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BSD

@BuySideDesign

Brand, intelligence + strategy for funds, asset managers, fintech. We ❤️ charts and sketching. #Finance native #AI accelerated. By @RMBrenna. Notes, not advice.

 California, USA
buysidedesign.com
Joined May 2013
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Google Discloses $94.1 Billion in SpaceX Stock, Marking 6% Stake on.wsj.com/3TwIKXy
Google Discloses $94.1 Billion in SpaceX Stock, Marking 6% Stake

Google Discloses $94.1 Billion in SpaceX Stock, Marking 6% Stake

The company said its marketable equity securities include $80 billion in short-term restricted shares and $14.1 billion restricted through 2027.

wsj.com
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*ANTHROPIC IS SAID TO PLAN IPO INVESTOR MEETINGS IN COMING WEEKS
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Full send mode over there 👀 $AMZN
Cointelegraph (@Cointelegraph) profile pictureCointelegraph
@CointelegraphJul 2
🔥 NEW: Amazon will begin satellite internet service this year after launching 29 new satellites to rival Starlink.
Image from Cointelegraph (@Cointelegraph)
Image from Cointelegraph (@Cointelegraph)
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Scientists have created a synthetic cell that can eat, grow and reproduce. The lab-made cell, called SpudCell, could help researchers better understand the basic building blocks of life. nyti.ms/4y17BTb
Scientists Made a Cell With Most of the Hallmarks of Life. Here’s What to Know.

Scientists Made a Cell With Most of the Hallmarks of Life. Here’s What to Know.

From why it was created to whether it’s alive, here’s what to know about SpudCell, the latest advance in synthetic biology.

nytimes.com
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SpaceX has developed a prototype for a handset-like device designed to reshape how humans interact with artificial intelligence: WSJ The prototype features a sleek design that is slimmer than an iPhone; it was shown to some investors and other stakeholders ahead of the company’s IPO The prototype was designed to run on a proprietary operating system and integrate AI technology from SpaceX’s xAI. The device would use a Qualcomm Snapdragon chipset
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Today, we’re launching our home robot Isaac 1. Isaac 1 deliveries will begin this fall. Order yours below.
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BSD retweeted
Forbes (@Forbes) profile picture
Forbes
@ForbesJul 1
Palantir Billionaire Alex Karp Calls AI Industry ‘Effing Insane’ In Heated Interview go.forbes.com/P_e16o
Image from Forbes (@Forbes)
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The reason why both Google and Anthropic signed only 90 day contracts with SpaceX is because despite all the bluster, that is as much visibility into compute demand the hyperscalers have
Readers added context they thought people might want to know
Google and Anthropic signed multi-year compute agreements with SpaceX through 2029 that include 90-day termination notices after an initial period, not "only 90 day contracts." SpaceX requested the short-term structure for Anthropic's deal, contrary to the post's claim. sec.gov/Archives/edgar… sec.gov/Archives/edgar… x.com/elonmusk/statu…
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Wall Street is betting big on AI. But if every bank, hedge fund and adviser uses similar models, does anyone still have an edge? New research explores how AI could reshape investing. bloomberg.com/news/newslette…
AI, Forging New Risks, Isn’t a Market Wizard After All

AI, Forging New Risks, Isn’t a Market Wizard After All

More studies are trying to answer the question: what if everyone uses the same AI tool?

bloomberg.com
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Woke up early today to use Fable 5 but it’s not enabled yet 😫
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BSD retweeted
Hedgeye (@Hedgeye) profile picture
Hedgeye
@HedgeyeJul 1
BREAKING: Meta is spending close to $50,000/year per employee on AI tokens.
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Secondary markets incoming 👀
zerohedge (@zerohedge) profile picturezerohedge
@zerohedgeJul 1
*META IS BUILDING A CLOUD BUSINESS TO SELL EXCESS AI COMPUTE First SpaceX, now Meta selling something called "excess compute"
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The “Father of the Internet” is finally retiring techcrunch.com/2026/06/30/th…
The 'Father of the Internet' is finally retiring | TechCrunch

The 'Father of the Internet' is finally retiring | TechCrunch

Vinton Cerf, one of the creators of the protocols underlying the internet, will step down as Google's chief internet evangelist next week.

techcrunch.com
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Getting ready to build on Fable 🏋️‍♂️
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We’ve received notice that the Department of Commerce has lifted export controls on Claude Fable 5 and Mythos 5. We'll begin restoring access tomorrow, and will share an update soon. We’re grateful to our users for their patience, and to everyone who worked with us on redeploying the models.
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F.03 has arrived at BMW
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Inflation called. Can your portfolio answer? spr.ly/6019BDIDTJ
Blue line chart depicting the trailing 12-month brent crude oil spot price from July 2025 through June 2026.

ALT Blue line chart depicting the trailing 12-month brent crude oil spot price from July 2025 through June 2026.

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Claude Science just dropped! 👨‍🔬
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