Dan Taylor: SpaceX valuation stems from Musk's trust premium, making it difficult to achieve revenue targets by 2030
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Analyst Dan Taylor stated that SpaceX's valuation is more based on a trust premium towards Musk personally rather than AI driven growth, and believes that Musk's proposed revenue target of $100 million by 2030 is difficult to achieve.
Barclays adjusts its forecast for the Federal Reserve's interest rate policy, expecting to maintain interest rates unchanged in 2027, compared to the original forecast of a 25 basis point rate cut in March.
Anthropic security expert Nicholas Carlini tested and found that the Mythos model scanned 479 Linux vulnerabilities and wrote attack code within a few days, and uncovered 500 Ghost vulnerabilities within two weeks. In April 2026, over 700 websites were hacked due to the Ghost vulnerability. After the White House issued an emergency ban on Anthropic, Nicholas Carlini was sent to Washington to lobby officials and advocate for the release of the defense version model.
According to CNBC, SpaceX has appointed Elon Musk ally and Sequoia Capital investor Roelof Botha as an independent director and member of its audit committee, effective immediately. Roelof Botha has become the eighth director of SpaceX, and he does not represent Sequoia Capital as a director. Musk serves as the company's chairman, CEO, and technical leader.
According to the Financial Times, JPMorgan Chase has restricted Hong Kong employees from using Anthropic's Claude model, following Goldman Sachs. （Cointelegraph）
