Frontier

4 stories

1. 
   September 14, 2026

   SpaceX's $2 trillion valuation runs ahead of its AI contracts

   Starlink gives SPCX a defensible business. The investment question is whether its profits and new AI revenue can finance everything Elon Musk wants to build.

2. 
   September 14, 2026

   NASA held the price on its moon lander. It lost the calendar.

   The contract SpaceX signed has grown 6% in cost and at least two years in schedule. The refuelling campaign behind it needs a tanker launch every six days.

3. 
   September 9, 2026

   OpenAI's next raise assumes a number nobody will say out loud

   The deck projects revenue that only works if inference keeps getting cheaper and usage never stalls. Both at once is the entire bet.

4. 
   September 9, 2026

   Anthropic is betting the enterprise won't blink at the invoice

   The pitch is reliability over price, and the price is going up. Procurement has not pushed back. Yet.