Sep 10, 2025 5 min read Daily Rundown

⛵ Musk’s $1,000,000,000,000 OKR

Plus: Half of Silicon Valley On-Chain, SpaceX Buys the Air

Good Morning, Early Adopters!

A trillion-dollar bet on the future, half of Silicon Valley marching on-chain, and rockets buying airwaves like real estate—if this is the new normal, then the frontier isn’t just about technology anymore. It’s about who can redraw the rules of value itself, whether in capital markets, blockchains, or the sky above.

FUTURE

Musk’s $1T OKR: Build a Robot Planet

👀 What’s the move: Tesla’s $1 trillion pay package sets Musk the near-impossible OKR: an $8.6T valuation, 24x profit growth, and product milestones that read like dystopian urban planning. Success means 10 million FSD users, 20 million Teslas, a million robotaxis circulating nonstop, and a million humanoid robots shipped to homes and factories.

💡 Why it’s not boring: If he hits it, the picture isn’t subtle—streets thick with driverless Teslas queueing at every curb, sidewalks patrolled by bipedal bots delivering packages or sweeping floors, warehouses humming with metal workers that never punch out. Entire cities would operate on Musk’s software stack, a physical monopoly coded into daily life.

⛵ Key takeaway: Musk’s payday requires nothing less than flooding civilization with machines—if the world drowns in robots, he surfaces as its first trillionaire.

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FINTECH

Stripe Spins Up a Blockchain — and Drags Half of Silicon Valley On-Chain With It

👀 What’s the move: Stripe and Paradigm just incubated Tempo, a Layer-1 chain purpose-built for stablecoins and payments. It’s not another “Ethereum killer” — it’s Stripe’s attempt to own the plumbing for remittances, payroll, tokenized deposits, embedded accounts, and even “agentic payments.” The design starts with a built-in stablecoin AMM and promises eventual permissionless validation.

💡 Why it’s not boring: Stripe didn’t stumble into this — it’s been quietly buying its way into the stack. First, $1.1B for Bridge (stablecoin infrastructure), then Privy (crypto wallet tooling). Tempo is the capstone: a neutral chain that ties those acquisitions into a full-stack play. And Stripe isn’t flying solo — it’s wiring in Anthropic, Deutsche Bank, Nubank, OpenAI, Revolut, Shopify, Visa. That’s a coalition designed to pull real commerce on-chain, not just speculation. Circle’s Arc and Tether’s Plasma now have a $91.5B-valued payments giant gunning at their moat. Stripe isn’t betting on “crypto” — it’s betting that stablecoins become the next Swift.

⛵ Key takeaway: Stripe isn’t chasing tokens; it’s building the rails that everyone else’s tokens will have to ride.

SPACE

SpaceX Buys the Air Itself

👀 What’s the move: Elon Musk just dropped $17B to grab EchoStar’s spectrum licenses, giving SpaceX direct control of the scarce wireless airwaves needed for Starlink’s satellite-to-phone push. No more begging carriers for access — SpaceX is now a license holder, not a tenant.

💡 Why it’s not boring: This isn’t a satellite deal, it’s a telecom coup. By vaulting past AT&T and Verizon’s spectrum chokehold, SpaceX positioned itself as the first vertically integrated space-to-phone network. If Apple once made carriers its distribution arm, Musk just flipped the board: now carriers may become his resellers.

⛵ Key takeaway: SpaceX didn’t buy spectrum; it bought leverage over the entire wireless industry.

STARTUP SPOT

🧠 Mercor
“Crowdsourced brains for AI.”
Talent marketplace linking PhDs, clinicians, lawyers to train/refine frontier models.
→ Founded 2023 by 21-yo Thiel Fellows; $100M Series B at $2B; now $450M run rate, eyeing $10B+, facing Scale AI lawsuit.

⚙️ Supabase
“Open-source Firebase on Postgres.”
Postgres-native backend with auth, storage, real-time + vector search for AI apps.
→ YC S20; founders Paul Copplestone & Ant Wilson; $398M raised incl. $200M Series D at $2B; now in talks for $5B+ valuation, 1.7M+ devs, $70M ARR.

🪙 Privy
“Crypto wallets built-in.”
Embedded wallet infra—API for on-chain self-custody with key sharding, passkey/SMS onboarding, gas abstraction.
→ Founded 2021 by Henri Stern & Asta Li; raised ~$40M (Sequoia, Paradigm, Ribbit); 75M+ accounts, 1,000+ dev teams; acquired by Stripe June 2025.

BAY AREA MEMOS

Mercor, an AI training startup, is pushing for a $10B valuation on $450M run-rate and profits, despite competition and lawsuits.
Microsoft is buying AI from rival Anthropic to lessen its reliance on OpenAI for Office 365 applications.
Crypto exchange Gemini has raised its IPO price range from $17–19 per share to $24–26, targeting a valuation of up to $3.08 billion amid strong investor interest in the sector.
Tesla is seeking permits to offer ride-hail services at Silicon Valley airports even as it lacks the broader statewide permits for such an operation.
Open-source backend startup Supabase is in funding talks to more than double its valuation to over $5 billion just five months after its last round.

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