07 Jun 2026
SpaceX vs Anthropic: Here's Which Mega-IPO I'm More Likely to Buy
We're in uncharted territory when it comes to IPOs. Prior to 2026, the largest IPO in U.S. history was Alibaba ( BABA 3.88% ) , which raised about $25 billion in late 2024 at a market capitalization of roughly $230 billion. This year, there's a possibility we'll see not one but three companies with trillion-dollar valuations when their shares start trading. SpaceX, Anthropic, and OpenAI are all…
07 Jun 2026
The Sequence Radar #873: Last Week in AI: Soccer, S-1s, and Supermodels
We continue our series about alternatives to transformers. Our opinion section discusses an intriguing thesis: systems of action vs. systems of record. The AI of the week dives into a groundbreaking paper that I’ve read three times this week: models need sleep. This week I want to start close to home. At LayerLens, we announced the Stratix Cup, a live tournament in which frontier AI models play…
07 Jun 2026
Down 20%, Should You Buy Broadcom Stock on the Dip? The Answer Might Surprise You.
The semiconductor sector suffered a brutal sell-off last week, and it started with Broadcom 's ( AVGO 7.49% ) latest quarterly earnings report on Wednesday evening. Despite posting a strong result, the company's forward guidance fell short of Wall Street's expectations, which triggered a 20% decline in its stock. Broadcom remains a high-quality business with a strong demand pipeline for its…
07 Jun 2026
The short seller’s argument nobody on the coming mega IPO roadshow wants you to make
The race to be the first frontier AI lab to reach public markets is on. Anthropic just confidentially filed for an initial public offering. OpenAI has reportedly been preparing its own draft. The valuations are eye-watering: Anthropic at $965 billion , OpenAI at $852 billion, each now looking to raise $60 billion . Add SpaceX’s launch-and-AI vehicle, pursuing a $1.75 trillion listing , and these…
07 Jun 2026
What does it feel like to publish for machines?
Imagine spending the week building something — a campaign, a measurement system, an ad product, a piece of content — and then learning that the majority of the audience consuming it is not human. That is not a hypothetical.
06 Jun 2026
'AI: Probably Nothing to Worry About ' Review: Spoiler: Don’t Trust the Title
Director Nick Holt (“Responsible Child”) gives us plenty to worry about in his ominous documentary “AI: Probably Nothing to Worry About.” But the scariest takeaway may not actually be the artificial intelligence, so much as the humans who’ve created and disseminated it.
06 Jun 2026
The Leopard Is Eating David Sacks’s Face
President Donald Trump confirmed Friday that he’s thinking about the U.S. government entering into some kind of partnership with the major AI companies, perhaps even taking a stake like he did with Intel.
06 Jun 2026
AI Is Helping Discover Tech Vulnerabilities—And Zcash Is Just the Latest Example
Frontier AI models are increasingly being used to identify software vulnerabilities. Claude Mythos, Claude Opus, GPT-5.5, and other systems have been deployed in vulnerability research across browsers, operating systems, and open-source software. The technology is beginning to influence crypto and DeFi security, where Claude Opus 4.8 was cited in research that uncovered a critical Zcash…
06 Jun 2026
Anthropic Warns of Humans Losing Control of AI
Anthropic is proposing that the world's top AI companies come up with a coordinated way to pause development of advanced AI systems, warning the technology is improving so quickly there's a risk humans could lose control.
