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Why SpaceX Bought xAI Before the $1.75T IPO

xAI priced a $20B round at $230B on January 6, 2026. Twenty-four days later its board declared fair value had doubled and merged the company into SpaceX at a combined $1.25T. Ten weeks after that, SpaceX filed confidentially for a $1.75T IPO. The merger was IPO plumbing, not corporate strategy.

Tech Talk News··10 min read

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Netflix Just Dropped 9.7%. The Long Game Is Still Theirs.
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Investing··8 min

Netflix Just Dropped 9.7%. The Long Game Is Still Theirs.

Netflix beat Q1 2026 on revenue and earnings, generated $5.1 billion of free cash flow, and still closed down 9.7% on April 17 on soft Q2 margin guidance. Every prior 'Netflix is finished' moment was a multi-year buying opportunity, and the 2026 setup is the strongest it has been in a decade.

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Why Claude Keeps Going Down, and What It Actually Means
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Tech··17 min

Why Claude Keeps Going Down, and What It Actually Means

Anthropic went from $1B to roughly $30B in annual run-rate revenue in 15 months, and Claude now breaks most mornings between 9 AM and noon Pacific. The outages aren't random. They're concentrated exactly where Claude won: long-running coding agents, on the messiest multi-cloud stack in the industry, metered by a rate limiter that sometimes drains a weekly quota in 19 minutes.

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Claude Code Routines: How Anthropic Put Claude on a Cron
New
Tech··8 min

Claude Code Routines: How Anthropic Put Claude on a Cron

Anthropic shipped Claude Code routines on April 14, 2026: a research-preview feature that turns any prompt into a cloud-hosted agent triggered by schedule, HTTP POST, or GitHub event. Here is what it is, how to set one up, and where the daily caps actually bite.

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Netflix Lost the Warner Bros Bidding War and Won Anyway
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Investing··11 min

Netflix Lost the Warner Bros Bidding War and Won Anyway

Netflix walked from its $72 billion Warner Bros. Discovery deal in under an hour, kept a $2.8 billion breakup check, and watched its stock rally 18% through the decision. The auction was corporate discipline against Ellison family-office capital, and losing was the right trade.

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Supply and Demand Signals for Real Estate in 2025
Investing··7 min

Supply and Demand Signals for Real Estate in 2025

Rate lock-in, zoning reform, demographic demand, and CRE bifurcation are all moving at once. Here's how to read the real estate market when the signals are this mixed.

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