Investors and analysts

Coverage for people pricing the industry: funding, unit economics, adoption evidence, and the gap between a valuation and a working product.

Models & research

Models & Releases

Musk says SpaceX will lead AI within six months. His own record says wait.

A pair of posts on Thursday put SpaceX ahead of OpenAI and Anthropic by spring. The claim is checkable, the timeline is not yet, and the man making it has missed deadlines this specific before.

September 24, 2026

Policy & industry

Industry & Business

Nvidia’s CEO puts the odds of AI ending the world at zero. Read the balance sheet too.

Jensen Huang called extinction warnings irresponsible and unscientific, and rejected new AI regulation. He was asked directly why anyone should trust him. His answer is worth reading in full.

September 24, 2026