AI bets diverge, goblins banned, Meta goes crypto
Good morning. It’s Thursday, April 30. Today we are covering:
* Microsoft, Meta, and Alphabet each raised AI capital expenditure guidance but only one managed to convince investors
* OpenAI’s Codex system prompt bans all discussion of goblins and tells the model to act as if it has a “vivid inner life”
* Meta quietly re-entered crypto with stablecoin payouts for creators in Colombia and the Philippines
* 1X Technologies opens a US factory to manufacture 10,000 humanoid home robots this year
* Satellite connectivity on track to reach 46% of global smartphone shipments by 2030
This is a public…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.