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Anthropic Releases Claude Fable 5 – A Mythos Class Model

Anthropoic released Claude Fable 5 – A Mythos Class Model. It is a step up in many ways. It seens to be stepping up innovative science improvement. It still feels like very solid incremental improvements but not breaking away yet. But feeling like we are getting closer. It is expensive to run it. Introducing Claude ... Read more
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Morningstar Analyst Mostly Ignores SpaceX Biggest Current and Future Businesses

Morningstar ignores SpaceX largest current business and vastly underestimates all of its future businesses. They come up with a valuation only half of the IPO and even achieving AI data centers in space is not worth the full IPO valuation. They value an AI data center in space scenario as only worth $1.3 trillion. The ... Read more

Will the US Golden Dome Be Golden for $5-20B Per Year for SpaceX ?

%he Trump administration has most pegged the near term price tag for Golden Dome’s objective architecture at approximately $185 billion. 60% of this will be in space for about 1200 satellites and then scaling to 7500 interceptors and then replacements every five years. Last year, President Trump put forward a $175 billion figure, which he ... Read more