The SpaceX S-1 reads like a space company prospectus on the surface, but the detail that changes the valuation math is a contingent compute deal with Anthropic worth up to $40 billion.
The SpaceX S-1 was supposed to be about rockets. Instead, it became the most revealing document in AI this year — exposing burn rates, compute deals, and infrastructure dependencies that nobody had pr
The dominant story this week is Google's attempt to become the AI layer for everything — but the more unsettling subplot involves compromised infrastructure, an expanding surveillance state, and a run