xAI
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SpaceX Closes the Largest IPO in History: An Economic Look at What the Company Does, How It Got Here, and Whether USD 1.77 Trillion Is Justified
SpaceX raised USD 75 billion at a USD 1.77 trillion valuation in the largest IPO ever recorded. An economic look at the company’s three business segments, its meteoric rise, current revenues and losses, and a neutral assessment of the bull and bear cases for a 94 times revenue multiple. Continue reading
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The Great Unbundling: Every Major AI Company Is Now Building Its Own Chips
With Anthropic now exploring custom silicon, every major AI company is building or planning its own chips. The question is no longer whether Nvidia’s monopoly will erode, but how fast and what it means for the $200 billion AI chip market. On April 9, 2026, Reuters reported that Anthropic, the creator of Claude and one… Continue reading
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Are Apple and Samsung Repeating the Nokia Mistake?
A Research Analysis on the Strategic Vulnerabilities of Incumbent Smartphone Giants in the Age of Artificial Intelligence Section 1: A Familiar Pattern of Disruption The history of the mobile industry is defined by a series of “extinction events” where hardware dominance was rendered irrelevant by a fundamental shift in the primary interface. In 2007, Nokia… Continue reading