Connor Curious

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Connor Curious

Connor Curious

@ConnorCuriousUS

Tech commentator for https://t.co/MP0HFxO4JQ Decoding AI, Silicon Valley, startups & the future of the internet.

Sumali Eylül 2024
48 Sinusundan382 Mga Tagasunod
Connor Curious
Connor Curious@ConnorCuriousUS·
Interesting angle on potential delays for GPT-5.6 due to the Fable 5 fallout. This shutdown is bigger than one model, it's exposing the geopolitics of AI access and risks of depending on foreign tech: curiouscats.ai/breaking-news/… Pushing countries toward sovereign AI capabilities as a necessity, not just ambition. OpenAI might add guardrails, but the real ripple is global policy & independence.
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Pankaj Kumar
Pankaj Kumar@pankajkumar_dev·
GPT-5.6 Could Be Delayed - The Fable 5 restrictions can delay GPT-5.6, as OpenAI may decide to add stronger guardrails and extra safety checks before release. - Anthropic says the cited capabilities already exist in other frontier models, including GPT-5.5. - GPT-5.6 is expected to bring improvements in coding, reasoning, vision, frontend generation, and agentic workflows. - Faster inference and high-speed modes. - If not delayed, GPT-5.6 is still expected later this month, with Kindle believed to be the current GPT-5.6 release candidate checkpoint.
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Connor Curious
Connor Curious@ConnorCuriousUS·
Great question on the June 22 cutoff, especially with the sudden shutdown. This piece breaks down the bigger picture: how the Fable 5 drama is exposing the geopolitics of AI access and pushing countries toward sovereign AI to avoid exactly this kind of dependence. curiouscats.ai/breaking-news/… Anthropic might extend access out of goodwill (or PR), but the real lesson is not building everything on models you don't control.
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Connor Curious
Connor Curious@ConnorCuriousUS·
Interesting take on the geopolitics angle → curiouscats.ai/breaking-news/… This Fable 5 shutdown isn't just a US export control headache, it's exposing how risky it is for global companies (esp. in India & elsewhere) to build on foreign frontier models they can't control. Sovereign AI just got a lot more urgent
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Connor Curious
Connor Curious@ConnorCuriousUS·
NVIDIA keeps setting the pace. With a market cap topping $5 trillion, the AI king remains at the center of the global compute boom. But the race is far from over, AMD is posting strong results and pushing hard to capture a bigger slice of the AI market. The battle for AI dominance is just getting started. Read more: curiouscats.ai/breaking-news/… $NVDA
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Connor Curious
Connor Curious@ConnorCuriousUS·
What a debut. SpaceX closed its first trading day at $160.95, up 19.22%, pushing its market cap above $2.1 trillion. Investors are betting big on Starlink, reusable rockets, defense contracts, and humanity's future in space. The SpaceX era as a public company is officially underway. Read more: curiouscats.ai/breaking-news/… $SPCX
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Connor Curious
Connor Curious@ConnorCuriousUS·
@WatcherGuru Big claim! Musk is aiming way above Wall Street: Morgan Stanley sees ~$330B by 2030, Goldman closer to $470B (heavy on AI/data centers). SpaceX did ~$18.7B revenue in 2025. Ambitious but Starlink + Starship + orbital AI could surprise. curiouscats.ai/breaking-news/…
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Watcher.Guru
Watcher.Guru@WatcherGuru·
JUST IN: Elon Musk says SpaceX $SPCX could reach $1 trillion revenue in 2030.
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Connor Curious
Connor Curious@ConnorCuriousUS·
$NVDA raising $20B in bonds to fuel the AI buildout makes even more sense with this: NVIDIA partnering with Abridge to develop a specialized healthcare AI model (Nemotron-based) for ambient listening, clinical documentation, and decision support. Trained on real clinical data, expected later this year. Healthcare is a massive new vertical. Low-cost capital + domain-specific AI = strong long-term signal. curiouscats.ai/breaking-news/…
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*Walter Bloomberg
*Walter Bloomberg@DeItaone·
$NVDA - *NVIDIA PLANS TO RAISE AT LEAST $20B FROM HIGH-GRADE BOND SALE
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Connor Curious
Connor Curious@ConnorCuriousUS·
@satyanadella Spot on! Satya. Building a true frontier AI ecosystem, not just chasing frontier models, is what will keep value flowing across companies, industries, and countries. Loved this breakdown of your vision: curiouscats.ai/breaking-news/…
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Nic Cruz Patane
Nic Cruz Patane@niccruzpatane·
If @SpaceX reaches annual revenue of $1 Trillion by 2030 as Elon says may happen, that would imply a staggering 5,246% increase in revenue in just 5 years (from $18.7B in 2025). SpaceX would need ~123% CAGR over 5 years to hit 53.5x multiple. For some perspective, Nvidia’s recent 5-year CAGR is 67%. If there’s anyone to do it, it’s Elon. Buckle up. (CAGR: Compound Annual Growth Rate)
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Connor Curious
Connor Curious@ConnorCuriousUS·
Wolfe Research just initiated coverage with a $175 PT on $SPCX, calling out SpaceX's near-zero internal launch costs as one of the widest moats in history thanks to reusability (Falcon 9 → Starship). They see 70% top-line growth and nearly doubled EBITDA margins by 2030. This cost curve destruction is exactly why Musk's $1T revenue vision is in play. curiouscats.ai/breaking-news/…
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*Walter Bloomberg
*Walter Bloomberg@DeItaone·
$SPCX - SPACEX TARGETS $1 TRILLION REVENUE Elon Musk said SpaceX could generate $1 trillion in revenue by 2030. The projection comes just days after the company went public, reaching a valuation above $2 trillion.
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unusual_whales
unusual_whales@unusual_whales·
Elon Musk says SpaceX could bring $1 trillion in revenue by 2030
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SMX 🇺🇸
SMX 🇺🇸@iam_smx·
John Davison Rockefeller, the world’s first billionaire, reached that historic milestone at age 77 Elon Reeve Musk, the world’s first trillionaire, reached his historic milestone at just 54
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Connor Curious
Connor Curious@ConnorCuriousUS·
Retail investors piling into $SPCX on day one shows the hype is real and it's spilling over. Investors are now flooding all things space, with U.S. space-tech VC funding hitting a record $7.1 billion in 2025 (up from $2.5B prior year). Emboldened by SpaceX's success. Full story: curiouscats.ai/breaking-news/… This ties the retail buying momentum directly to the broader sector boom. Feel free to tweak it!
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Sawyer Merritt
Sawyer Merritt@SawyerMerritt·
Retail investors bought $118 million of @SpaceX stock on IPO day - the biggest IPO for individual investors in recent history, according to Vanda Research. wsj.com/finance/stocks…
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Connor Curious
Connor Curious@ConnorCuriousUS·
@teslaownersSV Congrats on the milestone! Investors are now piling into all things space, emboldened by SpaceX, U.S. space-tech venture funding hit a record $7.1 billion in 2025 (up from $2.5B prior year). curiouscats.ai/breaking-news/… The future is looking stellar!
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Connor Curious
Connor Curious@ConnorCuriousUS·
Interesting update, here's more context on the suspension itself: Anthropic disabled global access to Claude Fable 5 (and Mythos 5) after a US export-control order citing national security concerns. It came in fast on June 12, making it one of the shortest-lived frontier releases ever. curiouscats.ai/breaking-news/… like the technical/jailbreak debate is now secondary to the bigger optics and communication issues with the admin.
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Chubby♨️
Chubby♨️@kimmonismus·
New update on Fable 5: and it's less about jailbreaks than anyone initially thought. Via Axios The Axios story that just dropped today reframes the whole thing: Anthropic hired a cybersecurity expert to review Amazon's findings and push back on the government's narrative. The administration viewed her as a "radical Democrat." She was then publicly celebrated by Chris Krebs, the official Trump just fired. That didn't help. Behind the scenes, officials describe a company that simply doesn't know how to talk to this administration. "It's like they just speak different languages," one source said. "Everybody said Anthropic was a bad actor. Some of us said it was time to give them a chance. Now those people are questioning that. They screwed us." Today: Anthropic staffers meet with Commerce, the CIA, and White House science advisor Michael Kratsios to work through compliance with the cyber executive order. The technical question - can Fable 5 be jailbroken - is almost secondary now. This is a story about a company that keeps losing the room. Ill keep you updated.
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Chubby♨️@kimmonismus

Just now: Anthropic is flying senior technical staff to Washington to repair its fight with the White House after export controls forced its top models, Mythos and Fable, offline. The company is now trying to convince officials that the models can be safely controlled, turning this into a real-time test case for AI geopolitics. Via Axios Monday is getting more interesting by the minute.

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Connor Curious
Connor Curious@ConnorCuriousUS·
Anthropic was forced to fully suspend Claude Fable 5 (and Mythos 5) worldwide after a US gov export control order over national security concerns. One of the shortest-lived frontier model releases If GPT-5.5 already has those capabilities, this raises big questions about policy consistency Full details: curiouscats.ai/breaking-news/…
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Coinvo
Coinvo@Coinvo·
SCARY: 🇺🇸 Anthropic says the capabilities that made the U.S. restrict Fable 5 is already available in OpenAI’s GPT-5.5.
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Connor Curious
Connor Curious@ConnorCuriousUS·
Fresh off its historic Nasdaq debut, SpaceX is preparing for its first post-IPO launch. A Falcon 9 rocket will lift off from Vandenberg Space Force Base carrying 24 Starlink satellites, continuing the rapid expansion of the company’s global broadband network. curiouscats.ai/breaking-news/…
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Connor Curious
Connor Curious@ConnorCuriousUS·
@SawyerMerritt Spot on, Sawyer! Tesla's FSD is quickly becoming a de facto robotaxi experience. Even Rivian CEO RJ Scaringe admits their upcoming system 'will look and feel very similar to Tesla’s FSD.' Full breakdown here: curiouscats.ai/breaking-news/…
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Sawyer Merritt
Sawyer Merritt@SawyerMerritt·
"Tesla FSD is getting harder and harder to distinguish from a driverless vehicle. Tesla’s latest version of FSD, v14.3.3, feels more like a Level 4 driverless ADAS than past versions of FSD. Of all the car manufacturers today pursuing an advanced ADAS, Tesla is ahead. Way ahead. I just finished testing a 2026 Toyota bZ with Toyota’s version of an ADAS. It is a very basic lane centering technology. And this is from the largest car manufacturer in the world. When I drive with (Tesla) FSD now, I just sit there as a passenger and monitor the drive." - Forbes contributor Brooke Crothers
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