🤝 Anthropic gets access to SpaceXAI’s 220K GPU data center

Anthropic and SpaceXAI announced a major infrastructure partnership giving Anthropic access to the full compute capacity of the Colossus 1 data center in Memphis.

The facility reportedly includes around 300 megawatts of compute power and about 220K GPUs, making it one of the largest AI infrastructure agreements so far. The financial terms were not disclosed.

After the deal, Anthropic doubled 5-hour limits for paid users, removed peak-hour reductions, and increased API limits for Opus including RPM, TPM, and quota caps.

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📱 OnlyFans widow takes control of company behind the platform

Yekaterina Chudnovsky, widow of OnlyFans owner Leonid Radvinsky, has taken control of the holding company behind the platform after his death.

UK filings show she now has authority over board appointments and the future direction of the business. The family stake is estimated at around $5.5B.

Radvinsky bought OnlyFans in 2018 and turned it into one of the most profitable creator platforms during the pandemic. In 2024, the company generated $7.2B with only 42 employees.

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🚫 GameStop CEO Ryan Cohen has been suspended as a customer of eBay.

He is currently pursuing an acquisition of eBay.

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This room is worth trillions of dollars.

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🖥 Tech Giants to Spend $1.1T on AI Infrastructure by 2026

Microsoft, Google, Amazon, and other hyperscalers plan to invest $1.123 trillion on AI infrastructure in 2025-2026.

This includes data centers and GPUs, adjusted to 2025 dollars. The figure dwarfs historic US megaprojects like the Manhattan Project ($36 billion), the Marshall Plan ($137 billion), and Apollo Program ($189 billion).

These companies are building the backbone for AI at an unprecedented scale. Their combined spending over two years is more than three times the cost of those three landmark projects combined.

The scale highlights how AI is driving massive capital allocation in tech infrastructure.

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The reason every startup has merch is because Apple perfected it from 1984-1987.

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🧱 LEGO has outperformed gold as a long-term collectible

Researchers analyzed more than 2,000 LEGO sets over 30 years and found retired sets delivered average annual returns of up to 11%.

One example is Café Corner, which sold for about $400 in 2007 and is now worth roughly $8,900 on the secondary market.

Most sets are discontinued after 1 to 2 years, turning them into collectibles. Some of the strongest performers come from Star Wars, Harry Potter, and Batman themes.

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💰 Trump administration’s Intel stake is up more than 420%

The US government bought a 10% stake in Intel in August 2025 for about $8.9B at $20.47 per share.

With Intel stock recently trading near $108, that position is now worth more than $46B, leaving an unrealized gain of over $40B.

President Trump said the investment alone has generated tens of billions of dollars for the United States in just a few months.

The government’s semiconductor bet is turning into one of the most profitable public investments in recent years.

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Tesla’s up 6,322% since this headline.

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🤖 OpenAI launches a $14B AI deployment machine with Wall Street

OpenAI has officially launched DeployCo, a joint venture backed by $4B from 19 investors including TPG, Advent, Bain Capital, Brookfield, Goldman Sachs, SoftBank, and Bain & Company.

The vehicle is valued at $14B and will acquire consulting and engineering firms to help private equity portfolio companies roll out ChatGPT and other OpenAI tools.

The structure reflects a simple reality: selling AI to enterprises still requires armies of engineers and consultants.

Investors are guaranteed a minimum 17.5% return, with upside capped.

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📱 OnlyFans sells 16% stake at a $3.15B valuation

OnlyFans has sold a 16% stake to Architect Capital for $535M, valuing the company at $3.15B.

The platform generated $1.4B in net revenue and $684M in pre-tax profit in 2024, with total gross revenue reaching $7.2B.

Founder Leonid Radvinsky died earlier this year, and his widow now controls the business.

One of the internet’s most profitable platforms has finally brought in outside investors.

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🤔 Most companies now pay for more than one AI provider

According to YipitData, fewer than 20% of businesses use just one paid AI provider.

The majority are paying for multiple models at the same time, combining tools from companies like OpenAI, Anthropic, and Google.

As AI becomes part of core workflows, companies are choosing the best model for each task instead of relying on a single vendor.

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🚀 Cowboy Space gets $275M to build data centers into rockets

Cowboy Space has secured $275 million to build space-based data centers. The company is valued at $2 billion and plans its first launch in 2028.

Its hardware is designed to fit directly inside a rocket’s second stage. Each unit is expected to weigh 20 to 25 tons and provide 1 megawatt of power for about 800 onboard GPUs.

The idea depends on heavy-lift rockets. Falcon 9 cannot carry that much, but Starship is being built for payloads at that scale.

Robinhood co-founder Baiju Bhatt is aiming at one market only.

Space is starting to look like another option for compute.

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⛔️ GameStop tries to buy eBay for $56B and gets rejected

eBay has rejected GameStop’s $56 billion takeover offer, calling it “neither credible nor attractive.” The bid was split between cash and stock and included a proposed $20 billion debt commitment from TD Bank.

GameStop CEO Ryan Cohen wants to combine eBay’s marketplace with GameStop’s 600 U.S. stores and lead the merged company himself. eBay’s board said the financing is too uncertain and the deal could hurt the company’s long-term growth.

The gap between the two businesses is large. eBay is worth roughly 4 times more than GameStop and already runs with a 31% EBITDA margin, compared with 10% at GameStop.

For now, the market is treating this as an ambitious letter, not a real deal.

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👑 15 CEOs Fly to China with Trump on Trade Talks

About 15 CEOs from major companies flew to China with Trump to discuss trade relations. The group includes Tim Cook, Elon Musk, Larry Fink, and Jensen Huang, who joined almost last minute.

They met with Xi Jinping to talk about lowering trade tensions and tariffs for more balanced relations. Huang’s presence is notable given recent export restrictions on chips that have strained ties.

The talks could affect China’s access to US hardware markets. Huang opposes chip import limits, highlighting how AI technology is now a geopolitical issue.

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⚡️ Nvidia tops $5.5T valuation

Nvidia hit a $5.5 trillion market cap, surpassing all countries' GDP except the US and China.

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Google has produced a large number of startup founders in absolute terms.

But when adjusted for every 10,000 former employees, DeepMind, OpenAI, and Palantir generate the highest number of founders who go on to build unicorns.

The strongest startup factories are not always the largest companies.

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📉 The market’s “40% concentration” warning is back

A Bank of America chart is making the rounds again. It shows the top 10 AI stocks now account for about 40% of the S&P 500, near the same concentration seen before past market bubbles.

Two things are worth noting.

First, a major correction is always possible. The current bull market has run for years, and many investors feel the cycle is mature. But markets can stay extended far longer than expected. The same argument was common before COVID, and the rally continued.

Second, concentration alone is a weak signal. Large companies control a much bigger share of the economy than they did decades ago. If business is more concentrated, stock indices will be more concentrated too.

That does not remove risk.

It does change what “normal” looks like.

✔️ @venture