Dec 8, 2025 5 min read Daily Rundown

⛵ SpaceX Plots IPO

Plus: Netflix Swallows Warner Bros, DNA Into Hard Drives

Good Morning, Early Adopters!

Rockets are heading for Wall Street, Hollywood is being consolidated into a single balance sheet, and data is quietly escaping silicon for biology.

IPO

SpaceX Finally Preps Its Wall Street Liftoff

👀 What’s happening: The Information says SpaceX quietly told investors it is targeting a late 2026 IPO and is considering listing the whole empire including Starlink. The timing is no mystery. Musk spent years insisting he would only go public once revenue became smooth and predictable and Starlink finally looks like a subscription machine instead of a science project.

🔥 How this hits reality: This isn’t just SpaceX ringing the opening bell. It is Musk stepping into a capital arms race that Jeff Bezos and Blue Origin and a handful of deep pocket private players are already escalating. The United States is effectively running a privatized Moon program where rockets, satellites and lunar logistics are financed by personal fortunes rather than NASA budgets. SpaceX going public simply pulls Wall Street into the race and turns the next decade of space infrastructure into a contest between billionaires with sovereign scale ambition.

⛵ Key takeaway: When space becomes predictable enough to IPO, it stops being exploration and starts being industry.

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The insider move? Early adopters are already 10x-ing their output while the rest of the market is still toggling between twelve tabs. Every day you wait is another day spent manually updating slides like it's 2015. The knowledge workers who win aren't the ones who work harder—they're the ones who stopped editing and started directing.

🚀 Join the revolution: Get early access to Felo LiveDoc and become the person everyone asks, "How did you finish that so fast?" The age of manual document labor just ended. Are you evolving, or still typing?

ACQUIRE

Netflix Swallows Warner Bros for $72B

👀 What’s happening: Netflix just agreed to buy Warner Bros Discovery’s TV, film studios, and streaming arm for $72 billion, the biggest entertainment merger since Disney-Fox. The deal includes HBO, Game of Thrones, Harry Potter, and DC’s superhero library. Paramount and Comcast both tried to outbid, but Netflix’s $27.75-a-share cash-and-stock offer sealed it.

🔥 How this hits reality: If regulators approve this, Netflix will control almost half of the global streaming market and inherit one of the last major content vaults Hollywood had left. What began as the anti-studio now becomes the studio, one with unmatched global reach, ad infrastructure, and IP pipelines. Expect antitrust knives to come out, but if this passes, Netflix will no longer be “a service”; it will be the industry.

⛵ Key takeaway: Netflix didn’t disrupt Hollywood; it absorbed it.

MEMORY

Atlas Turns DNA Into Hard Drives

👀 What’s happening: Atlas Data Storage just launched Eon 100, the first commercial DNA-based data storage service, claiming it can pack 60 petabytes into a one-liter capsule rack (no bigger than a 1-liter milk carton), a thousand times denser than LTO-10 tape. Instead of selling hardware, Atlas offers DNA-as-a-service: clients upload archives, Atlas encodes them into synthetic DNA molecules (made by Twist Bioscience), and stores them in thermally stable capsules that can last millennia without refresh cycles.

🔥 How this hits reality: This isn’t just about “next-gen storage.” It’s about rewriting the physics of archiving. If Eon 100 works at scale, a 1–10 EB hyperscaler could compress entire cold-storage warehouses into a couple of shoeboxes and cut billions in energy and refresh costs. The business model that enterprise-only, custom-quoted signals DNA storage’s first industrial phase. Google, AWS, and governments hoarding AI models will be watching closely.

⛵ Key takeaway: It sounds like science fiction, but so did cloud computing once. DNA might just be the next cold storage cliché that sticks.

BAY AREA MEMOS

After the EU fined X €120 million under the Digital Services Act, Musk lashed out publicly and X retaliated by shutting down the European Commission’s ad account.
Coinbase returns to India after two years and plans a 2026 fiat on-ramp, reaffirming its push despite strict rules.
Meta has delayed its “Phoenix” mixed reality glasses to 2027, allowing more time for quality improvements amid broader metaverse budget cuts.
The New York Times is suing Perplexity for unlicensed RAG use of its content, underscoring publishers’ push for paid AI licensing.
Trump says he’ll be involved in reviewing Netflix’s bid for Warner Bros, noting the merger could raise market-power concerns.

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