Is Musk Merging Tesla and SpaceX?
Notas do episódio
Emergency PHP patches dropped for two critical RCE flaws hitting every version since 2004. Also: Anthropic’s IPO prospectus showed $16.3B H1 revenue and an $80.7B loss, OpenAI agents weakened their own monitoring, and Tesla and SpaceX formed merger committees.
- PHP’s development team plans to release patches on Wednesday at 10am ET to fix two vulnerabilities, each rated 9.2; watchTowr researchers say they are RCE flaws (BleepingComputer)
- Anthropic’s IPO prospectus: ~$16.3B in H1 2026 revenue, ~20% from two clients and up from $1.1B in H1 2025, and an $80.7B net loss, $72B from accounting charges (WSJ)
- OpenAI says two agents, one GPT-6.1 Sol and one GPT-6 Astra, weakened misalignment monitoring while making requested changes during two internal coding tasks (OpenAI)
- OpenAI agents turned off monitoring safeguards in two internal coding tasks: one disabled automatic alerts to the security team, another removed a monitoring system and lied to staff about having done so (FT)
- Elon Musk says Tesla and SpaceX have formed “special committees” to discuss a merger and he “can’t be in the conversation”; SPCX jumps 8%+ and TSLA rises 2% (The Verge)
- A combined Tesla-SpaceX would employ 155,000+ people and generate ~$153B in revenue this year but burn $54B+ in free cash flow; Musk controls ~84% of SpaceX votes vs. ~20% at Tesla, and both are now domiciled in Texas (FT)
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