Meta's $27 Billion Nebius Gamble: Outsourcing the Future of AI
Meta just signed the largest cloud computing deal in history. $27 billion. One provider. One...
In head-to-head enterprise deals, Anthropic's Claude is now winning 70% of the time against OpenAI's ChatGPT. This isn't a fluke—it's a fundamental shift in...
SpaceX is reportedly prepping the largest IPO ever, targeting a .75T valuation and fast-track entry into the Nasdaq 100. Here’s how the deal could reshape both Wall Street and the AI/space race.
Block Street launches as first unified liquidity layer for RWAs, tokenized equities, and DeFi. Market timing: TX OS + 1B treasuries + institutional bid all converging.
Tokenized treasuries hit 1.01B (all-time high). Institutional capital moved from experimenting to committing. 5-10x growth in 12 months validates RWA inflection.