Abubakar
48K posts

Abubakar
@IAtalkspace
Analyzing tech and media businesses. MBA @Cornell. Ex: Tech Journalist @TheInformation; Knight-Bagehot Fellow @Columbia; Advisory Board Member @InsideTheCabal.

This is the uniform as created by the team that worked on the film.

An alien who is in the U.S. temporarily and wants a Green Card must return to their home country to apply. This policy allows our immigration system to function as the law intended instead of incentivizing loopholes. The era of abusing our nation’s immigration system is over.





Space's S-1 has some more details on the Cursor collaboration: - SpaceX has a 30-day window post-IPO to acquire Cursor at a $60B valuation (paid in SpaceX stock) - If they walk away: $10B in fees to Cursor ($1.5B termination + $8.5B deferred services) - In the meantime: SpaceX provides GPU compute, Cursor provides training data from developer workflows & talent - Any jointly developed new models are co-owned, both sides free to commercialize


Well, the SpaceX S-1 is out... Anthropic's previously announced deal to rent compute from SpaceX is worth $1.25B a month, per disclosures. That means Anthropic will pay SpaceX $15B a year until 2029. SpaceX says it has plans to strike similar deals in the future.

The great digital media valuation collapse axios.com/2026/05/19/buz…

Introducing OpenAI Guaranteed Capacity: a new offering that enables customers to guarantee long-term access to OpenAI compute. We’ve made long-term investments in infrastructure, partnerships, and capacity planning to help customers scale reliably. Now, Guaranteed Capacity helps customers plan ahead for critical workloads in a compute-constrained world. openai.com/guaranteed-cap…





I like how Ackman’s entire strategy now is just to find whichever Mag 7 name the market is currently bored with, buy it in the low 20s p/e, wait for the narrative to shift, exit in the high 30s, then rinse and repeat. I mean it works so why not




