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Top stories today:
- Elonโs SpaceX said to target mid-2026 IPO at ~$1.5T valuation
- ChatGPT said to near 900M weekly users as Gemini gains ground
- Meta said to drop open-source approach with new proprietary AI model
- NVIDIA CEOโs alarm over state AI rules drives toward unified policy
- Fed expected to cut rates by 25 bps today at 2 PM ET
- Anthropic, OpenAI, Google, others launch Agentic AI Foundation
0. Data and calendar
All values as of 6 AM ET / 3 AM PT, other than S&P500 and NASDAQ close (4 PM ET / 1 PM PT).
All times are ET.
Listen to our AI-generated podcast summarizing todayโs newsletter (beware of hallucinations):
1. Elonโs SpaceX said to target mid-2026 IPO at ~$1.5T valuation, seeking $30B+ raise
Mid-to-late 2026: SpaceX and its advisers are targeting a listing in this window.
The timing could slip into 2027 depending on markets, though.
Space-based data centers could be funded through the IPO proceeds.
The projected valuation would put SpaceX near Saudi Aramcoโs market value at its record 2019 IPO.
2. ChatGPT said to near 900M weekly users as Googleโs Gemini gains ground
The U.S., India, Brazil, Japan, and France are ChatGPTโs top 5 markets by weekly active users.
+5% in ChatGPTโs MAUs to 810M vs. Geminiโs 30% jump to 346M, per Sensor Tower.
Geminiโs global web visits doubled from Aug.-Nov., while ChatGPTโs increased ~1%.
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4. Meta said to drop open-source approach with new proprietary AI model โAvocadoโ in Q1 2026
Representational image generated using ChatGPT.
