
In the Loop AI· Folge 177
ROUNDUP: Anthropic Pays Elon $45B, SpaceX Files $1.75T IPO, Claude Mythos Hacks Apple
Freitag, 22. Mai 2026 · 29 min
Kapitelklicken springt direkt hin
Shownotes
Three of the biggest deals in AI history all hit in the last 48 hours. SpaceX filed for a $1.75 trillion IPO, the biggest ever. Anthropic signed a deal to pay Elon $1.25 billion a month to train Claude on his GPUs, $45 billion total through 2029. And Anthropic is now projected to be profitable by next month, beating OpenAI to it.
We break down the S1 filing, the 30% retail float, the insider unlock structure, and why Antonio Gracias is about to become absurdly wealthy. Then we get into Cursor's $60 billion acquisition by SpaceX, why Michael Truell is about to be the youngest billionaire alive, and how Composer 2.5 (built on an open-source Kimi base) is beating Opus 4.7 and GPT 5.5 at a fraction of the cost.
Plus: Claude Mythos cracking Apple's M5 chip in five days for $35,000, China's GPU race, OpenAI's rumored IPO filing, and Karpathy joining Anthropic.
------
🌌 LIMITLESS HQ ⬇️
NEWSLETTER: limitlessft.substack.com
FOLLOW ON X: x.com/LimitlessFT
SPOTIFY: open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQ
APPLE: podcasts.apple.com/us/podcast/limitless-podcas…
RSS FEED: limitlessft.substack.com
------
TIMESTAMPS
SpaceX Partners With Anthropic
Anthropic's Shocking News
SpaceX IPO Filing Here!
The New Youngest Billionaire
Claude Mythos Hacked Apple
China Summit Failure?
OpenAI IPO FIling This Week??
Andrej Joins Anthropic
------
RESOURCES
Josh: x.com/JoshKale
Ejaaz: x.com/cryptopunk7213
------
Not financial or tax advice. See our investment disclosures here:
bankless.com/disclosures