SpaceX's debut week as a public company turned into a frenzy, and a parallel notes offering disclosed a $100.8 billion cash balance — an unusually fat war chest that resets expectations for the OpenAI and Anthropic IPOs lining up behind it.

Thompson reads Apple's first real price increases together with its decision to withhold Siri's AI features from the E.U. — arguing the two moves are the predictable downstream of Brussels' regulatory posture, not unrelated.

An engineer reconstructs, in hindsight, how the company that employed him seems to have been propped up by fraud the whole time — and sits with the uncomfortable question of how much of his work was ever real.