The Bigger Picture Anthropic was forced to hit the brakes Friday night. The childhood admonition based on fables, ‘be careful what you wish for’ has been a preached for centuries. It’s ironic to see it come true for one of the two leading US AI companies...

SpaceX IPO Launched into Nasdaq Passive Index Funds: SpaceX priced its long-expected IPO, raising a historic $75 billion at a $1.77 trillion valuation. Making founder/CEO Elon Musk the first trillionaire after the stock began trading Friday....

It’s SpaceX Goes to Market Day — and not any Friday. The record books were rewritten: $75 billion raised at $135 per share, a $1.77 trillion valuation — the biggest IPO of all time — against a 5x oversubscribed global book. Ticker: SPCX. Today’s theme:...

Well, it’s done and launched. As we’ve all heard from so many sources already, the long anticipated SpaceX/xAI IPO was officially priced on Thursday at $135, raising $75 billion as expected. At an euphorically aspirational valuation of $1.77 trillion. A...

Today’s theme: the AI industry’s perceived ‘Ludicrous Speed.’ Before anything else — watch the iconic 3+ minute ‘Ludicrous Speed’ clip from Spaceballs (1987). It’s the speed metaphor that’s run through the AI debate for four years — Elon literally put...

Anthropic has finally released ‘Fable 5’, its much heralded and renamed Mythos model in a ‘safer’, and pricier, ‘a la carte’, version than its previous Claude Opus 4.8. Both of the elements are worth understanding as notable trends this AI Tech Wave....

Today’s theme: everyone’s ready for seconds. The AI ‘Wall of Worry’ is receding and AI trades are getting ‘more crowded’ — green lights flashing faster, which itself means more reasons to keep watching. Especially in the week SpaceX/xAI prices its...

Paraphrasing an iconic Intel campaign, it’s Apple’s AI strategy, with ‘Google & Nvidia Inside’. Let me unpack. The suspense over around AI Siri with WWDC 2026 yesterday. With positive reviews. in these early, pre-release days. Some even echoing my...

Today’s theme: the 2026 AI roadmap for the second half is now far clearer — it’s coming into focus. Why? We now have three mega-AI IPOs all confidentially filed — each a trillion dollars and more — and four major developer conferences over the last week and...

It took a while, but Apple is finally poised to release an AI powered Siri. Leveraged by Google’s Gemini AI. Joining its big tech peers in offering a ‘Search, Ask and Do’ AI chatbot, reasoning and agentic. Apple is in the AI game running aside big tech...