Are we in a race to see who can pop the bubble first?

And as suspected, the Anthropic deal is not recurring revenue, its just a think they can cancel anytime with 90 days notice...Release the bad news slowly and when people are looking somewhere else...

SpaceX AI segment lost about $2.5B from operations in Q1 2026 on $818M revenue...they are burning dollars. Musk controls about 85% of voting power through supervoting shares, and cannot be fired...go IPO buyers...nothing like economic exposure without control....

What changed?