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In today's issue
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01 · Business
Anthropic taps SpaceX's 220,000-GPU Colossus to lift Claude Code limitsAnthropic has struck a deal with SpaceX to take the entire compute capacity of its Memphis, Tennessee data center, unlocking more than 300 megawatts of new capacity and 220,000 NVIDIA GPUs to feed Claude Code. CEO Dario Amodei announced the agreement on stage at the Code with Claude 2026 conference in San Francisco on Wednesday, framing it as the reason Anthropic could finally raise usage limits that had been throttling its most demanding subscribers.
The details:
Why it matters: The two companies also said Anthropic "expressed interest" in working with SpaceX on multiple gigawatts of orbital compute capacity. Anthropic's stated rationale is that the "compute required to train and operate the next generation of these systems is outpacing what terrestrial power, land, and cooling can deliver on the timelines that matter." Orbital data centers remain unproven, but the language signals where Ant… |
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02 · Business
Moonshot AI raises $2B at $20B valuation as Kimi climbs OpenRouter chartsMoonshot AI has raised about $2 billion at a $20 billion valuation, in a round led by Chinese food-delivery company Meituan's venture arm Long-Z Investment. The Beijing-based lab, which builds the open-weight Kimi family of large language models, has now pulled in $3.9 billion over the past six months, according to a post by financial advisor Huafeng Capital. Moonshot's annual recurring revenue topped $200 million in April.
The details:
Why it matters: What this round confirms is that the open-weight thesis has a durable bid. Moonshot has gone from $4.3 billion to $20 billion in five months while shipping models that developers actually pick up on OpenRouter, and Meituan's venture arm is willing to anchor a $2 billion check on that trajectory. |
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03 · Tools
Google launches $100 screenless Fitbit Air and Gemini-powered Health appGoogle unveiled the Fitbit Air today, a $99.99 screenless tracker that ships May 26, 2026, alongside a rebranded Google Health app and an AI Health Coach built on Gemini. It is Fitbit's first new hardware in nearly four years and the clearest signal yet that Google intends to absorb the brand it bought for $2.1 billion in 2021 into a single, AI-fronted health platform.
The details:
Why it matters: The harder problem is the AI itself. Health-grade chatbots have a track record of hallucinated advice and generic summaries dressed up as personalization, and Google is asking users to pipe heart rate, sleep, and meal data into a cloud model. |
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04 · Business
Musk tried to recruit Altman to a secret Tesla AI lab, court evidence showsElon Musk tried to recruit Sam Altman to run a stealth AI lab inside Tesla and offered him a Tesla board seat in the months before Musk left OpenAI's board in February 2018, according to emails and testimony presented in federal court on Wednesday during the Musk v. Altman trial. The evidence surfaced during the cross-examination of Shivon Zilis, a former OpenAI adviser and board member who is also the mother of four of Musk's children through IVF.
The details:
Why it matters: The strongest counterweight is the trial's awkward fact pattern for Musk. He is asking a jury to accept that he was defending OpenAI's nonprofit mission while his own lieutenants were drafting plans to bury that mission inside Tesla. |
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05 · Tools
Spotify's AI DJ adds French, German, Italian and Brazilian PortugueseSpotify's AI DJ now speaks French, German, Italian and Brazilian Portuguese, the company said on Thursday, taking the interactive feature from two languages to six and pushing its footprint past 75 countries. The expansion lands the AI DJ in eight new markets — Austria, Brazil, France, Germany, Italy, Portugal, South Korea and Switzerland — and ships with four new on-air personalities named Maia, Ben, Alex and Dani.
The details:
Why it matters: For Spotify, the strategic value of AI DJ is less about retention math and more about owning the conversational surface inside its own app before a third-party assistant — Siri, Gemini, ChatGPT — becomes the default way users tell their phone what to play. Adding four languages and eight countries in a single release is the company moving quickly to plant that flag while it still controls the front door. |
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