SpaceX Surges, Anthropic Stumbles, and Bezos Bets $12B
SpaceX just finished its first week as a public company. Anthropic just had its newest model frozen by the US government. And Jeff Bezos just raised $12B for a startup that's been alive for about a year.
Dave and Aman break it all down — from SpaceX IPO mechanics and gamma squeeze risk, to the Dario vs. Washington standoff that could derail the Anthropic IPO, to Bezos's $41B physical AI bet, a massive Salesforce acquisition of a 500 Startups alum, and why Mistral and Cohere just became the Dr. Pepper of AI.
Plus: the Valuation Corner returns with Powerlaw (PWRL) — the new retail-accessible VC…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.