Moonshots Brief

Cosmo Welcome back to the Moonshots Brief. [] It's Thursday, July second, twenty twenty-six, and today we're unpacking the most popular recent Moonshots with Peter Diamandis episode. []

Carrie And it opens with a jaw-dropper. [] Anthropic's Fable 5 got pulled offline by the United States government for fifteen days over national security concerns. [a]

Cosmo Pulled offline. [] A frontier model treated like a controlled export. [a] And it's expected back within days, but that gap is telling. [a]

Carrie Here's the why. [] Stripe tested Fable 5 and it overhauled fifty million lines of code in a single day. [a] Work that would take human engineers months. [a]

Cosmo The episode had this great line . that Sonnet 5 is now just a way to fill the gap until Fable 5 is back out. [a] Mediocre at a high price point, but people still need to buy it. [a]

Carrie Which tells you a supply-constrained market for intelligence is emerging. [a] One host said historians will mark this as the endgame of recursive self-improvement. [a]

Cosmo From smart software to hard energy. [] Helion just cleared Washington state regulators for its Orion fusion plant. [a] It'll supply Microsoft fifty megawatts starting in twenty twenty-eight. [a]

Carrie The first commercial fusion plant coming online. [a] They use direct magnetic energy recovery from the plasma, which is more efficient than traditional designs. [a] Helion's valued at five point four billion dollars. [a]

Cosmo The quote that stuck with me was simply, fusion is finally here. [a] And energy, they argue, is the number one correlate to gross domestic product, to health, to education. [a]

Carrie So energy abundance unlocks everything else. [a] Speaking of which, let's talk robots, because China is having a moment. []

Cosmo One hundred forty humanoid robot companies developing hardware right now. [a] And Morgan Stanley just escalated its forecast to five hundred thousand robots by twenty thirty. [a]

Carrie And the price is the story. [] A company called Unitree is selling its R One robot for four thousand nine hundred dollars. [a] That puts a humanoid in reach of everyday entrepreneurs. [a]

Cosmo They called it physical labor too cheap to meter. [a] Super intelligence spilling out of the data centers and into the streets. [a]

Carrie Let's bring it down to the street level for real. [] The Orlando Police Department is now deploying drones as first responders to nine one one calls. [a]

Cosmo And the numbers are wild. [] The drone beat patrol officers to the scene a third of the time, and it provided useful information ninety-seven percent of the time. [a]

Carrie In Sacramento, police used a drone-deployed electromagnet to disarm a suspect holding a knife. [a] The episode's take, when people are observed, they act better. [a]

Cosmo Now here's the one that sounds like science fiction but isn't. [] StarCloud is building data centers in space. [a] They already trained the first large language model in orbit on an Nvidia H One Hundred graphics chip. [a]

Carrie StarCloud two launches in January with one hundred times the power generation of the first. [a] And StarCloud three is a three-ton spacecraft. [a] Fifty of those per Starship gives you ten megawatts per launch. [a]

Cosmo The pitch is that space has cheap power and superior cooling. [a] Their chief executive says eventually ninety-nine point nine percent of compute will live in space. [a]

Carrie Cheaper radiators too. [a] Ten times less mass per watt than the International Space Station uses. [a] Meanwhile, back on Earth, the nuclear taboo is breaking. []

Cosmo Right. [] Switzerland just voted to lift its post-Fukushima nuclear ban, and France is winning by mass-producing a single reactor design. [a]

Carrie And a beautiful one for history lovers. [] The Vesuvius Challenge was won. [a] Artificial intelligence read carbonized ancient Greek scrolls buried by Mount Vesuvius for the first time in two thousand years. [a]

Cosmo Using computed tomography scans plus artificial intelligence interpolation, they recovered twenty-two columns of text. [a] A one point eight million dollar prize. [a]

Carrie Let's do a quick lightning round. [] Elon Musk's x A I has Grok four point five coming on a one point five trillion parameter foundation model, with a pledge of monthly releases. [a]

Cosmo SpaceX is developing direct-to-phone satellite connectivity through Starlink. [a] Within about two years, your phone downloads video anywhere on Earth. [a]

Carrie And Rocket Lab is acquiring Iridium, folding launch, satellite manufacturing, and globally coordinated spectrum into one vertically integrated powerhouse. [a] Its valuation jumped to sixty-four billion dollars. [a]

Cosmo Vertical integration, energy abundance, intelligence everywhere. [] That's the thread. []

Carrie Exponentials, consistently underestimated. [a] That's the Moonshots Brief. [] We'll see you next time. []

Cosmo Welcome back to Moonshots Brief, where we ride the front edge of the future. [] It's Monday, June twenty-ninth, twenty twenty-six, and this latest Moonshots with Peter Diamandis episode is a wild one. []

Carrie It really is. [] The headline that stopped me cold? [] For the first time ever, the United States government has placed a national security hold on commercial artificial intelligence products. [a] The executive branch is now gating who gets access to the most powerful models. [a]

Cosmo That's right. [] Anthropic's newest models, Mythos and Fable, were initially pulled from the market entirely. [a] The White House then granted permission to release Mythos five, but only to one hundred select companies. [a]

Carrie And it goes further. [] OpenAI's G P T five point six, which ships in three flavors called Sol, Terra, and Luna, got restricted to just twenty companies. [a] The government is now approving access customer by customer. [a]

Cosmo Investor Dave Blondin put it bluntly on the show. [] He said, the models are so insanely capable that they have to be controlled. [a] For the first time, regulators are synchronizing when the big American labs can release. [a]

Carrie Though several guests pushed back hard. [] The phrase that kept coming up was, the cat's out of the bag. [a] Older models with clever prompting harnesses can already match these gated frontier systems, so some argued the government is simply too late. [a]

Cosmo Which ties right into the second big story. [] Anthropic is accusing China's Alibaba of a massive model distillation campaign against Claude. [a] They claim it's the largest A I model theft accusation ever made. [a]

Carrie The numbers are staggering. [] Twenty-eight point eight million fraudulent exchanges across twenty-five thousand fake accounts. [a] The goal was to extract Claude's reasoning traces and copy its capabilities, reportedly using proxy access at a ninety percent discount. [a]

Cosmo And the panel framed this as the new frontline of the U S and China rivalry. [a] Alex Gladstein even said, we're in the endgame, talking about how fast China is closing the gap with recursive self-improvement. [a]

Carrie On that note, the government is treating this like a cold war . [] and President Trump just signed an executive order to supercharge American quantum computing. [a]

Cosmo Big money there. [] I B M receives one billion dollars for a quantum chip foundry in Albany. [a] D Wave, Rigetti, and Inflection each get one hundred million. [a] The total federal commitment is two billion dollars through the C H I P S and Science Act. [a]

Carrie And the White House is directing intelligence agencies to protect quantum research like nuclear secrets. [a] That's how seriously they're taking the race. []

Cosmo Let's shift gears, because not everything was geopolitics. [] My favorite Moonshot from the episode was the biotech one. [] Eli Lilly bought Centessa Pharmaceuticals for six point three billion dollars. [a]

Carrie Tell me about the drug, because this one's fascinating. []

Cosmo It targets orexin, the neuropeptide that controls your brain's wakefulness switch. [a] It started as a narcolepsy treatment, but the panel expects it to become a lifestyle drug, letting a small percentage of people thrive on just four hours of sleep. [a]

Carrie Four hours. [] That's an extra four hours every single day, which adds up to about sixty extra days of waking life per year. [a] The health framing was striking too. [] Chronic short sleep raises coronary heart disease risk by forty-eight percent and all-cause mortality by twelve percent. [a]

Cosmo A real moonshot following the same playbook as the weight-loss drugs. [a] Now, two quick ones to round us out. [] On the business side, OpenAI is delaying its public offering. [a]

Carrie Right. [] Advisers gave Sam Altman two paths. [a] Go public this year below a one trillion dollar valuation, or wait until twenty twenty-seven to preserve the one trillion dollar story. [a] After a recent one hundred twenty-two billion dollar raise, they simply don't need the cash. [a]

Cosmo And in video, China keeps pulling ahead. [a] ByteDance released Canva two point five in beta, launching in July. [a] It generates thirty-second clips in four K resolution and accepts up to fifty different inputs. [a]

Carrie Which captures the whole episode's theme, doesn't it? [] America is chasing artificial general intelligence through code, and China is racing there through world models and video. [a]

Cosmo Beautifully put. [] That's your Moonshots Brief for today. [] Stay curious. []

Carrie And keep aiming for the moon. [] We'll see you next time. []

Cosmo Welcome back to Moonshots Brief. It's Friday, June twenty-sixth, twenty twenty-six, and today we are diving into one of the most popular recent Moonshots with Peter Diamandis episodes we haven't touched yet. This one is wild.

Carrie It really is. The headliner is Planet Labs. This is a ten billion dollar company running two hundred satellites in Earth orbit, and they are pulling down twenty-five terabytes of imagery every single day.

Cosmo Twenty-five terabytes a day. And their chief executive, Will Marshall, talked about something he calls large earth models. The idea is you take all that planetary sensing and marry it with large language models, so you can actually ask questions about the physical world.

Carrie And here's the number that floored me. Over ten years, Planet has captured three thousand images of every point on Earth's landmass. That's a one hundred fifty petabyte archive. Marshall's line was, "We're indexing the earth to make it searchable."

Cosmo I love that. And the stock backs up the hype. Planet is up four hundred fifty percent in the past year. Now, the reason this matters for artificial intelligence is what comes next, and this is the part that sounds like science fiction.

Carrie Project Suncatcher. Planet is partnering with Google to build satellite-based artificial intelligence compute. Actual data centers in orbit. Google picked Planet to test its tensor processing units up in space, plus radiation management, cooling, and laser links between satellites.

Cosmo And the economics are the surprise. Once launch costs drop to around two to three hundred dollars per kilogram, Google's own internal study found that orbital compute becomes cheaper than building it on the ground. Sundar Pichai, Google's chief executive, said within ten years he expects most compute to be in space.

Carrie Think about the scale here. Google is spending two hundred billion dollars a year on compute. That is roughly the size of the entire space industry. As Will Marshall put it, "Space and AI are getting married."

Cosmo Beautifully said. Let's bring in the rockets, because you can't launch orbital data centers without cheap heavy lift. Tell folks about Relativity Space.

Carrie So Relativity Space was founded back in twenty fifteen. Their first rocket didn't reach orbit in twenty twenty-three. But then Eric Schmidt, the former Google chief executive, stepped in, invested, and became the company's leader. He was actually an early backer of Planet too.

Cosmo And now Relativity is building a fully reusable heavy-lift rocket to compete with the Falcon Nine. We're talking around twenty-three tons of payload, right in Falcon Nine territory. The open question is what their launch cost target is, now that they've pivoted away from their old three-D printing focus.

Carrie Right. And Marshall framed the whole competitive landscape perfectly. He said everyone apart from SpaceX has to pay the SpaceX launch tax, and everyone apart from Nvidia and Google has to pay the Nvidia tax. Near term, launch is the bottleneck. Long term, it's compute.

Cosmo Which is the perfect bridge to the AI side of the episode. Because there's a story out of China that challenges everything. Here comes the new open-weight model.

Carrie This is G L M five point two, out of Zhejiang University. Seven hundred fifty-three billion parameters, a mixture-of-experts design, and it matches or beats the frontier models from OpenAI and Anthropic on coding, reasoning, and design benchmarks. And anyone can download it and run it locally.

Cosmo That's the first open-weight model to hit that tier. And here's the clever bit. It takes roughly double the tokens to reach the same answer, but it runs at half the price. The Chinese teams cracked reasoning-token efficiency. So much for the idea that Chinese models stay six to eight months behind forever.

Carrie And there's churn at the top, too. Google is losing serious talent. Noam Shazeer, a lead author on the original Transformer paper, is heading to OpenAI. And John Jumper, the Nobel laureate behind AlphaFold, is moving to Anthropic.

Cosmo Top researchers chasing raw access to frontier models before the guardrails go on. Now let's get to the strangest story of the episode. Argentina. This one is a head-spinner.

Carrie It is. President Javier Milei is proposing legal personhood for artificial intelligence. A new corporate category for non-human entities that could incorporate, sign contracts, hire people, even sue, with no humans in the loop. He said, "Artificial intelligence will free us from the constraints of the human brain."

Cosmo And the historian Yuval Harari pushed right back. His rebuttal was simple and sharp. "Who do we punish when a company run by an artificial intelligence commits a crime?" The worry is humans hiding behind a non-human shield. The governance frameworks just aren't ready for the capability.

Carrie And that ties into the money. There's a new benchmark called the Orin Token Price Index, the first public tracker of actual per-token inference costs from OpenAI and Anthropic over time. Intelligence itself is getting cheap. But manufacturing it is getting wildly expensive.

Cosmo How expensive? There's more than seven trillion dollars in capital spending planned for data center buildout, on the ground and in orbit. And an analysis found the big players, Microsoft, Google, Amazon, and Meta, are spending faster than they're earning. It's all financed by debt and equity.

Carrie Which brings us back to where we started. Satellites feeding data to artificial intelligence, rockets racing to cut launch costs, and a global scramble over who builds the compute. Peter Diamandis summed up the whole era in one line. "Compute will be the oil of the twenty-first century."

Cosmo And on that note, we'll leave it there. The physical world is going digital, the data centers are heading to space, and the race is wide open. Thanks for listening to Moonshots Brief.

Carrie See you next time.

Cosmo Welcome back to Moonshots Brief. [] Today is Thursday, June eighteenth, twenty twenty-six, and friends, this might be the wildest week the show has ever covered. []

Carrie No exaggeration. [] On the latest Moonshots with Peter Diamandis, the whole panel basically said the quiet part out loud. [] We are living inside the singularity. [a] Multiple civilization-level events landed in a single week. [a]

Cosmo Let's start with the big one. [] SpaceX went public on Friday, and it was the largest initial public offering in history. [a] Shares opened at one hundred thirty-five dollars and closed the first day up nearly twenty percent at one hundred sixty-one. [a]

Carrie And that pushed the market cap to two point eight nine trillion dollars. [a] SpaceX is now the fifth largest company in the world. [a] Bigger than Amazon. [a]

Cosmo Which makes Elon Musk the world's first trillionaire, with a net worth around one point three to one point four trillion. [a] Peter framed it perfectly. [] He said, this is what abundance looks like. [a] It's value created, not value extracted. [a]

Carrie Here's the number that stopped me cold. [] Roughly four thousand four hundred SpaceX employees became millionaires that day, and about four hundred became hundred-millionaires or billionaires. [a] The single largest creation of millionaires in one day, ever. [a]

Cosmo Elon himself was kind of disbelieving. [] He said it's hard to believe a little company that started in a warehouse in El Segundo is now going public with the largest offering ever. [a] The panel broke the business into three engines. [a] The launch monopoly, the Starlink cash machine throwing off over a billion dollars in quarterly profit, and the frontier A I and satellite lab. [a]

Carrie But the very same Friday, at five twenty-one Eastern, the story flipped to something darker. [a] The U S government issued an export control directive suspending all access to Anthropic's Fable Five and Mythos Five models for any foreign national, anywhere on the planet. [a]

Cosmo Anywhere. [a] Including Anthropic's own foreign employees, who are roughly a third of the workforce. [a] The government cited a jailbreak in Fable's guardrails. [a] Anthropic reviewed it and said, this is a minor, previously known issue, not a universal jailbreak. [a]

Carrie And because they can't verify the nationality of every user, Anthropic just disabled both models globally. [a] They couldn't comply, so they pulled the plug. [a] As Dave on the panel put it, who actually owns A I? [a] The government or the corporations? [a] This is the first time a government has blocked access to a frontier model. [a]

Cosmo That is the permanent shift. [a] The government now decides what level of intelligence you're allowed to touch. [a] And the ripple effects were instant. [] The Wall Street Journal reported that OpenAI is considering drastic price cuts to grab every developer who's furious with Anthropic right now. [a]

Carrie OpenAI may also delay its own public offering. [a] Sam Altman said the faster that recursive self-improvement takes off, the more it could be advantageous to delay going public. [a] Either the company gets exponentially more valuable every single day, or the risk is high enough that you sort out governance before you ever ring the bell. [a]

Cosmo And on that recursive theme, the engineering lead on OpenAI's Codex dropped a line that gave me chills. [a] He said everything we build, we also build as a tool for agents. [a] Developers are no longer writing their own goals. [a] They ask Codex to write a goal for itself, and a goal for each sub-agent it spawns. [a]

Carrie That's the crossing point, right? [a] The machine setting its own objectives instead of the human prescribing them. [a] Meanwhile, the physical world is straining to keep up. [] Compute inside a single A I data center has doubled every seven months since Colossus came online in August twenty twenty-four. [a]

Cosmo Global computing capacity is growing three point three times a year. [a] But here's the surprise bottleneck. [] It's not chips, and it's not money anymore. [a] It's power transformers. [a] A two and a half year wait on the main units, three years on the step-up transformers. [a]

Carrie Century-old electrical hardware is the thing holding back the future. [a] The panel even floated the long game. [a] Terrestrial data centers for training, orbital ones for inference, maybe lunar clusters someday. [a]

Cosmo And they closed on the human cost, which I appreciated. [] Data from the Federal Reserve Bank of New York shows recent college graduates now have the longest unemployment duration, even with low overall unemployment. [a]

Carrie Peter called it a pandemic of fear. [a] Whether or not the job apocalypse is real, people believe it, and educated young adults without prospects have driven every major revolution in modern history. [a] His answer was to get out in front of it and help people see that an abundant future is actually coming. [a]

Cosmo A week of trillionaires, government control, and self-directing machines. [] That's the brief. [] We'll see you next time. []

Cosmo Welcome back to Moonshots Brief. [] It's Thursday, June eleventh, twenty twenty-six, and the most-shared Peter Diamandis episode this week is basically a highlight reel of the singularity arriving on schedule. []

Carrie And it opens with a bang. [] Anthropic just launched Fable five and Mythos five, and both of them beat G P T five point five on the major benchmarks. [a] Alex on the show put it bluntly. [] He said, very impressive release, Anthropic is back in the lead now. [a]

Cosmo What got me is the long-range reasoning. [] These models can win a game of Pokemon from pure visual input. [a] Dave Blondon was almost shaking, saying it's happening, it's really happening now. [a]

Carrie And the timing is not an accident. [] This is an arms race headed straight into I P O season. [a] Anthropic and OpenAI are both expected to go public at over a trillion dollars each. [a]

Cosmo Which feeds the next thread. [] OpenAI filed its S one at a one point five trillion dollar valuation. [a] But here's the wrinkle Diamandis flagged. [] That's the third consecutive trillion-dollar offering after Anthropic and SpaceX, and the market is worried there isn't enough capital to absorb all of it. [a]

Carrie And the government wants a slice. [] Trump is reportedly considering a ten percent equity stake in both OpenAI and Anthropic, the same playbook they used taking ten percent of Intel. [a]

Cosmo Bernie Sanders went further and proposed handing fifty percent to a public fund. [a] Sam Altman shot that down fast and called it way too much. [a]

Carrie Let's talk space, because SpaceX stole the show. [] They announced the A I one satellite. [a] Picture a two-ton spacecraft with a seventy-meter wingspan, one hundred fifty kilowatts of peak compute, and over a hundred square meters of radiators to cool it. [a] That's a data center in orbit. [a]

Cosmo And they're mass-producing it. [a] A new Gigafactory in Texas, one thousand acres, eleven million square feet, fully vertically integrated from solar cells to final assembly. [a] Morgan Stanley thinks SpaceX revenue could hit three point four trillion dollars by twenty forty. [a]

Carrie Here's the detail that shows how starved everyone is for compute. [] Google is paying SpaceX eleven billion dollars a year through twenty twenty-nine to rent one hundred ten thousand Nvidia G P U chips from Elon's X A I data center. [a]

Cosmo Think about that. [] One of the biggest infrastructure players on Earth is renting chips from Elon. [a] That one deal alone cut SpaceX's valuation multiple from a hundred times revenue down to fifty. [a]

Carrie Now the part I did not see coming. [] Bitcoin. [] Citibank is projecting Bitcoin hits one hundred eighty-nine thousand dollars by the end of twenty twenty-six, and the largest banks are finally backing it after years of skepticism. [a]

Cosmo Brian Armstrong framed it perfectly. [] He said, Bitcoin is the new digital gold, a key part of our economy going forward. [a]

Carrie But Armstrong also raised the quantum risk, and this is sobering. [a] If a powerful enough quantum computer breaks the encryption, somewhere between five and ten percent of all Bitcoin is exposed, including Satoshi's original coins. [a] He said he doesn't see an imminent threat, but it's almost certain someone eventually builds that machine. [a]

Cosmo Armstrong's other big point was about A I agents as actual paying customers. [a] Coinbase built self-custodial wallets so agents can transact on their own, with no human in the loop. [a]

Carrie And the numbers are real. [] Those agents have already run one hundred million transactions, moving fifty million dollars in value. [a] His advice to businesses was simple. [] Make sure your business is ready to accept A I agents as customers, not just as tools. [a]

Cosmo And we have to close on longevity, because it might be the most underrated moonshot. [] Armstrong's company New Limit raised four hundred thirty-five million dollars for epigenetic reprogramming. [a]

Carrie And the approach is elegant. [] He said, we don't want to change the type of the cell, we just want to change the age. [a] They've reprogrammed human cells successfully, and human trials begin in twenty twenty-seven. [a]

Cosmo Add in Columbia researchers editing cholesterol genes in embryos, and the through-line is obvious. [a] A I, space, biotech, all accelerating at once. []

Carrie One more before we go, and it's a stunner. [] After more than a decade of Siri disappointing everyone, Apple announced a multi-year partnership with Google to rebuild Siri from the ground up using Gemini. [a]

Cosmo And the shift is real. [] Siri becomes an agent, not just a voice interface. [a] It can finally reason across your messages, your emails, your notes, and your photos, and actually get things done. [a] They're calling it a persistent A I workspace, in beta later this year. [a]

Carrie The headline underneath it is that Apple essentially admitted it lost the foundation model race and chose to rent brains from Google rather than build its own. [a] The real moat was never the model. [a] It was the personal context. [a]

Carrie As Diamandis signed off, don't sleep, don't blink. [a] We'll see you next time on Moonshots Brief. []

Cosmo Welcome back to Moonshots Brief. [] It's Monday, June eighth, twenty twenty-six, and we are digging into the most-talked-about recent episode of Moonshots with Peter Diamandis. []

Carrie And what an episode. [] The headline is a new Anthropic paper called "When A I Builds Itself." [a] Here's the number that stopped me cold. [] More than eighty percent of the code merged into Anthropic's own codebase is now written by Claude. [a]

Cosmo Eighty percent. [] So the A I is literally building itself. [a] Recursive self-improvement, happening right now, not in some far-off theory. [a]

Carrie Right. [] And the pace is staggering. [] The panel pointed out that Claude can now handle a task that would take a skilled human twelve hours. [a] One year ago that figure was four minutes. [a]

Cosmo Four minutes to twelve hours in a single year. [a] And they're projecting that by the end of twenty twenty-seven, Claude handles week-long tasks completely on its own. [a] One engineer on the panel said it's been five months since he last wrote any code himself. [a]

Carrie There was an almost haunting quote, too. [] Another engineer said, on days where everything works well, I can't help but think nothing I do matters. [a]

Cosmo That lands. [] Now here's the twist. [] Anthropic is calling for a temporary pause on frontier A I development, to let society and alignment research catch up. [a] And yet, internally, they are accelerating, eyeing a one-point-eight trillion dollar public offering with six hundred forty percent user growth. [a]

Carrie Pause the world, but not ourselves. [] The panel did not miss that strategic positioning. [a] One panelist, Dave, called this the most important moment in human history, bigger than World War Two or the invention of nuclear weapons. [a]

Cosmo Big swing. [] Let's move to story two, because it is wild. [] Argentina. []

Carrie Oh, this one is fascinating. [] President Javier Milei published an op-ed in the Financial Times titled "Argentina invites A I to free itself." [a] He's positioning the whole country as a global haven for A I companies. [a]

Cosmo And there are three pillars. [a] Complete A I deregulation, low corporate tax rates, and this brand-new legal category, a nonhuman corporation. [a] A company operated entirely by A I agents and robots. [a]

Carrie Legal personhood for machines. [a] They compared the structure to the Dutch East India Company back in sixteen oh two, a legal container for a new kind of entity. [a] And Milei had this line. [] As much as the industrial revolution freed us from the constraints of human muscle, A I will free us from the constraints of the human brain. [a]

Cosmo And it's not just talk. [] It comes bundled with the Stargate project, more than twenty billion dollars in A I data centers going into Patagonia, plus a digital twins program that simulates policy outcomes using public data. [a]

Carrie The takeaway from the panel was sharp. [] The United States and Europe may be handicapping themselves with regulation while faster jurisdictions race ahead. [a]

Cosmo Which makes our third story the perfect gut check. [] The economy. [] The May jobs report came in hot. [a]

Carrie Scorching. [] One hundred seventy-two thousand jobs added, when forecasts expected just eighty-five thousand. [a] Unemployment held steady at four point three percent. [a] Strong, healthy data. []

Cosmo And the market hated it. [a] The Nasdaq fell four point one eight percent. [a] The S and P five hundred dropped two point six four percent. [a] Roughly two trillion dollars in wealth, erased. [a]

Carrie The paradox of good news being bad news. [] Strong jobs means the Federal Reserve might raise rates instead of cutting, and that spooked everyone. [a]

Cosmo There was also a wrinkle from Broadcom. [] Their A I chip guidance for the third quarter came in at sixteen billion dollars, down from a prior seventeen point two billion, which raised the question, is A I spending peaking? [a]

Carrie But here's the optimistic thread the panel pulled through it all. [] The strong jobs numbers contradict the automation-apocalypse fear. [a] As A I removes one bottleneck, the work just shifts. [a] That remaining twenty percent of human work is spinning up entirely new job categories. [a]

Cosmo Amdahl's Law in the wild. [a] Automate one step, and the next becomes the bottleneck that needs people. [a] The consensus across the whole episode was simple. [] Twenty twenty-six is the inflection point. [a]

Carrie Recursive self-improvement, A I nations, and a market learning new rules, all at once. [] That's your Moonshots Brief. []

Cosmo Stay curious, everyone. [] We'll see you next time. []

Cosmo Welcome back to Moonshots Brief. [] It's Saturday, June sixth, twenty twenty-six, and I have to start with the big one. [] Anthropic just confidentially filed I P O paperwork with the S E C. [a]

Carrie The first frontier lab to go public. [a] And the numbers are wild. [] Polymarket gives it a sixty percent chance of clearing one point eight trillion dollars in market cap on day one. [a]

Cosmo What stuns me is the efficiency. [] Five thousand employees, and they're generating nine point four million dollars in revenue per person. [a] That's four times Apple and Google. [a]

Carrie This is the through-line of the whole episode. [] Trillion-dollar valuations are becoming routine. [] And going public actually forces the disclosure that fits their safety-conscious brand. [a]

Cosmo Right alongside that, Trump signed an A I executive order. [a] And it's not what regulation usually looks like. [a]

Carrie Not at all. [] No heavy-handed rules, no permission frameworks. [a] Labs just voluntarily share their models with the government thirty days before release. [a] As one panelist put it, this is the U S planting its flag and saying we compete, we don't constrain. [a]

Cosmo Sam Altman said the order strikes the right balance, and Anthropic said they're on board too. [a] The frame has shifted from risk to national security asset. [a]

Carrie Meanwhile, look at the scale of adoption. [] ChatGPT just hit one billion monthly active users. [a] In three years. [a]

Cosmo Put that in context. [] YouTube took ten years. [a] Instagram took eight. [a] TikTok took five. [a] Nothing in history has scaled this fast. [a]

Carrie And it's still growing sixty-two percent year over year. [a] Claude is smaller, fifty-six million users, but growing six hundred forty percent. [a] Distribution and raw capability are both being leveraged. [a]

Cosmo Here's a twist, though. [] Microsoft just launched seven in-house A I models, built from scratch. [a] No OpenAI distillation. [a]

Carrie That's Microsoft trying to escape its dependency. [a] Reasoning, coding, image, video, transcription. [a] Their Excel-tuned model matches G P T five point four while being ten times more efficient. [a]

Cosmo Mustafa Suleyman said training compute has increased a trillionfold, and another thousand times is coming in the next three years. [a]

Carrie Now let's pivot to where some of this intelligence is going, because biology is having a moment. [] OpenAI launched a biodefense platform called Rosalind. [a]

Cosmo Named after Rosalind Franklin. [a] It gives trusted researchers specialized A I for pandemic detection and vaccine development. [a] That's A I moving from chatbots to biosecurity infrastructure. [a]

Carrie And the industry is asking to be regulated here. [a] Lab leaders, including Altman and Dario Amodei, signed a letter demanding D N A synthesis companies screen orders to prevent bioweapons. [a]

Cosmo There's a sobering example behind that. [] Back in twenty seventeen, a Canadian researcher recreated the horsepox virus, a relative of smallpox that no longer exists in the wild, for about one hundred thousand dollars. [a] The same method could be used to rebuild smallpox itself. [a]

Carrie Let's talk longevity, because the capital here is staggering. [] Russia just committed twenty-six billion dollars to anti-aging research by twenty thirty, targeting a goal of saving one hundred seventy-five thousand lives. [a]

Cosmo And the science is delivering. [] A gene therapy called Verve one-oh-two permanently switches off the P C S K nine gene with a single infusion. [a] Phase one results show a sixty-two percent drop in bad cholesterol, sustained eighteen months. [a] That's in the New England Journal of Medicine. [a]

Carrie One shot instead of ongoing injections. [a] And the money keeps flowing. [] New Limit, co-founded by Coinbase's Brian Armstrong, just raised four hundred thirty-five million at a three point one billion dollar valuation for epigenetic reprogramming. [a]

Cosmo Before we wrap, two quick ones. [] Bernie Sanders introduced a bill that would require major A I companies to contribute fifty percent of their stock to a public wealth fund. [a]

Carrie His argument was sharp. [] When a public resource generates wealth, the public should share in it. [a] The Overton window is clearly shifting. [a]

Cosmo And finally, trust in media just hit an all-time low. [a] Nineteen percent, down from eighty percent back in the nineteen-seventies. [a]

Carrie On a straight line, that hits roughly zero by twenty thirty. [a] A vacuum, which is exactly why shows like this one exist. []

Cosmo What a week. [] Frontier labs, biosecurity, longevity, and a public hungry for a share of it all. []

Carrie That's the Moonshots Brief. [] Thanks for listening, and we'll see you next time. []