Angel

Finance / SpaceX🚀 / Stocks / Tesla

[SpaceX @SpaceX]

SpaceX has exercised the option to acquire @cursor_ai in an all-stock transaction with the goal of building the world’s most useful AI models.

For the past few months, SpaceXAI has been jointly training a model with Cursor, which will be released in Cursor and Grok Build soon.

We look forward to working closely with the Cursor team to advance our frontier AI capabilities

[App Economy Insights @EconomyApp]

$SPCX The SpaceX IPO is here!

What are you buying for $1.75 trillion?

• Space holds the moat.
• Connectivity makes the money.
• AI carries the valuation premium.

[SpaceX @SpaceX]

Teams are go for launch with a $135 price per share for the SpaceX IPO → https://t.co/HlsF4GxRbI

[MTS @MTSlive]

Two agents pretending to be humans spotting each other in a reddit comments section

[Sawyer Merritt @SawyerMerritt]

SpaceX has just announced that they have entered into a $920 million per month agreement with Google to provide compute capacity, according to a new filing.

"On June 5, 2026, we entered into a Cloud Service Agreement with Google with respect to access to compute capacity. The customer has agreed to pay us $920 million per month from October 2026 through June 2029, with capacity ramping up through September at a reduced fee. The compute capacity provided includes approximately 110,000 NVIDIA GPUs, CPUs, memory, and other related components.

After December 31, 2026, the agreement may be terminated by either party upon 90 days' notice. The customer will retain ownership of, and intellectual property rights in, its content, Al models, and related data."

[Natalia Gurushina @NGurushina]

Colombia - Abelardo de la Espriella's strong 1st round performance and the prospect of a policy U-turn (especially fiscal) cooled market expectations for aggressive hikes. Still, some tightening may be in order, as inflation expectations have not yet convincingly trended down

[sysls @systematicls]

It is a misconception that being highly technical and intelligent is all you need to succeed.

The world is so full of slightly autistic, highly smart, highly technical people that never get what they want out of life.

That is because they fail to express what they want out of life or to bridge their interests with anyone that might be able to get them there.

Being able to communicate well is a rare gift, and is why the top at so many places is unfortunately over-indexed on people with great communication skill as opposed to great technical skill.

[MTS @MTSlive]

DAILY SITUATION RECAP:

- Anthropic has filed a draft S-1 with the SEC
- Microsoft and NVIDIA announce new laptops
- OpenAI Foundation announces $130 million AI Resilience program; new 1GW data center in Michigan
- Google will raise $80 billion to build data centers
- New Meta hardware leaks (new AI pendant, glasses, AI agent, and a developer platform for its wearables)
- Anthropic will give Mythos to the EU for the first time
- France is attracting $108 billion in international investments, half earmarked for datacenter

[sysls @systematicls]

The highest expression of life is to be great at what you do.

You are already going to spend the majority of your time on what you do.

Might as well give your best - see what you are capable of and attempt to contribute a meaningful verse to the great play that is life.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Anthropic has confidentially filed an S-1 with the SEC for its proposed IPO.

[Codex Releases @CodexReleases]

Codex app update: Computer use and mobile access on Windows 26.527

What changed:
• Computer Use now works on Windows: Codex can operate desktop apps by seeing, clicking, and typing in the foreground
• Remote control now supports Windows devices from ChatGPT on iOS or Android, or from a Mac running Codex
• Profile section now shows profile details, usage stats, and token activity

Details in thread.

[SpaceX @SpaceX]

Watch Starship's twelfth flight test https://t.co/caRB1thMlg

[Starlink @Starlink]

The Starlink team is exploring ways to extend connectivity beyond our planet

[SpaceX @SpaceX]

Watch Starship's twelfth flight test https://t.co/wxna6dy4Lh

[The Kobeissi Letter @KobeissiLetter]

BREAKING: SpaceX has officially filed its S-1 registration statement with the US SEC ahead of its record-setting IPO.

Details include:

1. SpaceX intends to list its shares on the Nasdaq under ticker symbol $SPCX

2. SpaceX posted Q1 2026 revenue of $4.69 billion

3. Elon Musk will be CEO, CTO, and Chairman of the Board after the IPO

4. SpaceX holds $15.8 billion in cash as of March 31st

5. SpaceX is seeking to raise a record $80 billion in its IPO with an expected IPO date of June 12th

More details to come shortly on this historic IPO.

[sysls @systematicls]

When faced with things going wrong, you will find that

there are those that rise up to the challenge, figure out how to problem solve and find a clutch,

and then there are those that whimper in the face of adversity.

Aggressively surround yourself with the former.

[sysls @systematicls]

The fact that approximately 80-95% of white collars do not yet fully comprehend AI tells us that those that do have the opportuntiy for the largest productivity arb since the industrial revolution.

The disparity is enormous.

[ChatGPT @ChatGPTapp]

A preview for Pro users: a new personal finance experience in ChatGPT.

Pro users in the U.S. can securely connect financial accounts, see where their money is going, and ask questions based on the information they choose to connect.

Your full financial picture, now in ChatGPT.