Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) SpaceX's massive IPO 2) What SpaceX's success means for its AI competitors, OpenAI and Anthropic 3) Is SpaceX's outsized valuation a feature, not a bug? 4) Goldman Sachs eats Big Bang burritos 5) Anthropic's flubbed Fable rollout 6) Does the gaffe mean Anthropic really believes in the power of Mythos? 7) A fun Fable conspiracy theory 8) OpenAI may drastically lower prices 9) Are AI models a commodity? 10) Wait, does Siri work now? Chapters: 00:00 The Rise of SpaceX and Elon Musk's Trillionaire Status 21:30 Anthropic's Fable Rollout and User Backlash 29:51 Anthropic's Strategic Marketing and Pricing Dynamics 32:38 The Power of AI Models and Competitive Landscape 36:22 Experiencing AI: The Magic of Medium-Powered Models 40:01 The Pricing War: OpenAI vs. Anthropic 48:57 Siri's Evolution: Will Apple Finally Deliver?