TBPN — Starship Launch, World's Fair Retrospective, Sacks Spikes AI EO | Dan Shipper, James Rogers

- David Sacks urged President Trump to rescind a proposed AI executive order that would force frontier AI firms to submit models for government review 90 days before release, arguing it would add costly red‑team overhead and stifle rapid innovation. - A viral post claimed Microsoft halted its internal “Cloaked Code” license because token‑based billing made it unaffordable; while a community note disputes the cost motive, analysts say the move signals Microsoft’s push to force developers onto its own Copilot CLI and internal LLM stacks. - Micron announced production of its first U.S.‑made Alpha DRAM at the Manassas, VA plant, targeting the AI‑driven memory shortage; the stock surged, up ~2% on the day and over 240% in six months, reflecting investor optimism on advanced memory supply. - The Wall Street Journal highlighted a “mini‑boom” of U.S. IPOs as SpaceX, OpenAI and Anthropic prepare to list, with Nasdaq’s new fast‑entry rules funneling passive index money into the offerings and forcing investors to sell rival AI stocks, potentially driving valuations into the tens of billions. - SpaceX postponed the Starship v3 test flight after a hydraulic pin on the launch tower malfunctioned, but engineers repaired the issue overnight and aim to launch the 400‑ft vehicle on Friday, a critical step for the company’s data‑center and Mars‑colonization business plan. - In its IPO prospectus, SpaceX listed Starship as its top risk factor, estimating $15 billion spent on development to date and projecting $75 billion in future revenue from space‑based data centers, underscoring the rocket’s central role in the company’s trillion‑dollar valuation target. - The TBPN newsletter revisited America’s historic World’s Fairs, noting how exhibitions from Philadelphia (1876) to Seattle (1962) launched technologies like the telephone, Ferris wheel and Space Needle, and arguing that a modern revival could provide a platform for today’s breakthrough AI and hardware innovations. - Dan Shipper of Every described how post‑Nov 2023 model upgrades (Opus 4.5, GBD 5.3) turned Codex into his daily development tool, enabling agents to automate complex tasks, boost productivity, and expand teams without proportional headcount growth, signaling a shift from job‑level automation to task‑level augmentation. Watch on YouTube