Oh sure, SpaceX's credit risk is pretty high because it's about to borrow another $40 billion to spend on Nvidia chips, but who cares about that? SpaceX and Tesla have formed special committees to discuss a merger!

The degree to which you find this merger compelling likely has to do with the degree to which you believe Elon Musk about wanting to go to Mars, or "spread the light of consciousness," as he put it in this week's SpaceX earnings call (and earlier S-1). Now, a reasonably informed person knows that we don't have the technology - or, frankly, even the raw information to build the technology - in order to support human life in space. …

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CoreWeave had a bad week last week. Its bonds slipped into distressed territory by a common definition - when investors demand 1,000 basis points more in yield than they'd get from government bonds. Last Tuesday Chamath "SPAC King" Palihapitiya noticed the distressed debt, and also asked whether the AI buildout was a private credit bubble. Its shares are down more than 20 percent since Tuesday's close, which is kind of a lot! There even seemed to be some collateral damage in the market on other AI companies, too.

Now, I have also asked if the AI industry is a bubble, but when the SPAC King echoes concerns held by a lady whose ongoing questi …

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Though movies about disruptive tech founders are nothing new, 2026 has been unusually stacked with features that take a much more critical look at how Silicon Valley is reshaping our reality. Aaron Sorkin's The Social Reckoning frames Mark Zuckerberg as a robotic villain whose ambitions are destabilizing society. Nathan Fielder and Lance Oppenheim's You Can See Everything paints a damning picture of Theranos founder Elizabeth Holmes as she prepares for her ongoing stint in prison. After years of being widely celebrated as a visionary, you can see how the larger narrative around Elon Musk has shifted in projects like Alex Gibney's Musk docume …

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I'm just going to come right out and say it. I love the approach Apple has taken with the HomeView. I think it's the shared, always-available household interface that my family might finally use. Is Apple's first smart display my dream smart home dashboard? No. But is it the right product for Apple Home at this moment? Absolutely.

A lot of initial reactions to the $299 HomeView (which looks like a giant Apple Watch on a flatter metallic HomePod Mini) ask why you would want it when you can do most of what it offers on your iPhone or iPad. And yes, its features replicate many of the things you already do on the devices you use all the time. B …

Read the full story at The Verge.