Three of the biggest deals in AI history all hit in the last 48 hours. SpaceX filed for a $1.75 trillion IPO, the biggest ever. Anthropic signed a deal to pay Elon $1.25 billion a month to train Claude on his GPUs, $45 billion total through 2029. And Anthropic is now projected to be profitable by next month, beating OpenAI to it.
We break down the S1 filing, the 30% retail float, the insider unlock structure, and why Antonio Gracias is about to become absurdly wealthy. Then we get into Cursor's $60 billion acquisition by SpaceX, why Michael Truell is about to be the youngest billionaire alive, and how Composer 2.5 (built on an open-source Kimi base) is beating Opus 4.7 and GPT 5.5 at a fraction of the cost.
Plus: Claude Mythos cracking Apple's M5 chip in five days for $35,000, China's GPU race, OpenAI's rumored IPO filing, and Karpathy joining Anthropic.

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TIMESTAMPS

00:00 SpaceX Partners With Anthropic
06:43 Anthropic's Shocking News
08:55 SpaceX IPO Filing Here!
14:12 The New Youngest Billionaire
17:48 Claude Mythos Hacked Apple
21:30 China Summit Failure?
24:34 OpenAI IPO FIling This Week??
25:25 Andrej Joins Anthropic

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RESOURCES

Josh: https://x.com/JoshKale

Ejaaz: https://x.com/cryptopunk7213

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