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Anthropic received limited U.S. approval to redeploy Mythos 5 for critical-infrastructure organizations, while OpenAI is staggering GPT-5.6 access after U.S. officials requested a limited partner preview.
Nvidia is hiring for its Space-1 AI computing project as it moves toward orbital data centers, and AI startup Rocket is in talks to raise $40 million to $50 million at a $500 million valuation.
General Intuition raised $320 million to train AI systems from gaming data, adding another major bet on synthetic environments and simulation as a foundation for more capable models.
Markets were weaker underneath the headlines: Amazon and Meta were the main bright spots, while Bloom Energy fell 18.49% and Micron dropped 6.69%. ASML, Alphabet, Nvidia, and IREN also closed lower, while SpaceX edged slightly green.
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Amazon was the top performer on the day, rising 2.50%, with Meta also green, up 1.36%.
Bloom Energy was the clear loser, plunging 18.49%, while Micron also posted a steep loss, falling 6.69%.
ASML (-2.53%), Alphabet (-2.19%), NVIDIA (-1.64%), and IREN (-1.11%) also closed lower, while SpaceX edged up 0.15%.
Headlines
Anthropic receives limited U.S. approval to redeploy Mythos 5 for critical-infrastructure organizations. (Business Insider)
Meta explores prediction-market partnerships with Polymarket and Kalshi as Zuckerberg tests new engagement products. (The Verge)
Google limits Meta's Gemini model access as AI demand strains cloud capacity. (Financial Times)
AI Startup Rocket is in talks to raise $40 million to $50 million at a $500 million valuation. (The Economic Times)
Nvidia hires for its Space-1 AI computing project as it pushes toward orbital data centers. (Business Insider)
General Intuition raises $320 million to train AI systems from gaming data. (Axios)
OpenAI staggers GPT-5.6 access after U.S. officials request a limited partner preview. (The Guardian)
$181 Million for a Pollock. Is the Art Market Sending Signals?
Christie's May 18 auction was headlined by a $181M Jackson Pollock — the fourth highest price ever. A Rothko also went for $95.4M. A Brancusi fetched $107.6M (second highest ever for sculpture).
Those masterpieces were obvious outliers, but by the end of the evening, $1.1B in art had been sold.
Pollock died in 1956. The number of paintings he left behind is limited. Same for Rothko, Warhol, Basquiat. When one of these works trades at the top of the market, the remaining supply gets thinner and more contested.
That scarcity is what Masterworks was largely built around. Their acquisition committee — former specialists from Sotheby's and Christie's — uses over 3 million data points to identify which pieces to buy.
29 exits have delivered net annualized returns like 16.5%, 17.6%, and 17.8% on those held longer than a year, not including those unsold.
To join Masterworks, my subscribers skip the waitlist by clicking this unique link.
*Investing involves risk. Past performance is not indicative of future returns. See important Reg A disclosures at masterworks.com/cd.
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