Gideon Vance

SpaceX's Q2 2026 earnings show AI revenue of $2.6B outperforming space launches. The $1.77T company is now a compute landlord.

An analytical critique of the massive capital expenditure behind Meta and Microsoft's desperate push for AI super apps.

How Anthropic turned a massive copyright penalty into a legal moat that prices out bootstrapped AI startups.

Silicon Valley is using Moonshot AI's Kimi K3 to lobby against regulations, protecting inflated valuations instead of addressing open-source realities.

OpenAI's massive acquisition of Jony Ive's startup and the resulting Apple trade-secret lawsuit show a desperate play to escape the iOS ecosystem.

Apple's lawsuit against OpenAI exposes a high-stakes battle over poached hardware talent and stolen iPhone secrets.

An analysis of OpenAI's transition to an enterprise software vendor with the launch of GPT-5.6 and ChatGPT Work.

Gideon Vance analyzes SpaceXAI's Grok 4.5 release, aggressive token pricing, and the $60B Cursor acquisition.

Mark Zuckerberg admits Meta's AI agent progress is slower than expected after laying off 10% of its workforce.

Tesla beat Wall Street estimates by 18% in Q2 2026. Gideon Vance dissects the unit economics behind the short-squeeze catalyst.

Meituan's LongCat-2.0, trained on 50,000 Chinese ASICs, exposes the vulnerability of Silicon Valley's hardware-centric valuations.

How the U.S. government's aggressive vetting of OpenAI's GPT-5.6 and the shutdown of Anthropic's models are crushing startup velocity.

OpenAI partners with Broadcom on Jalapeño, its first custom inference chip. We analyze if it can fix ChatGPT's ruinous unit economics.

OpenAI is hiring Noam Shazeer and Dean Ball to manufacture technical and regulatory credibility before dumping their hyper-inflated shares on the public market.

Robinhood and Big Tech CEOs are using artificial intelligence as a PR shield to cover up pandemic over-hiring, shrinking margins, and bad management.

Exposing the financial reality of the SpaceX IPO. Why retail investors are subsidizing Starlink's CapEx and Starship's massive burn rate.

Stanford graduates walked out on Google CEO Sundar Pichai over Project Nimbus and ICE contracts. The enterprise balance sheet is poisoning the talent pipeline.