Bloomberg’s Ed Ludlow tracks SpaceX's value eclipsing Amazon's, this as it lands its $60 billion takeover of Cursor. Plus, Anthropic meets with US officials to resolve a national security dispute with the Trump administration over its most advanced AI models. And, Sequoia Partner Shaun Maguire talks about the AI landscape and why he never wants to sell his SpaceX shares.

Anthropic’s AI Spending Surges as Microsoft Rethinks Copilot
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Oracle’s Data Center Challenge as Trump, Xi Talk AI
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Anthropic’s New Model, the Robot Economy and Apple Health
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