Morning Scan
Anthropic’s crisis is deepening, OpenAI’s finances are eye-watering, and SpaceX is riding an IPO high. AI is simultaneously the best and most complicated business on earth right now.
// The Scan
Morning and evening signal snapshots, Monday through Friday.
Evening Scan
Markets expected SpaceX’s IPO pop to cool off on day two. Instead, shares climbed another 10%+ today, pushing the rocket company past Amazon in market cap.
Morning Scan
SpaceX’s IPO closed Friday at historic numbers, and the follow-on questions span policy, geopolitics, and AI export controls. Washington is rewriting the rules on who gets access to frontier AI models, and London is moving to do the same for who gets to scroll.
Evening Scan
The SpaceX IPO gained another 14% today, extending Friday’s pop. Separately, the Anthropic export restriction saga acquired a new detail: China may have already accessed Mythos.
Morning Scan
The Anthropic story grew legs over the weekend — and they lead back to Andy Jassy. The government’s move to export-control an American AI company’s own models is raising questions about who, exactly, this crackdown is for.
Evening Scan
SpaceX began trading on Nasdaq today under SPCX after raising $75 billion — the largest IPO in history. Oracle still hasn’t patched the PeopleSoft flaw ShinyHunters used to breach 100+ organizations, a reminder that legacy enterprise software remains a critical vulnerability.
Morning Scan
Apple’s WWDC hangover is still dominating the feed, but the action this week has been in the margins: a SpaceX IPO trading live, Musk’s companies collecting lawsuits, and Amazon securing enough debt to fund a small country.
Evening Scan
The day’s biggest AI story wasn’t a product launch — it was Anthropic getting caught, then backing down. OpenAI is reportedly preparing for a price war it expects Anthropic to start.
Morning Scan
SpaceX hits public markets tomorrow, Anthropic just dropped a new frontier model with built-in guardrails, and Apple’s WWDC software cycle is still shaking out.
Evening Scan
Markets had a bad day and AI had a complicated one. Stocks sank on Middle East strike news while Anthropic shipped two new models that are pulling real benchmark weight — and a court decided Google should be liable when its AI makes things up.
Morning Scan
The AI IPO queue is moving fast. OpenAI filed confidentially, Anthropic filed last week, SpaceX lists Thursday, and Perplexity has 2028 in view. Apple spent the week at WWDC redefining what “AI” means on its own terms, Google and Nvidia included.
Evening Scan
OpenAI filed confidentially for an IPO while simultaneously stating it hasn’t decided on timing — in IPO-speak, a placeholder, not a starting gun. The broader AI funding market kept moving, with valuations at levels that seemed implausible 18 months ago.