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American Cancer Society data reveals a growing health crisis with cancer in young people becoming more prevalent, especially in individuals under 50. This alarming trend could be curtailed by three new breakthroughs may change what treatment looks like entirely. We break it down in our special series: One Good Thing.CHAPTERS00:00 Cancer rates rising in people under 5001:20 GLP-1 drugs and cancer progression03:38 Tumor-eradicating injection trial results05:00 The invisibility cloak smart drug explained06:03 Why these breakthroughs matter07:24 Wrap up and resourcesIF YOU LIKED THIS, WATCH:→ Ozempic Just Got Cheap Enough to Change the Entire World:https://youtu.be/1n08OaP7KOUSOURCES & FURTHER READINGCancer Trends and Rising Rates* Cancer Deaths Fall but Diagnoses Rise in Women Under 65 Key 2025 Data Explained: https://pressroom.cancer.org/2025CancerFactsandFigures* Why Cancer Is Increasing in Young Adults Major Risk Factors and Theories: https://www.mskcc.org/news/why-is-cancer-rising-among-young-adults* Global Cancer Rates in Younger Populations What the Latest BMJ Oncology Study Reveals: https://bmjoncology.bmj.com/content/2/1/e000049#DC1Emerging Causes and Risk Factors* New Research Identifies Potential Drivers Behind Early Onset Cancer Surge: https://www.sciencedaily.com/releases/2026/01/260124003811.htmBreakthrough Cancer Treatments and Therapies* Experimental Cancer Vaccine Shows Ability to Eliminate Tumors in Clinical Trial: https://www.theguardian.com/science/2026/may/30/cancer-jab-can-eradicate-entire-tumours-in-patients-trial-shows* Smart Cancer Drug Uses Cell Cloaking Mechanism to Shrink Tumors in Early Trials: https://www.theguardian.com/society/2026/jun/01/cancer-smart-drug-cells-invisibility-cloak-shrink-tumours-trialWeight Loss Drugs and Cancer Impact* Popular Weight Loss Medications Linked to Potential Cancer Slowing Effects: https://www.wsj.com/health/pharma/popular-weight-loss-drugs-may-have-surprising-side-effect-stalling-cancer-dec90596?mod=hp_lead_pos3

Morningstar just cut SpaceX's valuation nearly in half. SpaceX & Elon Musk are undaunted, forcing a fixed price for shares instead of acknowledging real investor demand, or the lack thereof. Because the real secret is that index investors are already strapped in for a very bumpy ride on a corporate conglomerate with no oversight and precious little revenue. We break down what's really happening with SpaceX, and what it might mean for public markets.CHAPTERS00:00 SpaceX IPO overview and Morningstar's valuation cut01:17 Target raise, share price, and retail allocation03:33 Banker fees and Morningstar's buy timing warning04:23 Revenue breakdown: Starlink, rockets, and xAI losses05:07 How index funds may force SpaceX onto passive investors07:10 IPO market capacity and Scott Galloway on the chump train09:25 Dual-class voting and Musk's perpetual control10:40 No independent board mandate11:11 The three business units analyzed13:28 The weirder S-1 details: Mars bonus, Bitcoin, Cybertrucks, orbital data centers16:09 Starlink satellite lifespan and depreciation risk17:10 The quiet period Musk is ignoring and the Anthropic compute dealdIF YOU LIKED THIS, WATCH:→ Anthropic Kicks Off IPO Process: https://youtu.be/bz5fsLTSUiU → Ferrari Fail, EV Win: https://youtu.be/6sw-5mSt-Oo → SpaceX Highjacks Your 401K: https://youtu.be/Cu2uxh6noc8 SOURCES & FURTHER READINGS 1 Filing Financials and Key Takeaways* Full SpaceX S 1 filing breakdown risks revenue and disclosures: https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm * Biggest revelations from the SpaceX IPO filing investors should watch: https://www.wsj.com/business/spacex-ipo-takeaways-cea33689?mod=WTRN_pos5 * SpaceX financial charts explained revenue growth margins and cash flow: https://pitchbook.com/news/articles/6-charts-spacexs-s-1-financials? SpaceX IPO Valuation and Pricing* SpaceX IPO valuation drops nearly 48 percent what investors need to know now: https://www.morningstar.com/stocks/spacex-what-investors-need-know-about-its-enormous-upcoming-ipo * SpaceX lowers IPO valuation again signaling shifting investor demand: https://finance.yahoo.com/markets/stocks/articles/spacex-just-lowered-ipo-valuation-112600361.html * SpaceX plans IPO price at 135 per share targeting massive 75 billion raise: https://www.reuters.com/business/media-telecom/spacex-plans-raise-75-billion-ipo-135-per-share-source-says-2026-06-03/ IPO Mechanics Fees and Market Structure* SpaceX pushes to slash 500 million banker fees ahead of IPO: https://www.bloomberg.com/news/articles/2026-06-02/spacex-ipo-spacex-wants-fee-cut-from-ipo-bankers-chasing-500-million-windfall * Inside the chaotic SpaceX IPO process and what happens next: https://www.wsj.com/finance/stocks/spacex-ipo-process-preparation-69f97465?* Nasdaq 100 rule changes explained and why megacaps like SpaceX matter: https://indexes.nasdaqomx.com/docs/2026_May_NDX_Changes_FAQ.pdf * Who benefits if SP 500 rules change for mega cap companies: https://www.morningstar.com/news/marketwatch/20260506170/heres-who-benefits-if-the-sp-500-eases-its-rules-for-megacap-companies Strategy Competition and Market Position* SpaceX rocket dominance gives it an edge over AI rivals in IPO race: https://www.wsj.com/tech/ai/spacexs-rocket-monopoly-gives-it-an-edge-over-openai-in-the-ipo-race-7d8fe513? * Skeptic concerns grow as Musk statements diverge from IPO filing: https://www.cnbc.com/2026/05/29/spacex-skeptics-concerned-as-musk-comments-diverge-from-ipo-filing.html * Tesla SpaceX merger chatter returns as IPO approaches: https://www.cnbc.com/2026/05/26/spacex-tesla-merger-chatter-reignites-as-musk-rocket-company-nears-ipo.html * Elon Musk comments on SpaceX IPO strategy and future plans: https://x.com/elonmusk/status/2059880289514696927?s=20

Anthropic just confidentially filed its S1, and the most expensive IPO race is officially on. Three companies chasing trillion-dollar valuations at once, a surprise $500M AI bill that nearly broke a CFO, and the Nasdaq rule change forcing index funds into unprofitable AI startups within 15 days of listing. We break down why it matters to you and to the economy. CHAPTERS00:00 Anthropic files its S100:44 Valuation and fundraising targets01:32 Is this the largest IPO ever02:12 Can public markets absorb three mega IPOs03:04 Anthropic vs OpenAI narrative and business strength04:28 Retail investors and the Nasdaq rule change05:33 Sam Altman's IPO timeline and OpenAI struggles07:13 Which company goes public first wins the market08:26 Questions about Anthropic's revenue and governance10:24 The AI business model problem10:57 Token costs are exploding for enterprise customers12:12 Enterprise ROI doubts and Uber's candid assessment14:16 The zombie unicorn problem and what it signals16:16 Wrap and Friday SpaceX episode previewIF YOU LIKED THIS, WATCH:→ SpaceX Nasdaq Fix https://youtu.be/Cu2uxh6noc8 → Anthropic Hits $965B Valuation https://youtu.be/7FM0DL_It3A → OpenAI IPO Race Gets Scrambled https://youtu.be/PVDw6b4tb5w SOURCES & FURTHER READINGAI IPOs Confidential Filings And SEC ProcessHow confidential S 1 filings work for AI companies going public: https://www.anthropic.com/news/confidential-draft-s1-sec SEC draft registration statement process explained for IPO filings: https://www.sec.gov/about/divisions-offices/division-corporation-finance/draft-registration-statement-processing-procedures-expandedAI Costs ROI And Enterprise Spending CrisisAI spending surge raises ROI concerns across enterprises: https://www.axios.com/2026/05/28/ai-spending-roi-enterprise-costs Company reportedly spends 500 million on Claude AI with uncertain returns: https://finance.yahoo.com/sectors/technology/articles/company-blew-500m-claude-ai-173519468.html AI cost crisis hits tech giants as token usage explodes with agentic AI: https://www.tomshardware.com/tech-industry/artificial-intelligence/ai-cost-crisis-hits-tech-giants-as-employee-tokenmaxxing-backfires-agentic-ai-eats-up-to-1000x-more-tokens-than-standard-ai-sparks-corporate-pullback-at-microsoft-meta-and-amazon AI Valuations Strategy And Industry SignalsAI startup valuations compared to pre ChatGPT era trends: https://www.cnbc.com/2026/06/01/ai-startup-valuations-pre-chatgpt.html Microsoft CEO signals major shift in AI strategy and workforce direction: https://www.thestreet.com/technology/microsoft-ceo-sends-shocking-message-to-employees Eric Ries on building durable mission driven AI companies including Anthropic: https://www.youtube.com/watch?v=PoJ1vTdHpks SpaceX Financials And Market BenchmarksSpaceX S 1 financial charts reveal growth profitability and scale: https://pitchbook.com/news/articles/6-charts-spacexs-s-1-financials? 

Ferrari launched its first EV and car lovers + the internet are deeply unimpressed. This is bad news for Ferrari in the short term, but new data shows Ferrari was spot on to tackle the fast growing electric vehicle market. Global EV sales hit 20 million in 2025, on track for half a billion cars within a decade. Meanwhile the Strait of Hormuz blockade is draining global strategic reserves. Could it push buyers in the US, the world’s 2nd largest auto market, toward electric after all?CHAPTERS00:00 Ferrari Luce launch and the internet's reaction01:32 The Azzurro La Plata color choice and design comparisons02:47 Ferrari stock drops 8% and fan sentiment03:39 Why Ferrari made this move 14 global EV market data05:00 IEA: 20 million EVs sold globally in 202505:50 China dominates, Europe surges, U.S. lags07:27 Ford's $19B EV write-off and Ford Energy spinout08:14 Cox Automotive: U.S. EV sales down 27% in 202609:06 Strait of Hormuz blockade and oil price crisis10:49 Strategic reserves running out by mid-July12:00 How sustained high gas prices could shift U.S. EV buying13:35 The 1970s oil crisis parallel13:57 IEA projects 510 million EVs by 2035IF YOU LIKED THIS, WATCH:→ Autos Have to Choose Between Military and China: https://youtu.be/uvOGcIjL1_I→ Global Oil Reserves Are Running Dry, Next Crisis Here? https://youtu.be/L7JKxr_lvP4 SOURCES & FURTHER READINGFerrari Electric Future and BacklashFerrari Luce Electric Supercar Official Reveal Features Specs and Design: https://www.ferrari.com/en-EN/auto/ferrari-luce Why Ferrari Fans Are Divided Over the New Luce EV Strategy and Brand Shift: https://www.theguardian.com/environment/2026/may/27/why-ferrari-backlash-electric-car-luce EV Market Trends and Sales DeclineUS EV Sales Drop in 2025 What the Latest Q1 2026 Data Signals for the Industry: https://www.coxautoinc.com/insights/q1-2026-ev-sales-report-commentary/Global Energy and Oil Market PressuresWhen the Next Crude Oil Crisis Could Hit Timing Risks and Economic Impact Explained: https://www.brookings.edu/articles/the-timing-of-the-impending-crude-crisis/ How Long Iran Can Sustain Economic Pressure Under US Sanctions and Oil Constraints: https://www.wsj.com/world/middle-east/how-long-can-iran-withstand-the-economic-pain-of-the-u-s-blockade-c2427624 Global EV Outlook and Future AdoptionGlobal EV Outlook 2026 Key Trends Growth Forecasts and Adoption Insights: https://www.iea.org/reports/global-ev-outlook-2026/executive-summary 

Anthropic just hit a $965B valuation and is now worth more than OpenAI. How did they get here so fast, and what does it mean for OpenAI's IPO?In this episode, we break down Anthropic's $65B Series H led by Sequoia, Altimeter, and Greenoaks, the Opus 4.8 model launch, and why Andrej Karpathy leaving for Anthropic matters. We also dig into OpenAI's IPO dilemma, their $25B revenue run rate versus Anthropic's $47B, missed user targets, and Sam Altman's surprising reversal on AI-driven job loss.CHAPTERS00:00 Anthropic overtakes OpenAI in valuation01:05 Capital efficiency and total fundraising compared02:04 Anthropic revenue run rate hits $47B03:00 Claude Code, Mythos preview, and the Discord hack05:35 Andrej Karpathy joins Anthropic06:30 Opus 4.8 features, effort control, and sub-agents08:20 Benchmarks and third-party accuracy concerns09:35 Carnegie Mellon sleep study and model performance10:35 OpenAI's IPO dilemma and CFO tensions12:30 OpenAI misses user targets and revenue lags14:33 Sam Altman walks back the jobs apocalypseIF YOU LIKED THIS, WATCH:→ Mythos Hacked by a Guess https://youtu.be/t-POODHfeZQ→ Mythos is Too Powerful to Release: https://youtu.be/ai_oGfsNa2g→ Pope Leo Comes for AI & Tech Despots: https://youtu.be/8HvB90SK-FsSOURCES & FURTHER READINGAI Model Releases and Product UpdatesAnthropic Series H Explained What It Means for the Future of AI Scaling: https://www.anthropic.com/news/series-h Claude Opus 4.8 Capabilities Breakthrough Performance Benchmarks and Use Cases: https://www.anthropic.com/news/claude-opus-4-8 Claude Code Dynamic Workflows New Automation Features for Developers: https://claude.com/blog/introducing-dynamic-workflows-in-claude-code New AI Research Paper Insights Into Next Generation Model Architectures: https://arxiv.org/pdf/2605.26099Funding Growth and AI Market CompetitionOpenAI Funding Rounds Full Breakdown Investors Valuation and Growth Timeline: https://tracxn.com/d/companies/openai/__kElhSG7uVGeFk1i71Co9-nwFtmtyMVT7f-YHMn4TFBg/funding-and-investors#funding-rounds Anthropic Funding History المستثمر Breakdown Valuation Growth and Key Backers: https://tracxn.com/d/companies/anthropic/__SzoxXDMin-NK5tKB7ks8yHr6S9Mz68pjVCzFEcGFZ08/funding-and-investors The Math Behind Anthropic Explosive Revenue Growth and AI Market Share Expansion: https://www.theinformation.com/newsletters/dealmaker/math-behind-anthropics-mad-revenue-growth OpenAI Revenue Miss What It Means for IPO Plans and AI Industry Competition: https://www.wsj.com/tech/ai/openai-misses-key-revenue-user-targets-in-high-stakes-sprint-toward-ipo-94a95273Talent Wars and Industry MovesAnthropic Hires Andrej Karpathy Strategic Talent Shift in the AI Arms Race: https://www.cnbc.com/2026/05/19/anthropic-hires-openai-cofounder-andrej-karpathy-former-tesla-ai-lead.htmlAI Jobs Economy and Future of WorkSam Altman Says AI Will Not Cause Job Apocalypse What Changes Instead: https://www.reuters.com/world/asia-pacific/openais-altman-says-ai-unlikely-lead-jobs-apocalypse-2026-05-26/ Economic Futures in the Age of AI How Automation Will Reshape Jobs and Growth: https://openaifoundation.org/news/economic-futures-in-the-age-of-ai 

Pope Leo XIV just called for AI to be disarmed. Not banned but stripped of wanton military, economic, and cognitive power before it's too late. The Vatican released the Magnifica Humanitas just as Anthropic hits $10.9B in projected revenue this quarter and OpenAI stumbles toward its IPO before time runs out for an exit.CHAPTERS00:00 Pope Leo XIV calls for AI disarmament00:54 Core warnings: autonomous weapons and biased algorithms01:35 Magnifica Humanitas explained03:12 Five themes from the document05:34 Anthropic at the Vatican and the IPO race06:17 Anthropic revenue hits $10.9B06:46 OpenAI resolves Musk lawsuit, files confidentially with SEC07:32 Why OpenAI must go public before Anthropic08:00 Why the Pope's message matters nowIF YOU LIKED THIS, WATCH:→ OpenAI Must IPO First At Any Price, Anthropic is Crushing Them (Charts!):https://youtu.be/PVDw6b4tb5w → Elon Musk Just Exposed OpenAI's Biggest Secret in Court: https://youtu.be/b5Ye6iYzM6E→ Anthropic’s Mythos AI Hacked By a Good Guess, and Big Tech Still Gives Them Another $65B: https://youtu.be/t-POODHfeZQ → SpaceX $75 Billion IPO Scheme Exposed, What Do You Even Get? https://youtu.be/Cu2uxh6noc8 SOURCES & FURTHER READINGPope Calls for AI Common SensePope Leo XIV Calls for Disarmament of AI: https://www.vatican.va/content/leo-xiv/en/encyclicals/documents/20260515-magnifica-humanitas.html Pope Leo XIV Disarmament of AI Remarks at the Vatican: https://www.youtube.com/watch?v=aaYJ_4QcZfE Anthropic Support for Pope Leo XIV’s Call: https://www.anthropic.com/news/chris-olah-pope-leo-encyclicalAnthropic’s BusinessAnthropic’s Mind Blowing Growth Propelling It’s First Profitable Quarter: https://www.wsj.com/tech/ai/mind-blowing-growth-is-about-to-propel-anthropic-into-its-first-profitable-quarter-7edbf2f4? #ArtificialIntelligence #VaticanAI #AnthropicIPO #GoodRevenue