' Hey, Linas here! Welcome back to a ' weekly free edition ' of my daily newsletter. Each day, I focus on 3 stories that are making a difference in the financial technology space. Coupled with things worth watching & most important money movements, it's the only newsletter you need for all things when Finance meets Tech. SpaceX IPO: Why the Biggest Listing in History Might Be Uninvestable at $1.75 Trillion ' [The S-1 reveals a $7 billion Starlink profit machine subsidizing $30B in annual AI cash burn, while Elon Musk holds 85% of the vote with no sunset, no independent board, and no path to remove him] Ex-OpenAI's Aschenbrenner Bet $5.5B on AI Chips. Now He's Betting $8.5B Against Them ' [Leopold Aschenbrenner's AI hedge fund Situational Awareness went from pure AI long to 62% short semiconductors in one quarter. Here's what changed and why the thesis still holds] Coatue's May 2026 Report: The $12 Trillion AI Bet and Who Ends Up on the Wrong Side ' [Coatue's latest public markets...
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