SpaceX
Elon Musk's space-launch company and Starlink operator.
Issue #113: Is Meta Quietly Dropping Out of the Frontier Model Race?
Built to compete. Now for rent.
Together AI
+29
Issue #112: 60 People Are on the Hook for $6.3B of Compute
And the model they plan to train doesn't exist yet.
OpenAI
+12
Issue #110: SpaceX Lists at Record $75B as Apollo Writes $35B for Anthropic Without NVIDIA, & SoftBank's $6B Loan Stalls
The largest IPO in history just priced one of the largest AI compute landlords on earth
Apollo
+10
Issue #107: Iran Wants to Charge for Subsea Cables, Anthropic's Monthly Colossus Bill, & Data Centre Curtailment
Subsea cables were built as public goods. Four American companies turned them into private infrastructure.
OpenAI
+18
Issue #103: SpaceX Options Coding Platform Distilled from Chinese Model the White House Accused China of Stealing for $60B, Anthropic Hits $30B Revenue, & 3 Frontier Models Ship
Distillation is apparently theft when China does it to American models and a $60 billion acquisition target when an American company does it to Chinese ones.
DeepSeek
+12
Issue #99: Nscale's Past Loan Defaults, Musk's $25B Chip Factory He Can Smoke Cigars In, & Meta's Fifth Silicon Partner
The ambition keeps scaling. The due diligence keeps lagging behind.
OpenAI
+11
Issue #89: Musk's Moon Catapults, Firmus Secures $10B for Australia's AI Factories, & $3T in Missing Depreciation
Feat. xAI, SpaceX, Firmus, Submer, Cerebras, OpenaAI, Olix, Fractile, Meta, Microsoft, Oracle, AWS, DataVita, Nscale, Nebius, and Anthropic
Firmus
+16
Issue #87: NVIDIA & OpenAI's $100B Breakup, Production Workloads Enter CoreWeave's ARENA, & SpaceX's $1.25T Mega-Merger
Feat. NVIDIA, OpenAI, SpaceX, xAI, CoreWeave, Lambda, Anthropic, Positron AI, Cerebras, Amazon, Google, and Scotland
OpenAI
+13
