Why SpaceX Paid $60 Billion for the Layer OpenAI Can’t Take Away
OpenAI is cutting off Cursor after its SpaceX deal, revealing why AI model routing and developer workflow may be the stronger moat.
The Companies Elon Musk Tried to Kill and Couldn’t Are Your Biggest Opportunities
For twenty years, Elon Musk's answer to an expensive supplier has been to fire it and build the part himself. That small group of companies is the signal to watch.
Physical AI’s $40 Trillion Question: How Elon Musk Confirms the Biggest Winners
We’ve spent months mapping which companies sit across those four layers... Not the trillion-dollar names everyone already owns, but the potential Intels, Ciscos, and Nvidias of the Physical AI age.
Tesla Just Put Physical AI In the Driver’s Seat
Tesla Grok can now control vehicle functions, marking a shift from chatbot AI toward Physical AI embedded in cars, robots, and machines.
Elon Musk Says AI Will Overtake Rockets at SpaceX… This Month
Musk says SpaceX's AI segment could become its biggest business this month after revenue surged 247% and major compute deals piled up.
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More PodcastsThe AI Boom Isn’t Over: 3 Stocks You Need to Watch
Beneath the familiar spectacle of falling indices and rising Treasury yields, companies face very different problems: Some are fighting for customers while others are racing to supply them.
