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# Evening Scan
- URL: https://adjacent.media/scan/2026-05-21-pm/
- Published: 2026-05-21T23:10:23.000Z
- Updated: 2026-05-21T23:10:23.000Z
- Description: SpaceX dominated the day — the S-1 dropped and the numbers inside exceeded expectations. Anthropic disclosed it’s about to turn its first-ever profit, and Meta’s headcount is taking a hit that makes its AI spending look even more aggressive.
- Author: Jonathan Greene
- Tags: #scan-pm, #scan

SpaceX dominated the day — the S-1 dropped and the numbers inside exceeded expectations. Anthropic disclosed it's about to turn its first-ever profit, and Meta's headcount is taking a hit that makes its AI spending look even more aggressive.

> **$1.25B/month** — What Anthropic is paying SpaceX for compute under their deal, which runs through May 2029 and is apparently expanding. *(Axios)*

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#### [SpaceX Opens Its Books — and Elon Is the Biggest Risk Factor](https://www.theverge.com/science/935102/spacex-ipo-elon-musk-tesla-cybertruck-xai-risk-factor?ref=adjacent.media)

The S-1 gives Musk 85.1% voting control, which the filing itself flags as a concentration-of-power risk — a rare moment of corporate self-awareness. *(The Verge)*

#### [Starlink Hit 10.3M Subscribers in Q1, Up 105% Year Over Year](https://www.pcmag.com/news/spacex-ipo-filing-offers-first-glimpse-at-subscriber-numbers-financials?ref=adjacent.media)

The connectivity business pulled in $11.3B in 2025, which explains why the rest of Wall Street has been flying blind on this company for 24 years. *(PCMag)*

#### [Meta Cuts 8,000 to Help Fund Its AI Buildout](https://www.theverge.com/tech/935163/meta-layoffs-ai-investment-offset-memo?ref=adjacent.media)

The internal memo framing is "offset the other investments we're making" — a direct statement of 2026 tech strategy. *(The Verge)*