SpaceX Secures Investment‑Grade Ratings Ahead of Post‑IPO Funding
SpaceX update: the company is telling investors it has lined up investment-grade ratings from three major bond graders: Moody’s Ratings, Fitch Ratings and S&P Global Ratings (sources) Important for post-IPO financing. Story with @BTLipschultz @DBarbuscia and Charlotte Plaskwa
Non‑participants Face Steeper Dilution than Round Participants
What's the dilution story for both those that did AND those that did not participate in both the Anthropic $350B valuation round and this $960B valuation round. Can anyone explain it to me?
Anthropic Raises $65B, Hits $965B Valuation
Anthropic's closed a $65 billion funding round at $965B post-money valuation led by Altimeter Capital, Dragoneer, Greenoaks, and Sequoia
Starship's 12th Flight Paves Path for Moon Missions
Jared Isaacman, @NASAAdmin, reacting to Starship 12th test flight and outlining its role in future moon programs.
Bloomberg TV to Air Most of Starship's 12th Test Flight
Bloomberg TV will carry as much of Starship's 12th test flight as possible, if it goes tonight. Hoping to chat with @chadsonofchad too.
SpaceX Plans 10‑GW Solar Factory in Bastrop, Texas
SpaceX details NOT in the S-1: the plan for Bastrop, Texas solar factory is a MASSIVE 10-gigawatt facility. Bloomberg (@KaraCarlson2 @markchediak) found the docs. The site will include two floors that each would make five gigawatts of solar cells https://t.co/EmQkpf4yLl https://t.co/8UV1hNjfXP
Oura Files Confidential IPO, Targets Public Launch This Year
Oura has filed confidentially for IPO. Plans to go public later this year. Goldman, MS, JPMorgan, Allen & Co. and Jefferies on it. @markgurman reporting @TheTerminal
IREN CEO Discusses M&A, Capital Markets, Nvidia, Data Center Perception
$IREN ceo on the show today: M&A, capital market activity, Nvidia and what the public thinks of data centers
Anthropic Eyes $30B Raise at $900B Valuation
NEWS: Anthropic has advanced talks to raise more than $30 Billion at a valuation of more than $900 billion. Aim to close by end of month but No term sheets signed. Report on @TheTerminal with @nmasc_
CME and Silicon Data Launch Computing Power Futures
Big news 🧵: CME Group Inc., the largest US derivatives exchange, and Silicon Data are teaming up to create a futures market for computing power, a key factor needed to help power the AI boom. 1/
ChatGPT Inserts Foreign Scripts Despite English-Only Prompts
In ChatGPT, when summarizing denser research or long form articles, I am sometimes still getting Arabic, Russian and other non Latin alphabet languages in the responses when the source material and prompts are solely in English. Why? (Photo of my screen...
FSD v14.3.2 Improves Toll Speed, Still Halts at Green Turns
FSD (Supervised) v14.3.2 day 1* notes: Observation: in Hurry mode, seemed much more controlled through Golden Gate bridge toll booth, but slowed right down to 25mph exactly (prior versions didn't). UX: disengaged at parking lot so I could pay the barrier....
FSD Repeatedly Misroutes at 101 Ramp Despite Correct Map
FSD (Supervised) v14.2.2.5 Navigation error and curious decision making two out of five days this week. This is a repeat occurrence of FSD turning right at a light, just before the junction for the ramp to the 101. The map on...
Founders Fund Secures Record $6 B for New Fund
Founders Fund has raised $6 billion for a new fund, reports @nmasc_ on @TheTerminal Will discuss details of it on the show today. This is the firm's largest haul ever.
Stripe Aims to Build Universal Payment Infrastructure
This was a part of the conversation with @collision I thought was particularly interesting on what Stripe is trying to build infrastructure for