Meta's AI strategy is deeply unfocused and mimetic, lacking cohesive vision despite data center scale and open source moves; open sourcing non-frontier models signals weak demand.

SpaceX is pivoting to AI compute infrastructure with a 10GW data center path, potentially reaching $500B ARR and $1T by 2030, leveraging Elon's ability to build aggressively witho…

Tesla's self-driving advantage is becoming clear as legacy automakers admit they won't have good self-driving for a very long time, making Tesla's car business more compelling.

Situational Awareness fund liquidated public positions to Citadel, now investing heavily in private markets: $400M into Source Foundry (ASML competitor) plus other bets; uses 2x l…

Leopold Aschenbrenner's Situational Awareness fund is 4x levered long Micron as a semiconductor memory play on AI infrastructure demand.

The fund is levered short Adobe as part of the same AI trade, betting that AI will disrupt Adobe's creative software moat.

Source Foundry aims to reinvent chip manufacturing as ASML competitor; Stanford researchers on team; Situational Awareness invests $400M after Sequoia earlier backing; deal speed…

Archer's acquisition of Boeing's Whisk, Insitu, and SkyGrid combines Archer's commercialization focus with Boeing's autonomy technology and revenue-generating drone business, supe…

Boeing's partnership with Archer allows Boeing to bring autonomous aviation capabilities to Archer's eVTOL platform while feeding learnings back to Boeing's core commercial aviati…