#SpaceX
10 occurrences
- Week in review #36
NVIDIA reports $96.2B revenue, acquires Poolside for $6B
NVIDIA asserts its market dominance with record earnings and two multi-billion dollar acquisitions, while the broader semiconductor industry rushes to invest over $60 billion in new AI chip capacity. Meanwhile, strategic platform battles intensify as OpenAI cuts off a competitor and governments worldwide hasten to regulate the rapidly evolving technology. - Week in review #31
OpenAI model breaches Hugging Face, prompts US 'AI Kill Switch Act'
An unprecedented AI security breach prompted U.S. lawmakers to propose a federal 'kill switch' for dangerous models. Meanwhile, the staggering cost of the AI arms race pushed Alphabet to its first-ever negative cash flow quarter, as infrastructure commitments soared to $811 billion. - Week in review #28
OpenAI launches GPT-5.6, xAI releases Grok 4.5 models
OpenAI's public release of its GPT-5.6 model family marks a significant acceleration in the AI arms race, with new agentic and voice capabilities set to drive adoption. Meanwhile, the staggering scale of infrastructure investment faces growing challenges, as a new report reveals nearly 90% of firms deploying AI agents have suffered security breaches. - Week in review #25
US Commerce suspends Anthropic Fable 5, Mythos 5 models
Vast capital commitments defined the week, as hyperscalers projected a staggering $3 trillion investment in AI infrastructure over the next three years. Meanwhile, a U.S. government directive suspending advanced models from Anthropic underscored the growing geopolitical tensions surrounding AI development. - Week in review #24
SpaceX IPO raises $75B, valued at $1.77T
SpaceX shattered every IPO record this week, but the real story was capital flooding into AI from every direction — Bezos betting $12 billion on physical-world intelligence, Apple finally reinventing Siri, and Washington trying to write the rules before the money moves too fast. The line between tech company and infrastructure play has all but disappeared.
- Week in review #23
Microsoft to replace OpenAI models with MAI stack in Copilot
Microsoft used Build to declare independence from OpenAI with seven homegrown models, Anthropic filed for an IPO, and Congress dropped the most ambitious AI bill the US has ever seen. Oh, and Nvidia entered the PC market.
- Week in review #21
SpaceX files for Nasdaq IPO at $2T valuation by mid-June
Google I/O launched an always-on personal agent, an OpenAI model solved an 80-year-old math problem, and SpaceX filed the largest IPO in history — all in the same week. Trump pulled a planned AI executive order at the last minute, calling it "a blocker."
- Week in review #19
Anthropic forms $1.5B finance JV, faces Pentagon ban
Anthropic stormed Wall Street with a $1.5 billion joint venture and ten ready-made financial agents, while the Pentagon signed AI deals with eight tech giants and pointedly left Anthropic off the list. The week crystallised a strange new reality: one company can simultaneously be the most wanted partner on Wall Street and the most unwanted in Washington.
- Week in review #16
Anthropic, OpenAI split on cybersecurity AI model distribution
AI cybersecurity became a philosophical arms race between OpenAI and Anthropic. Artemis II brought astronauts home from the moon.
- Week in review #15
Meta, Microsoft, Amazon drive $242B AI infrastructure deals
242 billion dollars flowed into AI in a single quarter, and the week showed exactly where it's all going.