SpaceX Filing Meets Musk's Compute Lease Caveat
The Anthropic-SpaceX compute story now turns on filing language versus Musk's public caveat.
Theo Kaplan
Bureau: San Francisco
Anthropic Turns The Funding Rumor Into A Formal Compute Ledger
Anthropic's release turns valuation talk into a list of compute and chip counterparties.
Lionsgate's Post-Starz Story Is A Billion-Dollar Library Receipt
Lionsgate's standalone case starts with library cash, not fandom mood.
Meta's Cloud Option Makes Overbuild The Business Model
Zuckerberg is turning excess AI capacity from risk into a possible cloud business.
Snowflake Rally Tests The SaaS Apocalypse Narrative
Snowflake's guidance and customer numbers push back against blanket AI-kills-SaaS claims.
Amazon Turns Alexa Shopping Into Retail Infrastructure
Amazon is selling retailers their own agent stack before intermediaries own the customer.
CFTC Gives Kalshi A Perpetual Contract While Prediction Markets Wait
The CFTC is approving products while the bigger prediction-market rule stays under review.
IBM Turns Mythos Anxiety Into A Five-Billion-Dollar Security Business
IBM is turning powerful cyber models into a commercial open-source patching market.
Blue Origin Explosion Makes Amazon's Satellite Schedule A Launch-Partner Story
New Glenn's test failure matters because Amazon's deployment clock depends on launch partners.
Cerebras IPO Still Needs Revenue Durability Not AI Euphoria
Cerebras has AI momentum, but its public-market case still turns on durable revenue.
Waymo's Ojai Van Turns Robotaxi Scale Into Unit Cost
Waymo's free van rides make sensors, factories, and paid conversion the real story.
Air Taxi Lawsuits Put The Certification Story In Court
Air-taxi demos now share the runway with litigation and FAA certification risk.
Lionsgate's Library Cash Keeps Old IP In The New Company
The post-Starz company still depends on catalog cash and repeatable brands.