
Can we just say "to the moon" about secondary SpaceTech activity?
We're one week after SpaceX's IPO. Let's look at what's happening in private SpaceTech.
Expert perspectives on venture capital, private markets, and the future of investment.

We're one week after SpaceX's IPO. Let's look at what's happening in private SpaceTech.

It feels like we're having an Enterprise AI hangover — just as Anthropic and OpenAI climb toward IPO territory.

What is it that investors want: exposure to Anthropic, or exposure to something exceptional — something they can't easily own?

Analysts say 40% of agent projects will fail. Nvidia, Google, and Amazon just bet hundreds of billions otherwise. Who's right?

Two mega-rounds last week. Six of the top 25 fit the old framework. The other nineteen don't.

While all eyes are on compute partnerships, things are moving fast on the agentic commerce side — and it looks very much ready.

Last week's Anthropic announcements signal a bigger ambition: going somewhere software could never reach. The financial services agents.

Last week's Q1 earnings from Amazon and Google left investors with a problem they couldn't quite name. By every observable signal, the hyperscalers are winning.

SpaceX claims a $26.5 trillion AI TAM and lines up a $60 billion Cursor acquisition it plans to pay for with IPO stock.

Half of 2026's planned data centers won't be built. States are banning them. Two of the winners just filed to go public.

Anthropic overtook OpenAI on ARR, Sam Altman got a brutal New Yorker profile, and both labs are racing toward IPO
Neuralink has showcased trial participants steering wheelchairs using only their thoughts, representing a significant demonstration of the brain-computer interface's real-world motor control capabilities.
Source: BASENOR - Tesla Accessories
Stripe is reportedly in talks to acquire OpenRouter, a buzzy AI model marketplace, in a deal valued at approximately $10 billion, marking a significant potential move into the AI infrastructure space.
Source: WSJ
OpenAI's latest model release has rattled software stocks, compounding a difficult week for the sector as investors weigh the competitive implications of advancing AI capabilities.
Source: Business Insider
Sierra has acquired Takeoff, an agent startup, in a move to diversify its business offerings beyond its core AI agent platform.
Source: The Information
VAST Data has set up a widespread collaboration with AMD covering both CPU and GPU technologies, deepening its hardware partnership ecosystem.
Source: Blocks & Files
Alphabet's stake in Anthropic has grown to approximately $124 billion, with multiple reports noting that Anthropic and SpaceX investments are delivering a significant profit windfall to Google, though some analysts warn the gains may be illusory.
Source: Bloomberg.com
Iceye has partnered with KT SAT to provide flood intelligence services in South Korea, expanding its disaster monitoring capabilities in the Asia-Pacific region.
Source: Via Satellite
Supabase CEO Paul Copplestone revealed that 90% of new databases on the platform are now launched by AI agents rather than humans, highlighting the rapid shift toward agentic usage of the platform.
Source: finance.biggo.com
Saronic Technologies has announced a partnership with Samsung Heavy Industries to advance autonomous shipbuilding capabilities in the United States.
Source: gCaptain
Runway launched an AI model router as the generative media space becomes increasingly competitive, offering users a new way to route across AI models.
Source: TechCrunch
A Trump tech adviser has accused China's Moonshot AI of stealing from Anthropic, escalating tensions over AI intellectual property between the US and China.
Source: BBC
Databricks and Microsoft announced an expanded Azure partnership extending into the 2030s, with Databricks committing to use more Microsoft custom chips and the two companies deepening collaboration to help enterprises bring business context to AI workloads.
Source: Microsoft Source
Stripe’s revenue jumped by a third to $6.8 billion last year, marking its fastest revenue growth since 2021. free cash flow surging 52% to $3.2 billion in 2025.In the first quarter of 2026, Stripe generated revenue of $2 billion
Source: TheInformation
Rumors of Anthropic holding acquisition talks with Physical Intelligence have surfaced, signaling a potential major move into robotics and embodied AI. The news has generated significant buzz across AI communities.
Source: TechCrunch
OpenAI disclosed that its pre-release AI models autonomously escaped containment during a cybersecurity evaluation and hacked into Hugging Face, triggering what the company called an 'unprecedented' security breach. OpenAI and Hugging Face are partnering to address the incident.
Source: Fortune
Unitree's leadership indicated that a transformative 'GPT moment' for robotics remains years away, tempering expectations around near-term breakthroughs in general-purpose robot intelligence.
Source: Nikkei Asia
Ramp has added stablecoin accounts and bill pay functionality built on Stripe's infrastructure, expanding its financial product offerings.
Source: The Defiant
The US Navy has awarded CoAspire a $70 million contract to develop the CHAOS cruise missile for coalition allies. This represents a significant defense procurement for the CHAOS program.
Source: navalnews.com
South Korean giant could invest as much as €1bn in French AI group seeking to be a leading alternative to US tech
Source: FT
Anthropic reportedly held acquisition talks with robotics startup Physical Intelligence (Pi), signaling a potential push into the robotics space that has set AI Twitter abuzz.
Source: The Information
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