From SpaceX's IPO to Anthropic's massive revenue number, it looks like AI just had the day when the hype became real.

Plus: Anthropic, GitHub, Huawei, Intuit, Meta, Samsung, Ubisoft.

OpenAI beat Anthropic by $1B in Q1 revenue, but stalled user growth, losses, and Anthropic’s SpaceX deal complicate the AI IPO race.