Anthropic Buys SpaceX Compute While Musk Supplies A Rival
Anthropic's SpaceX capacity deal turns Musk from critic into compute landlord for a competing AI lab.
Theo Kaplan
Bureau: San Francisco
Cerebras Files For IPO With A Customer Concentration Problem
Cerebras can sell an AI-chip IPO, but its filing story still turns on who buys the revenue.
Meta Says Excess AI Capacity Could Become Cloud Business
Zuckerberg is turning AI overbuild anxiety into an option to sell spare compute.
Lionsgate Makes Library Revenue The Post Starz Story
After Starz, Lionsgate wants investors to see a library machine, not just a studio turnaround.
AvalonBay And Equity Sell A Landlord Merger As Supply
Two apartment giants are pitching scale as more housing, exactly where rent politics will push back.
CFTC Prediction Market Rule Reaches White House Review
Prediction markets are moving from novelty discourse into the White House rule-review machine.
OpenAI Cerebras Deal Makes Coding Agents A Power Load
Codex-style coding agents are not just software; the Cerebras relationship turns them into an electricity and inference-capacity story.
Anthropic Starts Talking About Orbital AI Compute
Anthropic's SpaceX capacity note carries a wilder line: AI compute at gigawatt scale may move into orbit.
Waymo's Cheaper Ojai Vehicle Tests Autonomy Unit Costs
The Ojai car asks the business question robotaxi demos avoid: can autonomy get cheap enough to scale?
Disney ABC License Date Remains A Deal Risk
The ABC license clock is still business risk until filings or FCC answers replace the pressure campaign.
Cerebras Filing Still Needs A Direct SEC Fetch
Cerebras has an IPO story, but the strongest numbers still need a direct filing before the paper leans too hard.