Google's $25B AI Bet & The Great Workflow Replacement | May 20, 2026

Government Shuts Down AI Models Overnight | Jun 15, 2026

Anthropic's top AI models got pulled by export controls without warning, sending shockwaves through enterprise tech. Meanwhile, SpaceX's hot IPO debut is opening the floodgates for AI companies to go public. We break down what this means for the shift from AI-as-software to AI-as-infrastructure.

SpaceX Hits $1.77T, Sets AI Valuation Floor for OpenAI IPOs | Jun 14, 2026

SpaceX just became the most valuable company ever at $1.77 trillion, proving the AI infrastructure thesis and setting the stage for OpenAI and Anthropic's IPO race. Meanwhile, the US government is treating AI models like national assets with new restrictions and investigations.

SpaceX's $75B IPO & the Physical AI Revolution | Jun 13, 2026

SpaceX just went public with a massive $75 billion raise, while new AI models are replacing engineering teams overnight. We're breaking down why the biggest opportunities are shifting from software to companies that can move atoms, not just bits.

Bezos' $12B Bet: AI Goes Physical | Jun 12, 2026

Jeff Bezos just raised the largest AI funding round ever for Prometheus, betting $12 billion that AI's future is building real things, not just software. We break down the massive pivot from digital to physical AI and what it means for the next decade.

SpaceX's $75B IPO and the Great AI Infrastructure Debt Bomb | Jun 11, 2026

SpaceX just launched the biggest IPO in history while OpenAI quietly filed theirs, kicking off a massive tech IPO race. Plus, why AI is creating a $570 billion debt crisis and making everything more vulnerable at the same time.