SpaceX IPO May Exceed Goal; EU Orders Meta-Stop Blocking Rival Chatbots on WhatsApp; Google Makes Move on AI Subscriptions; Anthropic-Claude Fable 5 and Mythos 5 Upgrades for Cyber Partners

It’s hard to tell what of this is hype and what’s not, but we will find out on Friday. Benzinga.com reports that SpaceX has allegedly attracted some $250 billion in investor demand, well above the $75 billion it was aiming to raise. That means it could be oversubscribed by 3-1/2 to 4 times the planned size. The company is expected to raise roughly $75 billion at a valuation of about $1.75 trillion, making it one of the biggest public offerings ever. The IPO pricing is likely to be announced on Thursday afternoon.

The EU has ordered Meta to quit blocking rival AI chatbots on WhatsApp. According to engadget.com, the EU is proceeding to investigate the messaging app’s owner over potential antitrust violations. Meta introduced a new policy in October 2025 that banned third-party AI chatbots from the WhatsApp for Business API, making Meta AI the only chatbot that can access the service. Before the ban, companies could send notifications through WhatsApp, such as order alerts, using other AI assistants. The EU warned that it may take interim steps against Meta while the investigation is ongoing. Meta will appeal the decision. 

Some are calling it the AI price wars…as AI companies are getting ripped on and cancelled for high costs in enterprise. Uber burned through their entire budget in a quarter! Now, techcrunch.com says Google has announced it is cutting its monthly price for Google AI Plus from $7.99 to $4.99 and doubling the storage on the included tier form 200 gigs to 400 gigs. This update will be out to users in the next few days. Features include video generation via Omni Flash; the creative studio Google Flow; and NotebookLM, Google’s AI research assistant. If you want more, Google has AI Pro and AI Ultra with the expected higher prices and storage limits. Google notes that in the past, digital has seen things commoditize very quickly, and they expect that with AI…and want to get ahead of competitors. 

Anthropic has pushed out a couple of new AI models called Claude Fable 5 and Claude Mythos 5. Wired.com reports that they have greater capabilities than the Mythos preview released in April. The initial limited release will only go to a limited set of industry partners. Anthropic says is it coordinating with the US government on the rollout. Fable 5 is basically the same underlying model as Mythos 5, but has stronger guardrails that will block the model from answering many user questions related to cybersecurity, biology, and chemistry. These requests will instead be rerouted to an older AI model, Claude Opus 4.8. If Anthropic suspects a user is trying to conduct distillation—training a smaller AI model off a larger AI model’s responses—on Claude Fable 5, those requests will also be rerouted to Claude Opus 4.8, the company says. Time will tell how these safeguards actually hold.

I’m Clark Reid and you’re ‘Technified’ for now.