ICYMI 👀

August 2025 Recap

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August was insane.

I can barely keep up with how much content we’re putting out, from podcasts, to newsletters, clips on X, our merch store, & more.. so I put it all in one quick email to catch-up.. and holy sh*t.

It’s only going to get more intense. Buckle up for a fun September.

PS check out the video that hit over 4.5M+ views & is making my mom upset at the bottom.

Podcasts

• **How The Thiel Fellowship Created $750B+ In Value | Ethereum, Anthropic, Figma, OYO, Scale AI → Listen on X, Spotify, YouTube, Apple

• Inside OpenAI’s $500B Valuation, AI Supercylces & Hackers, PLTR | Altimeter’s Largest Bet with Apoorv Agrawal, AI & Software Partner, Altimeter → Listen on X, Spotify, YouTube, Apple

• **Carta CEO Henry Ward: The Path to $500M ARR | Raising $1B, Why PE Is The Future, & Peter Thiel’s Influence → Listen on X, Spotify, YouTube, Apple

• Altimeter Leads $65M Series A in Rarest Company On Earth: Vulcan Elements → Listen on X, Spotify, YouTube, Apple

• How to Build a $100M+ Cult Brand | Sophia Amoruso: Nasty Gal, GirlBoss, Trust Fund, Business Class → Listen on X, Spotify, YouTube, Apple

Made in America Series 🇺🇸

First episodes include Palantir, Hadrian, 137 Ventures, General Matter..

• **How 8VC Builds Billion-Dollar Companies: Palantir, Addepar, Saronic | Drew Oetting, Founding Partner → Listen on X, Spotify, YouTube, Apple

• Nuclear Race to Power AI: Valar Atomics, Fuse, Not Boring

  Energy = Superintelligence → Listen on X, Spotify, YouTube, Apple

• Rainmaker’s AI-Powered Cloud Seeding Plan for Superintelligent Weather | Augustus Doricko, CEO of Rainmaker x Alex Levy, CEO of Atmo → Listen on X, Spotify, YouTube, Apple

Newsletters

• ICYMI: MIT AI Report

• We ❤️ Paducah | General Matter & the $1B+ Enrichment Opportunity

• $FIG 250% IPO Pop + Bill Gurley | Missed Figma? We Found the Next One..

Fundings

• K5 Global, Bezos, & Wellington Acquire HistoSonics at $2.25B Valuation to Destroy Tumors

• Rillet Raises $70M Series B Co-Led by a16z & ICONIQ + Sequoia & Oak HC/FT, $100M raised to date

• How OffDeal’s Viral ‘$12M Series A’ Broke Wall Street’s Brains | 2.5M+ Views, First AI-Native Investment Bank

Top X Posts

This video clip has now hit over 4.5M+ views across channels & the comments are really upsetting my mom. 😂

Kalshi—The largest prediction market & the only legal platform in the US where people can trade directly on the outcomes of future events (sports, politics, weather, AI, etc).