.940 heavy physical gear. Yeah, that makes a lot of 00:12:09.940 --> 00:12:11.700 sense for those industries. Safety and precision 00:12:11.700 --> 00:12:14.759 are paramount. And Parallel Bio, $21 million 00:12:14.759 --> 00:12:19.100 June 12th. Human first AI drug discovery. How 00:12:19.100 --> 00:12:22.769 is AI helping find new medicines here? Their 00:12:22.769 --> 00:12:25.230 approach, which the source calls human first, 00:12:25.389 --> 00:12:28.250 sounds really innovative. They combine AI with 00:12:28.250 --> 00:12:30.350 something called an advanced organoid platform. 00:12:30.669 --> 00:12:32.929 Organoids. Yeah, basically miniature simplified 00:12:32.929 --> 00:12:35.809 versions of human organs like tiny livers, tiny 00:12:35.809 --> 00:12:38.409 lungs grown in a lab from human cells. Mini organs. 00:12:38.529 --> 00:12:41.509 Wow. OK. Right. So instead of just testing potential 00:12:41.509 --> 00:12:44.669 drugs on animals or standard cell cultures, which 00:12:44.669 --> 00:12:46.289 often don't predict human reactions very well, 00:12:46.370 --> 00:12:49.110 they test them on these human organoids. Then 00:12:49.110 --> 00:12:52.419 their AI analyzes the huge amount of. data coming 00:12:52.419 --> 00:12:55.720 off these tests, the goal is to predict how a 00:12:55.720 --> 00:12:58.100 drug will likely work in actual humans. Will 00:12:58.100 --> 00:13:01.960 it be effective? Will it be toxic? But much faster 00:13:01.960 --> 00:13:04.519 and hopefully more accurately than the old methods. 00:13:04.659 --> 00:13:06.879 OK, that could massively speed up drug discovery, 00:13:07.019 --> 00:13:09.340 right? Which is notoriously slow and expensive. 00:13:09.659 --> 00:13:13.179 Exactly. That's the hope. This Series A funding 00:13:13.179 --> 00:13:15.539 helps them scale up both the organoid platform 00:13:15.539 --> 00:13:18.940 and their AI analysis capabilities. It's using 00:13:18.940 --> 00:13:21.659 AI plus these advanced biological models to tackle 00:13:21.659 --> 00:13:24.340 a huge challenge in healthcare. Taking AI beyond 00:13:24.340 --> 00:13:28.519 just code into the biological world. Yep. Accelerating 00:13:28.519 --> 00:13:30.679 real scientific discovery. And just to quickly 00:13:30.679 --> 00:13:32.500 mention a couple more from the source, really 00:13:32.500 --> 00:13:35.279 driving home how broad this was. TasteWise also 00:13:35.279 --> 00:13:39.000 got $50 million June 11th. They use GenAI analyzing 00:13:39.000 --> 00:13:41.360 tons of data to predict food and beverage trends. 00:13:41.559 --> 00:13:43.340 Helping companies figure out what we'll all want 00:13:43.340 --> 00:13:45.860 to eat and drink next, basically. Yeah. And then 00:13:45.860 --> 00:13:48.240 there's the plug and play AI fund itself. They 00:13:48.240 --> 00:13:51.840 raised $50 million on June 10th. Now, that's 00:13:51.840 --> 00:13:54.519 not money for an AI company. That's new money 00:13:54.519 --> 00:13:57.759 raised by a VC firm specifically to invest in 00:13:57.759 --> 00:14:00.919 future AI and fintech startups. Right. That shows 00:14:00.919 --> 00:14:03.399 the appetite isn't just for current deals, but 00:14:03.399 --> 00:14:06.379 raising completely new war chests just for future 00:14:06.379 --> 00:14:08.600 AI investments. It's like we need more chips 00:14:08.600 --> 00:14:12.370 just for the AI table. And we also saw, if finally, 00:14:12.570 --> 00:14:15.610 $30 million on June 9th for legal AI contract 00:14:15.610 --> 00:14:17.990 review, helping lawyers wade through complex 00:14:17.990 --> 00:14:20.629 documents faster. And Antimetal, $20 million 00:14:20.629 --> 00:14:24.210 on June 12th. They use AI to optimize cloud spending. 00:14:24.679 --> 00:14:26.539 Basically helping companies save money on their 00:14:26.539 --> 00:14:28.860 massive cloud deals. So you see, it really is 00:14:28.860 --> 00:14:31.360 hitting everywhere. Food trends, venture capital 00:14:31.360 --> 00:14:34.240 itself, legal tech, even just basic IT cost saving. 00:14:34.399 --> 00:14:36.620 It's not just a few flashy areas anymore. No, 00:14:36.659 --> 00:14:38.639 the money is spreading out across the whole economy. 00:14:38.799 --> 00:14:40.700 It's an incredibly broad brushstroke. Absolutely. 00:14:40.980 --> 00:14:42.259 Okay, so let's try and pull this all together. 00:14:42.600 --> 00:14:44.480 Synthesize this whole wave of funding from just 00:14:44.480 --> 00:14:47.139 this one week, June 7th to 12th. Based on the 00:14:47.139 --> 00:14:49.179 source material, what are the big patterns that 00:14:49.179 --> 00:14:51.039 really jump out? Well, the first one is just 00:14:51.039 --> 00:14:53.740 unavoidable, right? The sheer scale of the money. 00:14:54.200 --> 00:14:57.360 We kicked off with Scale .ai's $10 billion plus 00:14:57.360 --> 00:15:00.539 deal. But then you stack on all those other rounds, 00:15:00.700 --> 00:15:03.279 hundreds of millions, tens of millions across 00:15:03.279 --> 00:15:05.980 so many different companies. It wasn't just one 00:15:05.980 --> 00:15:09.600 or two giants. It was high volume of really significant 00:15:09.600 --> 00:15:12.379 investments. It doesn't feel like cautious testing. 00:15:12.480 --> 00:15:14.899 It feels like a full -on investment rush. Yeah. 00:15:14.980 --> 00:15:17.480 Less dipping a toe, more diving in headfirst. 00:15:17.679 --> 00:15:20.009 Yeah. And the types of applications getting funded. 00:15:20.169 --> 00:15:23.309 Like we saw, just astonishingly diverse. Money's 00:15:23.309 --> 00:15:25.450 going into the absolute foundations, like scale 00:15:25.450 --> 00:15:28.169 AI's data infrastructure, which you need to build 00:15:28.169 --> 00:15:30.570 the best models. Right. But crucially, money's 00:15:30.570 --> 00:15:33.210 also pouring into fixing the problems AI creates, 00:15:33.289 --> 00:15:35.970 especially around security. Securing the data 00:15:35.970 --> 00:15:39.049 itself with Ciara and using AI to do cybersecurity 00:15:39.049 --> 00:15:42.190 better with Horizon 3 .AI, that tells you investors 00:15:42.190 --> 00:15:44.649 see security as totally critical as AI spreads. 00:15:44.970 --> 00:15:47.840 It needs investment now. So it's not just building 00:15:47.840 --> 00:15:50.059 the cool AI stuff, but also building the guardrails 00:15:50.059 --> 00:15:52.659 around it. Exactly. And then there's that huge 00:15:52.659 --> 00:15:55.179 push for enterprise efficiency. All those investments 00:15:55.179 --> 00:15:58.519 in AI search, automated negotiation, legal review, 00:15:58.899 --> 00:16:02.559 cloud cost cutting. That's all about making businesses 00:16:02.559 --> 00:16:06.120 run faster, cheaper, smarter, tackling very real 00:16:06.120 --> 00:16:09.179 everyday business headaches. It shows AI isn't 00:16:09.179 --> 00:16:11.519 just in the lab anymore. It's moving into core 00:16:11.519 --> 00:16:14.139 operations. And then those really cutting edge 00:16:14.139 --> 00:16:16.580 applications we talked about. The physical world 00:16:16.580 --> 00:16:19.500 stuff like robotics and embodied AI and the biological 00:16:19.500 --> 00:16:22.019 stuff like drug discovery. Right. Those show 00:16:22.019 --> 00:16:24.320 investors aren't only focused on software or 00:16:24.320 --> 00:16:27.179 business tools. They're betting on AI fundamentally 00:16:27.179 --> 00:16:29.299 changing physical industries like construction, 00:16:29.600 --> 00:16:32.519 mining, and also speeding up science in areas 00:16:32.519 --> 00:16:34.500 like medicine. It shows this confidence that 00:16:34.500 --> 00:16:37.559 AI can handle the complex, messy, real world. 00:16:37.919 --> 00:16:39.960 So if you boil it down, the pattern isn't just 00:16:39.960 --> 00:16:43.019 investors like AI. It's more like they see AI 00:16:43.019 --> 00:16:45.299 as this foundational capability that needs its 00:16:45.299 --> 00:16:47.720 own infrastructure, needs strong security, can 00:16:47.720 --> 00:16:50.080 massively improve how businesses already work, 00:16:50.139 --> 00:16:52.659 and is ready to tackle really complex physical 00:16:52.659 --> 00:16:55.220 and scientific challenges. It's getting woven 00:16:55.220 --> 00:16:58.480 into everything. Precisely. The investment patterns 00:16:58.480 --> 00:17:01.580 suggest a strong belief that AI is fast becoming 00:17:01.580 --> 00:17:04.319 a kind of utility layer across the whole economy. 00:17:04.579 --> 00:17:07.779 Okay. So, wrapping up then. This one week, June 00:17:07.779 --> 00:17:11.420 7th to 12th, 2025, it really was an unprecedented 00:17:11.420 --> 00:17:14.160 surge in AI funding. It feels less like a trend 00:17:14.160 --> 00:17:17.019 and more like, well, like the financial markets 00:17:17.019 --> 00:17:19.420 strongly agreeing that AI is set to reshape, 00:17:19.480 --> 00:17:21.660 well, pretty much everything and maybe faster 00:17:21.660 --> 00:17:23.859 than we thought. The money is definitely talking, 00:17:23.940 --> 00:17:26.160 and it's saying AI's impact is expected to be 00:17:26.160 --> 00:17:28.599 massive and widespread. So here's the final thought 00:17:28.599 --> 00:17:30.680 for you, our listener, to chew on. And this is 00:17:30.680 --> 00:17:32.619 based purely on what we saw in the source material 00:17:32.619 --> 00:17:35.140 from this single week. When you look at the sheer 00:17:35.140 --> 00:17:37.339 amount of money spearheaded by that huge meta 00:17:37.339 --> 00:17:39.900 -investment aiming, potentially, at superintelligence 00:17:39.900 --> 00:17:41.740 infrastructure, and then you look at the incredible 00:17:41.740 --> 00:17:43.859 variety of things being funded, AI negotiating 00:17:43.859 --> 00:17:47.019 deals, robots helping people walk, AI predicting 00:17:47.019 --> 00:17:49.339 food trends, AI speeding up medicine discovery. 00:17:50.349 --> 00:17:52.650 What does this level of intense financial commitment 00:17:52.650 --> 00:17:55.230 across such a huge range of applications really 00:17:55.230 --> 00:17:57.910 tell us about how quickly the world's big players 00:17:57.910 --> 00:18:00.349 actually expect AI to fundamentally change our 00:18:00.349 --> 00:18:00.630 reality?