Models, Markets, & Moonshots

📡 Radar

🚀 SpaceX Eyes the Public Markets

After years of resisting public markets, SpaceX is now reportedly preparing for an initial public offering as early as 2026, potentially raising tens of billions of dollars and unlocking a valuation in the trillion-dollar range. This would create a remarkable new funding runway for the company’s long-term ambitions. This shift reflects a strategic decision to gather capital to fuel not just its launch and Starlink businesses but also future ventures that blend space with compute and AI. Musk’s subtle confirmation of the reports underscores market confidence and the excitement around what could become one of the biggest IPOs ever. Going public could unlock new investor participation while preserving SpaceX’s identity as a pioneer in space and infrastructure. Arstechnica

🦄 OpenAI and Disney Unlock Imagination on Sora

OpenAI and The Walt Disney Company have announced a landmark three-year agreement bringing Disney, Marvel, Pixar and Star Wars characters into OpenAI’s Sora platform for user-prompted social video creation. Over 200 beloved characters and worlds will be available for fans to generate and share creative content, with selections even streaming on Disney+. Disney is also making a $1 billion strategic equity investment in OpenAI, strengthening collaboration across products from internal tools to consumer experiences. Together, the two companies are committing to responsible creative AI usage that elevates fan expression while protecting creator rights. OpenAI

🤝 Anthropic and Accenture Get Close

Anthropic and Accenture have significantly expanded their strategic partnership into a multi-year alliance aimed at moving enterprises from experimental AI to full-scale production deployments. The collaboration includes the launch of the Accenture Anthropic Business Group, training around 30,000 Accenture professionals on Claude, and embedding AI into regulated industries like finance, healthcare, and public sector. By combining Accenture’s enterprise transformation expertise with Anthropic’s leading Claude models and Claude Code tools, this partnership accelerates real-world AI adoption while emphasizing responsible deployment. It marks a major step forward for enterprise productivity and innovation at scale. Anthropic

🇪🇺 EU Fines X Over Platform Rules

The European Union has issued a fine of more than €130+ million to X, formerly Twitter, related to interpretations of the Digital Services Act around content moderation and transparency requirements. From X’s perspective, this moment highlights the growing tension between fast-moving global platforms and region-specific regulatory frameworks that are still evolving. X has consistently emphasized its commitment to open discourse, platform improvement, and transparent processes, while continuing to iterate on safety and compliance at scale. Elon is not impressed. As regulations mature, this situation may ultimately help drive clearer standards that better balance innovation, free expression, and user trust across the global internet. The Verge

🇬🇧 Anduril Expands Defense Partnership in the UK

Anduril UK has expanded partnerships with GKN Aerospace and Archer Aviation to support the British Army’s Project NYX and the broader Land Autonomous Collaborative Platform program. The agreement brings together British industrial expertise and Anduril’s strength in autonomy to create advanced uncrewed rotorcraft and UAV solutions. The effort strengthens sovereign defense capability and also creates high-skill jobs across the UK. It is a strong example of global collaboration and future-focused aerospace innovation. Anduril

⌨️ Prompt

This next prompt was fun, and we encourage all of you to try it. Reply to this email with a screen shot of how ChatGPT answered the question and the most outrageous response will get a hoodie from our shop.

And, if you’re wondering, the beaver went in his dad’s workshop and is named Chip.

🧠 Wisdom

⚽️ Perplexity Explains CR7 in One Page

Perplexity’s Ronaldo page is a simple but powerful reminder of what modern AI does best. It can take a decades-long career full of noise, context, and narrative and turn it into something clear, structured, and instantly understandable. The goal is not to replace human judgment or fandom, but to sharpen it. In a world flooded with information, real wisdom increasingly comes from knowing what to keep.

❌ The Discipline of No

🥊 The Youngest You’ll Ever Be

⭐️ Main Character Energy

Chris's fiancée Liz recently left the finance world to launch her new company in the creative universe: For You Tales

For You Tales invites you to create custom storybooks for anyone, for any reason.

The mission is to make everyone the main character of their story. The vision is to leverage technology not to digitize, but to humanize.

The early use cases have been sincerely heartfelt, including a couple who made "how we met" story for their wedding table centerpieces, a family who made a tribute to their beloved dog, and a husband surprising his wife with their first baby book. The reactions have been amazing.

Proud of you, Lizard!