🌌 SpaceX opens its books, OpenAI solves an 80-year math mystery, Anthropic profitable

Happy Thursday. 

Musk lost to OpenAI in court, so now he's selling compute to their biggest rival. 

Anthropic VP Tom Brown: "Appreciate Elon and the team helping us find good homes for the Claudes."

Enjoy today's news.

SpaceX opened its financials for the first time ahead of its June IPO, revealing: xAI burned $6.4B last year, Grok's "spicy mode" is a legal risk, and SpaceX holds 18,712 BTC ($1.29B).
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Anthropic says it's about to post its first profitable quarter: revenue doubling to ~$10.9B.
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… Part of how they're scaling: a $1.25B/month compute deal with Musk's xAI, expanding to GB200 capacity in Colossus 2 through 2029.
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Airbnb partnered with Instacart to let you have groceries waiting at your rental when you arrive, across 25+ US cities: hosts can even pre-stock before check-in.
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An OpenAI model disproved a geometry conjecture posed by Paul Erdős in 1946, one that mathematicians believed was essentially solved: Fields medalist Timothy Gowers says "you may want to make sure you are sitting down."
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Mercury (the startup bank that's been profitable for 4 years) raised $200M at a $5.2B valuation and is launching Mercury Command: banking by just telling it what you need.
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OpenAI offered every YC startup $2M in API credits for equity, covering hundreds of companies: Jason Calacanis warns "there's a non-zero chance OpenAI will study your startup, copy your idea, and put your app into their free offering."
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Alibaba unveiled a new AI chip as China pushes to build domestic alternatives to Nvidia.
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Intuit (TurboTax, QuickBooks, Mailchimp) is cutting 17% of its global workforce.
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A protein injection that could double a cat's lifespan to 30 years just entered clinical trials in Japan: one of the biggest longevity breakthroughs in years, and it started with pets.
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Shopify CEO Tobi Lütke on the company's AI transition, why Silicon Valley rewards conformity, and building for small businesses with urgency.
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Jeff Bezos at the Blue Origin Rocket Factory: taxes ("how about we start by having the nurse in Queens not pay taxes"), data centers in space, and why he's not worried about an AI bubble.
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As promised, tech and startups in a minute.

See you tomorrow.

P.S. The first version of Shazam (2002) didn't have an app. You dialed 2-5-8-0 on your phone (the four digits right in the middle of any keypad), held it up to a song, and waited for a text message back with the track name. The recognition algorithm was already real. It just took the iPhone to make the experience match.