Starship Launch, World's Fair Retrospective, Matt Grimm Does the Murph, Big China Moves

The gist

1. SpaceX is expected to IPO at a valuation higher than Tesla's current $1.34T market cap, giving retail investors an early entry they missed with Tesla.
2. Agentic AI tools collapse hours-long tasks into minutes, but companies adding headcount outperform those that simply cut staff and pocket the efficiency gains.
3. System-level access matters more than memory features: an AI that can read your emails, files, and texts recommends far more useful actions than a chat window.
4. Chat is poor UX for serious work, so agents replacing simple apps still create demand for enterprise software to handle edge cases and store data reliably.