🚨SPACEX DIDN'T ACQUIRE CURSOR FOR TALENT A rocket company... buying software for the largest startup acquisition in history Here's what almost nobody realizes: They didn't buy a talent or a coding app. They bought the data underneath it. Cursor's users generate ~150 million lines of code a day. Every keystroke is a record of how real engineers build and fix software The exact raw material to train an AI that can code. You can't buy that on a market. You have to own the thing that produces it. So SpaceX bought a permanent data firehose for Grok. The product is almost a side effect. The entire $60B was covered by a fraction of their market-cap gains since the IPO This is a catch-up bet with Anthropic and openAI You see how they are slowly building it don't you?show more

BREAKING: SPACEX IS BUYING ITS WAY INTO THE AI... CODING WAR FOR $60 BILLION. 🇺🇸 Musk's SpaceX agreed to acquire Anysphere, the company behind Cursor, in a $60,000,000,000 all-stock deal, days after its record Nasdaq IPO. Cursor competes directly with Anthropic's Claude Code and OpenAI's Codex. This deal hands xAI a foothold in a market where it was lagging, overnight. Revenue around $2,600,000,000 annualized. A $10,000,000,000 breakup fee shows how badly Musk wanted it. The AI coding race just went from a startup fight to a clash of trillion-dollar empires.show more

in software, we're entering a new age of skyscrapers:... rather than a small group of humans hand-typing code into a computer, software is now built by thousands of humans and agents working together to build applications at a scale that was previously unthinkable. the unsung heroes of this new era are infrastructure engineers. they are the people who are figuring out how to make software with 100x the amount of code, and 1000x the amount of contributors actually work OpenAI is one of the few companies already operating at this scale so we Every 🪨 spent a few days deep inside of the company to learn how their infrastructure team thinks about building software skyscrapers—and how they use agents to do it one of the most important articles we've written this year:show more

I’ve been using Rork as a partner for over... a year and have built more than 10 projects with it, including both apps and games. You can absolutely build an app from development all the way to a production launch on the App Store with AI. Users don’t care what you used to build your app. They care whether it solves their problem and how well you distribute it. For an MVP to test the market, you don’t need a huge team, an outsourcing company, or to spend tens of thousands of dollars. 🥴show more

Jeff Bezos just told you exactly how to price... AI. Nobody listened. Bezos: “AI is real and it is going to change every industry. In fact it’s a very unusual technology in that regard in that it’s a horizontal enabling layer.” Horizontal enabling layer. Three words that reprice the entire technology sector. The iPhone was a vertical. One product. One new market. Electricity was a horizontal. One substrate that rewired every market on Earth. Wall Street is pricing AI like it is the next iPhone. Bezos is telling you it is the next electrical grid. Right now, thousands of companies are trying to sell AI as a product. A feature. A tool. A subscription tier. Every single one of them will be priced to zero. You do not sell a horizontal layer. You do not compete with it. You build on top of it or you disappear beneath it. For a century, entire industries survived on one thing. Complexity. The friction of navigating law, medicine, logistics, finance. That was the moat. If you could not memorize the maze, you could not compete. A horizontal layer does not navigate the maze. It dissolves the walls. Electricity did not compete with the candle industry. It erased the need for one. The most dangerous part of a horizontal shift is how quiet it is. It moves underneath the economy. The surface looks normal. Revenue still holds. Every day you operate on the old substrate, you accumulate a debt you cannot see and cannot repay. The internet repriced distribution. AI is repricing cognition itself. When intelligence becomes a utility that runs through the walls of every company on Earth, the premium on human expertise does not erode. It evaporates. This is not a disruption. Disruptions replace products. This replaces the ground you are standing on.show more

The world just paid $2 trillion for a rocket... company that lost $4.9 billion last year. And the rockets are not why it lost the money. They are the only part making any. SpaceX went public Friday, the largest IPO in history. Up 19%, a $2 trillion valuation, Elon Musk the first trillionaire. Then you open the filing. Three businesses sit inside it. Starlink, the satellites, brought in $11.4 billion, 61% of all revenue, and $4.4 billion in profit. It is the only piece that earns a dollar. The rockets that land themselves run a small loss reinvesting in Starship. And the AI arm, Grok plus the app once called Twitter, folded in this February, lost $6.4 billion in a single year on $12.7 billion of spending. Read that again. The satellites pay for everything. The AI loses more than the satellites make. And the AI is the part the market fell in love with. It gets bolder. The prospectus claims a total market of $28.5 trillion, the largest any company has ever put in a filing. Larger than the GDP of the United States. That is the number underwriting a $2 trillion price tag built on a division bleeding $6 billion a year. Now the structure. About 4% of the company trades. That sliver sets the price for all of it. Musk is locked up for 366 days and holds roughly 80% of the votes. The public bought a company they cannot steer, priced on the one segment losing the most. This is the whole year in one ticker. The profit is satellites. The story is AI. The market bought the story. The rockets were never the risk. The risk is a $2 trillion price resting on the one bet that has yet to make a cent.show more

The companies racing Elon Musk to build AI are... paying him more than 2 billion dollars a month to do it. Anthropic pays SpaceX 1.25 billion dollars a month. Google pays 920 million. They are not buying rockets. They are renting compute, the scarce Nvidia chips that train frontier models, from a data center in Memphis called Colossus that Musk's rocket company now owns. SpaceX folded xAI into itself in February, and with it the 220,000 chips built to train Grok. Then it rented them to Grok's rivals. Anthropic took the entire first building. Google leased 110,000 more. The contracts signed so far run past 80 billion dollars. SpaceX is no longer a rocket company that dabbles in AI. It is one of the largest AI compute landlords on Earth, and its biggest tenants are the rivals it is trying to beat. Musk is not choosing between building AI on the ground and building it in space. He is using one to fund the other. The 80 billion in ground contracts is the cash engine. Starmind, the million-satellite constellation built to leave the ground behind, is what the cash builds. So the rivals are financing his exit from the planet. Every dollar Anthropic and Google pay for compute in Memphis helps fund the orbital network designed to strand them on the surface. They are paying the toll on the road they are trying to win, and the toll is building Musk a road no one else can reach. The piece works out who is really renting from whom.show more

AI just hit a wall that no amount of... money can move. The planet itself. There is not enough power, water, or land on Earth to build the data centers the AI race now demands. So the most valuable bet in artificial intelligence is no longer a chip company or a model. It is a rocket company. The plan is to leave. In January, SpaceX filed with the FCC to launch up to 1 million solar-powered data center satellites into orbit. In February it bought xAI, the maker of Grok, folding an entire frontier AI lab into a rocket company in the largest corporate merger ever recorded. On June 8 it unveiled the AI1, a compute satellite with a 70-meter wingspan, wider than a Boeing 747, powered by the sun, cooled by the vacuum of space, and wired to the ground through Starlink. Four days later it went public in the largest IPO in history, near 1.77 trillion dollars, touched 2.1 trillion on its first day, raised close to 86 billion, and made one man the first trillionaire alive. Now read the direction of that merger, because it is the whole story. A rocket company bought the AI lab. Not the reverse. For three years everyone assumed the constraint on AI was chips, or data, or talent. It is none of them anymore. It is energy and heat and dirt. The head of Anthropic said his company grew faster than the exponential, 80 times in a single year, and that is exactly why it ran out of compute. The answer was not to build more data centers in Virginia. It was to leave the atmosphere, where the sun never sets and a solar panel does five times the work. The moat in artificial intelligence is no longer the model. It is the launch. And the first rent is already being paid. A rival lab, Anthropic, is reported to be sending roughly 1.25 billion dollars a month to Musk for compute. Google near 920 million. If intelligence moves to orbit, the company that owns the only affordable road there becomes the landlord of the next layer of the internet, the way one bookstore became the landlord of the cloud. The merger is the proof of concept. The IPO is the war chest. Those monthly checks are the lease. Here is the part the price tag does not want you to read. Close to a trillion dollars of that valuation rests on orbital data centers that do not yet exist, and on a chip factory, Terafab, that SpaceX's own public filing calls a general framework with no binding deal, one that may not achieve commercial viability. Musk said it on camera. This is not a promise. The largest IPO ever written is priced on a future the filing itself cannot verify. The other side is just as real. Compute in orbit costs about four times what it costs on the ground today, and the curve may not cross for fifteen years. The machines that print the chips are backordered for years. Shedding heat in a vacuum at this scale has never been done. Musk's timelines have a long history of meaning later. And Bezos is racing the same orbit with a constellation of 51,600 satellites of his own. But strip it all away and the trade underneath is one sentence. Earth has run out of room for intelligence, and whoever owns the road off the planet owns whatever gets built next. Call it the most expensive science fiction ever sold, or the first time the map of the internet pointed up.show more

Coding software is a joke compared to building hardware.... Because when a software fails, it can be fixed quickly. In hardware, one mistake can set you back for months or end you. In hardware, every decision is cash flow. Every tiny error can cost tens of 1000s of dollars. You don’t get second chances. You get lessons, paid for in time and money. But when you finally get it right… You don’t just ship a product. You build a legacy. Something people touch, use, and trust for years. That’s the beauty and the pain of building in the real world.show more

They told you it was just an acceptance speech.... They told you to applaud and move on. But what if Jim Carrey didn't come to collect an award he came to deliver a verdict, and the silence that followed wasn't respect... it was shock. Here's what they don't tell you: Jim Carrey didn't just thank Hollywood, he indicted it. In a room full of stars, producers, and power brokers, he spoke a truth so dangerous the air left the building: Kidnapping children is not what great nations do. He didn't say it quietly. He declared it. And in that moment, the mask of entertainment slipped, and the monster beneath was named. That silence wasn't awe. It was tension. It was the sound of a system recognizing one of its own had broken the code. Celebrities aren't supposed to mention the unmentionable the trafficking, the corruption, the war crimes dressed as patriotism. Carrey didn't just cross a line. He erased it.show more

🦔I wanted to share a compilation that I saw... of residents recording what data centers sound like from their neighborhoods. The hum runs 24 hours a day, 7 days a week. I've covered the community side of the buildout before with the Gilroy and Pecos County projects, but hearing it is different than reading about it. My Take The people in these videos didn't sign up for a 24-hour industrial hum so that AI companies can train their next model. They weren't asked, and in a lot of cases they weren't even told until construction started. The buildout gets measured in gigawatts and billions of dollars on earnings calls. On the ground it gets measured in sleep you don't get and a home you can't sell. I've posted a lot of numbers this year about the AI boom. This is what those numbers sound like. Hedgie🤗show more

Simplicity is at the heart of great software. This... is one of the reasons why Claude Code has been sticky for me. As a builder, I love planning and brainstorming, and this is now a key focus of Claude Code. I use Shift + Tab a lot to cycle between brainstorming, planning, and execution. This functionality provides the appropriate interface for me to either be very involved or less involved as I please. This works particularly well when building out new and complex features or entire new projects. This saves a huge amount of time. It allows me to tune Claude Code to execute and build more effectively. It also builds a loop of trust, and I often (surprisingly) find Claude Code asking for clarifications when it's confused. Coding agents don't normally do that. I have shared before on the power of brainstorming with AI for longer times. Try it and you will not be disappointed. Vibe coding is fun, but pair it with intentional development cycles, and you watch how far you can take a project with coding agents today.show more

🚨 RUSHING IN NOW IS HOW YOU MISS THE... REAL BOTTOM Cycle lows don't print in a single day they build over weeks while the crowd gets shaken out one by one The people who made generational money in 2018 and 2022 didn't buy the first dip They waited for the moment nobody wanted to buy anymore That moment hasn't come yet You'll have plenty of time to enter at the real lows Turn on notifications - I'll call it before it printsshow more

Yesterday we showed you what the Aion Terminal was... seeing. Today the market confirmed it. But this isn't a victory lap. This is a wake-up call. Retail traders have been stuck in the dark ages. You're making decisions based on someone else's chart, someone else's opinion, someone else's narrative. You open Twitter and it's 50 people with 50 different takes and no data behind any of them. One guy says crash. One guy says moon. You pick whoever confirms what you already believe and call it research. That's not how institutions trade. They don't watch YouTube. They don't follow furus. They sit in front of terminals that cost $24,000 a year and run quantitative models that process thousands of data points before a human ever makes a decision. They see regime shifts before they show up on a chart. They see breadth divergences before the price moves. They see stress building or collapsing in real time while everyone else is reacting to yesterday's candle. That's what the Aion Terminal is. Except it's not $24,000. And you don't need a finance degree to use it. We built something that has never existed for retail. Not a screener. Not a scanner. Not an indicator pack. A real quantitative terminal that runs 4 machine learning models across 30+ sector profiles every 2 hours. XGBoost, Random Forest, Neural Network, and Deep Learning, the same model classes that quant funds use, retrained constantly on live market data and generating forward-looking probabilities, not backward-looking patterns. When you open the Aion Terminal you're not looking at a chart. You're looking at what the market is doing right now and what it's likely to do next. Crash probability. Regime detection. Exposure recommendations. Predictive outlooks with calibrated confidence intervals. Market stress and oversold composites that tell you whether fear is real or whether it's a coiled spring about to snap back. Relative strength rankings across every sector so you know exactly where money is flowing before the move is obvious. Yesterday the terminal showed 7 of 9 models bullish. Crash probability at 15.2%. Market stress collapsing. Oversold at 83.5. Breadth snapping back on the short end. Every single data point was saying the same thing. Today $SPX is up 2.7% pre-market. Nobody on your timeline told you that. The models did. This is the gap between retail and institutional. It was never about skill. It was about information. Institutions don't trade better because they're smarter. They trade better because they see things you don't. The Aion Terminal closes that gap. Stop trading blind. The link is in the bio.show more

I’m incredibly proud to share that OpenAI chose Brex... to power their global spend and financial operations. When you're building at the frontier of AI and scaling global teams and infrastructure at an unprecedented pace like OpenAI is, Finance can't be the thing that slows you down. You need spend visibility the moment it happens, controls that enforce themselves, and agentic workflows that eliminate the manual work so your team stays focused on driving the business forward. We were so impressed by OpenAI’s rigor in evaluating every solution in the market, and whether they align to the agentic future OpenAI is building. Their decision to run on Brex is a huge testament to our AI roadmap and vision for the future of Finance. We started Brex around a simple idea: companies shouldn't have to choose between speed and control. There's no company in the world where that tradeoff matters more than OpenAI. We are honored to support them as they build the future. The best AI companies in the world, including OpenAI, Anthropic, Cursor, Vercel, Granola, Sierra, and Mercor choose Brex over every alternative for that exact reason. If you want to understand who’s truly building the future of AI in Finance, follow the customers you admire the most – not the hype.show more

Jeff Bezos just described AI in three words that... make most of the economy temporary. Bezos: “AI is real and it is going to change every industry. In fact it’s a very unusual technology in that regard in that it’s a horizontal enabling layer.” Horizontal enabling layer. Not a product. Not a platform. Not a feature. A layer. Underneath everything. Everyone is asking which AI company wins. Bezos is telling you that is the wrong question entirely. A horizontal layer does not produce winners. It produces a new floor. Everything standing on the old one either gets rebuilt or gets erased. This has happened exactly twice in modern history. Electricity. The internet. Both times the same pattern. The new layer appeared. The old economy kept running above it. Revenue held. Careers continued. Everything looked normal. Then quietly and permanently the entire structure reorganized around the new substrate. The people who did not move were not outcompeted. They were made structurally irrelevant. Not because they were wrong. Because the ground they stood on stopped being ground. Bezos is telling you it is happening a third time. Not with a product. Not with a platform. With intelligence itself becoming infrastructure. A horizontal layer does not compete with the expert. It makes expertise free. It hands a 22 year old with zero credentials the same cognitive output you spent a decade and a quarter million dollars learning to produce. For $20 a month. That is not disruption. Disruption replaces a product with a better product. This dissolves the scarcity your entire career was priced on. Not because the work disappeared. Because the wall around it did. Every profession that exists because knowledge is hard to acquire. Every company that profits because analysis takes time. Every industry that survives because complexity locks outsiders out. All of it rests on a single assumption. That cognition is scarce. AI does not challenge that assumption. It retires it. The people who understand this are already rebuilding. Quietly. Deliberately. While everyone else argues about whether the thing underneath them is real. Bezos did not give you a prediction. He gave you a position on a map. You are either above the new layer or beneath it.show more

The government can find out everywhere you have been,... without ever asking a judge. It just buys the information. Most apps on your phone quietly collect your location and sell it to data brokers. Those brokers package it up and sell it on. Some of their biggest customers are police departments and federal agencies. Because you technically agreed to share your location with a weather app or a game, officials argue they do not need a warrant to buy that same data later. Privacy lawyers call it a workaround the courts were never meant to allow. This is not a theory. In 2026, researchers at Citizen Lab exposed a system called Webloc that turned advertising data from around 500 million phones into a tracking tool, used by immigration agents, US police, and a foreign intelligence service. The most unsettling part is how ordinary it is. You are being tracked through the same apps you open without thinking, every single day.show more

WHY ARE WE STILL PAYING ALMOST FOUR DOLLARS A... GALLON WHEN OIL IS NEARLY $70 A BARREL?! Oil is trading in the seventies right now. Go back and check the history books. The last time crude sat in that range for any real stretch, gas was closer to two dollars and sixty cents a gallon. Today the national average is sitting near four dollars. Something does not add up, and Americans know it. There is an old saying in this business. Prices rise like a rocket and fall like a feather. Economists even have a name for it. The rocket and feather effect. When oil spikes, the pump reacts overnight. When oil drops, that same speed mysteriously disappears. The industry has a story ready every time. They say they are still selling expensive oil bought weeks ago, so prices cannot fall yet. Fine. But watch what happens the moment tensions with Iran flare up. Oil ticks up four or five dollars a barrel and somehow pump prices jump forty or fifty cents overnight, on oil the stations already had sitting in the ground bought at the old cheaper price. You cannot have it both ways. Slow to fall because of old inventory, instant to rise regardless of it. That is not a supply chain. That is a shakedown. Trump has pushed harder than any president in a generation to open up drilling, cut red tape and increase the actual supply of American energy. That is supposed to be the whole point. More supply, lower prices, real relief for working families filling up their trucks. Families are doing the math at the pump every single week. They are not confused. They can see a rocket going up and a feather coming down, and they are done pretending it is a coincidence.show more

"PRICE IS WHAT YOU PAY. VALUE IS WHAT YOU... GET." I keep buying $Kekec and I have a strong conviction. Here's Why: While the market is down, and Kekec is declining with it, there are data points that few are considering. Kekec borned in October and since then has been posting a different and original 30-second video every day, which I find extremely funny. For the past couple of months, they have also been posting daily on Instagram, and the attention on Kekec (which doesn't present itself on social media as a memecoin) is growing, moreover, it's increasing exponentially. The number of followers is increasing by about 500-1000 a day. This is largely due to the fact that they are not just focused on the main account but have several others that post reels and redirect to the main one. In short, an excellent strategy to keep growing more and more. Instagram link: Guess What? Not only are the followers increasing, but the team's workload is also growing. In fact, for a little over a month, they have also started pushing on YouTube, and the data here is promising as well. YouTube link: If we want to make a comparison, we can take Pudgy Penguins as an example, which has shown it can reach millions and millions of users without mentioning that they are a WEB3 company that owns an NFT collection. Or, if we want to be more appropriate by comparing one memecoin to another, we could take PONKE. Thanks to the use of social media and the quality of their content, they managed to achieve incredible numbers, which then translated into an increase in the coin's price. Kekec came before PONKE, but that doesn't necessarily mean it's better than PONKE. I believe PONKE is unbeatable in terms of content, but I want to make you reflect on an important point. PONKE came after KEKEC, and after PONKE's success, many coins have emerged trying to imitate it. One of KEKEC's strengths, in my opinion, is precisely the fact that it leverages social media without being a copy-paste. Instead, it is a unique meme derived from a 90's film, and it uses a unique form of content. In short, KEKEC > KEKEC and no one else. I want to conclude by suggesting you follow them on Instagram and evaluate not only the exponential growth of their followers day by day but also observe how the views of each reel increase accordingly. Pay special attention to the comments. Many of the people commenting have no idea what it is, and you can see from the comments how Kekec generates particular emotions in people—strange but still emotions. Personally, I believe that when something is unique and even very strange, it needs time to be adopted. However, once it happens, it usually explodes and spreads like never before. A few days ago, a Kekec video was posted by a very popular meme page. They probably don't know what Kekec is about but thought the video could spark interest among their followers. How many other pages will do the same? Lastly, but not least, I want to point out how Kekec maintains a good market cap despite everything that has happened in the crypto world since October 2023. As far as I know and have personally observed, everything is extremely organic. There is no cabal behind it, and the quality is not reflected in a single jpeg but in work that has been ongoing daily for months. Every day they work harder, and the quality of their videos grows as well. I have no affiliations with the team, but I believe that Kekec truly deserves more in this world where we push celebrity or cabal-backed coins to hundreds of millions in market cap. I keep buying because the numbers suggest so. Don't just evaluate the chart (price), evaluate the data (value). BÂLKÂN DWÂRFshow more