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General News

SpaceX shares fall for second day as investors eye lock-up expiry, options surge

SpaceX shares fell for a second straight session as investors weighed its thin free float against looming lock-up expiries and heavy options activity. The stock dropped 3.57 percent on June 18 after nearly a 5 percent fall a day earlier, though it remains about 37 percent above its IPO price of $135. Markets are watching potential conversion of 20 percent to 30 percent of locked shares after second-quarter results and speculative trading in short-dated options.

AI & Enterprise

Anthropic, OpenAI rapidly expand beyond models, unsettling AI app ecosystem

AI model developers are rapidly expanding into AI applications, often complicating ties with companies that had been partners. Anthropic drew scrutiny after releasing the Fable5 model based on Mythos and warning it could reduce performance if used for building rival models or hardware without notice. While it softened that stance, concerns persist about restrictions affecting developers. The Information reported tensions with Canva and Figma around Anthropic’s Claude Design.

AI & Enterprise

Anthropic, OpenAI shift from model race to AI coding lock-in strategy

Samuel Colvin, CEO of AI development framework Pydantic, said Anthropic and OpenAI are shifting their AI coding strategies toward locking in customers rather than competing only on model quality. He said the pricing of Claude Code and Codex aims to capture market share quickly. Colvin said codebase lock-in could make ongoing use unavoidable and enable future price increases. He also expects services that store full coding chat trajectories.