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Welcome, AI enthusiasts
The biggest IPO in history went live today, and the company behind it still calls itself a rocket maker. Strip away the launches and what investors just poured $250 billion into is a bet that the future of AI runs in space, not on Earth. Musk wants to put the data centers in orbit, and today the market decided that idea is worth $1.75 trillion. Let's dive in!
In today’s insights:
Musk's $1.75T AI Bet Goes Live
OpenAI Gives Codex Users a Free Reset
Coinbase just handed AI your Wallet
Read time: 4 minutes
LATEST DEVELOPMENTS
SPACEX IPO
🛰️ Musk's $1.75T AI Bet Goes Live
Evolving AI: SpaceX priced the biggest IPO ever, and what you're really buying is AI.
Key Points:
Priced at $135 a share, near a $1.75 trillion value.
Demand reached $250 billion, three to four times oversubscribed.
Grok and orbital AI compute now drive the valuation.
Details:
SpaceX priced its IPO at $135 a share, near $1.75 trillion valuation, and opens today on Nasdaq as SPCX. Reuters reported demand crossed $250 billion. But look past the rocket headlines and you're mostly buying AI. SpaceX took over xAI in February, so it now runs Grok, sells $1.25 billion a month in compute to Anthropic, and just revealed AI1, a solar satellite designed to run a data center in orbit.
Why It Matters:
Musk keeps calling this a rocket company, but one look at AI1 and you can tell that's not the whole story. He designed that satellite because the AI tools you already use are starting to run into real limits. Data centers on the ground can only pull so much power and shed so much heat, and that limit is a big reason your usage gets capped and the best models sit behind a paywall. Up in orbit the sun never sets and the cooling is free, so Musk is betting he can run AI cheaper than anyone stuck on Earth. Get that right and the AI in your day costs less and reaches more people. Strange thing to find inside the biggest IPO ever.
TOGETHER WITH DATADOG
🔐 AI Security Best Practices
Evolving AI: Your Guide to Building Secure AI Applications.
As AI adoption accelerates, new attack surfaces are emerging across infrastructure, supply chains, and model interfaces. Datadog’s AI Security Best Practices Guide breaks down how to secure:
The underlying components that host and run AI applications
The software and data that an AI application uses to operate
The entry points and business logic that enable a user to interact with an AI application
This guide provides actionable strategies to help teams strengthen AI security without slowing innovation.
OPENAI CODEX
🔋 OpenAI Gives Codex Users a Free Reset
Evolving AI: OpenAI now lets you save a Codex rate limit reset and use it on demand.
Key Points:
Codex users can now bank a rate limit reset instead of waiting for the usual refill.
Go, Plus, Pro, and Business users each start with one free reset.
Save it and spend it whenever a coding session needs the room.
Details:
Codex is OpenAI's AI coding agent and the move answers user requests to spend resets on their own schedule. The friction traces back to April when OpenAI switched Codex from per message pricing to token based billing tied to API usage. Many developers found their allowance ran out faster and a heavy session could stall until the next usage window opened. Open Codex, claim your free reset, and hold it for when the work runs hot.
Why It Matters:
No more sitting on your hands when Codex cuts you off mid build. You decide when the meter resets now, not the clock. That sounds small, but how an AI coding agent hands out its compute is fast becoming the reason developers pick one tool over another, and OpenAI just made its ceiling feel a lot less like a wall.
The browser that reads the room before you ask.
Most browsers get you to the page. Norton Neo gets you to the answer. Magic Box understands your intent before you finish typing — no prompting, no switching apps, no copy-pasting. Built-in AI, instantly and for free. Privacy handled by Norton, by default.
COINBASE
🤖Coinbase just handed AI your Wallet
Evolving AI: You can now hand your AI assistant a Coinbase account and let it trade for you.
Key Points:
Coinbase for Agents lets ChatGPT or Claude trade crypto straight from your account.
You set spending caps and trading limits, or sandbox it away from your main funds.
Connect an agent today, with x402 payments for data and tools landing next week.
Details:
Coinbase for Agents went live yesterday, and now you connect an agent like Claude or ChatGPT, set your limits, then tell it what to do. It can rebalance toward a 60% Bitcoin target, buy the dips with limit orders or watch idle cash around the clock. Worried about access, you can point it at a sandbox instead of your main account. It runs on MCP and works with Claude Code, with stocks and prediction markets coming next..
Why It Matters:
Coinbase wants this to be the only account an agent ever needs, and that's the real shift. Your assistant moves from suggesting trades to placing them, with your money under limits you set. Robinhood made a similar move days ago and agent traffic already passed humans online. The part that sneaks up on you is leaving it running while you sleep.
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QUICK HITS
🏭 SAP-Microsoft Tighten Sovereign AI Cloud Across Europe and Japan.
🤝 ServiceNow Adds IBM Tooling to Power AI Across 85B Annual Workflows.
🤝 IBM-Google Cloud Deal Targets Multi-Billion-Dollar AI Services Opportunity.
🤝 Anthropic Lands India's Largest IT Services Firm as Premier Partner.
📈 Trending AI Tools
🎞️ Guideless - AI tool that automatically turns your clicks and workflows into step-by-step video guides*.
✍️ Clico - AI writing assistant for every browser text box.
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*partner link