Nov 7, 2025 5 min read Daily Rundown

⛵ Star Wars 2.0

Plus: Meta Spooks Investors, $1 Trillion Pay Package

Good Morning, Early Adopters!

Jared's arrival marks the end of NASA’s old empire and the start of America’s privatized space saga.

SPACE

Musk-Ally Picks Up the Rocket Scepter at NASA

👀 What’s the move: Billionaire astronaut-entrepreneur Jared Isaacman—long known for flying aboard SpaceX vehicles and tightly aligned with Elon Musk—has been renominated to become NASA Administrator. His installation signals a clear end to the power struggles inside NASA leadership and a pivot into what looks like a “Mars Mission 2.0” era.

💡 Why it’s not boring: This isn’t just a new boss; it's a rewrite of who holds the keys to U.S. civil space. With Isaacman tidily aligned with Musk’s commercial-space complex, the selection ends the long running turf war between legacy NASA technocrats and private-space insurgents. The agency’s “Moon first” program is still in motion, but with Isaacman at the helm the real narrative becomes: Mars via commercial grade rockets, contractors, and platform-agnostic payloads. If SpaceX and its peers ascend, NASA shifts from prime actor to conductor of a space-industrial orchestra, and the old agency-centric model looks quietly shelf-bound.

⛵ Key takeaway: When NASA’s new sheriff is a Musk pal turned private-astronaut CEO, the space race just went commercial-industrial and Mars just upgraded its boarding pass.

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REPORT

Meta's AI Spending Bonfire Spooks Investors

👀 What’s the move: Meta has revealed it will spend up to roughly $70–72 billion this year on AI infrastructure and talent. That scale of investment has reignited investor fears of a repeat of the Metaverse gambit, involving massive spending with unclear paths to monetization. The market responded by stripping value (~17 % drop) in a shock move.

💡 Why it’s not boring: Because this isn’t just big-cap drama; it’s a power signal. Internal to Meta the AI leadership is in flux (hiring sprees, reorganisations) and the spending signal says: we’re in a strategic war, but do we have the command structure to win it? When investors cannot see clear accountability — “who’s driving monetisation of these billions?” — trust evaporates.

⛵ Key takeaway: When your AI team has empire ambitions but the investor narrative is “where’s the revenue?”

MEDIA

Musk Bets Civilization-Scale on a $1 Trillion Pay Package

👀 What’s the move: At Tesla’s annual shareholder meeting in Austin, investors approved the largest pay package in corporate history—a plan that could hand Elon Musk up to $1 trillion in stock over the next decade. The plan revives his 2018 package (struck down in Delaware court) and ties payouts to a series of audacious milestones: 20 million vehicles a year, one million robotaxis, one million humanoid robots, and core profits of $400 billion, with Tesla’s valuation soaring from $1.5 trillion to $8.5 trillion. Each operational and valuation milestone unlocks another 1% of stock—12% in total if he hits them all.

💡 Why it’s not boring: This isn’t a bonus plan; it’s an industrial moonshot disguised as equity comp. Musk isn’t just betting on Tesla’s AI chips, Cybercabs, and robot factories, he’s betting that the next era of human labor runs on Tesla OS. The board basically told investors: pay him a trillion, or watch him build the future somewhere else. It’s less about cash and more about control—his vote share and grip on Tesla’s AI and xAI fusion deepen with every milestone.

⛵ Key takeaway: Only Elon Musk could turn a compensation plan into a referendum on who gets to write the next chapter of human civilization, and convince Wall Street to vote yes.

STARTUP SPOT

🪐 Vast
“Building space stations at startup speed.”
Private space-station startup founded by Jed McCaleb (Ripple, Stellar co-founder). Its Haven Demo craft just launched via SpaceX Falcon 9, unfolding solar panels to prove modular orbital-habitat tech.
→ Backed by McCaleb’s fortune and ex-SpaceX engineers; aims for the first artificial-gravity station by 2030, already operating a foothold in orbit after the 2025 Haven Demo mission.

🛞 Evotrex
“Power anywhere, stay everywhere.”
AI-optimized hybrid RV trailer with onboard generator-battery system for off-grid power and smart energy management. Uses predictive algorithms to balance solar, fuel, and battery for long remote trips.
→ Founded by ex-Anker and Geely engineers; raised $16 M Pre-A to launch production by 2026; early buzz in EV adventure and outdoor-tech circles.

🧠 Truffle Security
“AI for secrets, not leaks.”
Enterprise platform that uses ML and code-context analysis to detect, verify, and remediate leaked API keys, tokens, and nonhuman identities across cloud and codebases.
→ Founded in 2019 by ex-Google engineer Dylan Ayrey; raised $25 M Series A led by Intel Capital and a16z; TruffleHog Enterprise now secures major dev pipelines with GCP-specific AI add-ons for instant leak remediation.

BAY AREA MEMOS

Following its Spotify deal, Netflix is in talks with iHeartMedia to license exclusive video podcasts to strengthen its lineup and compete with YouTube.
Snap beat revenue estimates and struck a $400 million deal to integrate Perplexity’s AI search into Snapchat, sending its shares up 16%.
Anker-backed Evotrex unveiled a hybrid RV trailer combining gas and battery power to enable longer, off-grid camping experiences.
Blue Origin will launch New Glenn for the second time on Nov 9, carrying NASA’s Mars-bound ESCAPADE probes on its first commercial mission.
Ripple raises $500M at a $40B valuation and partners with Mastercard to push XRP and stablecoin payments into the mainstream.

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