SpaceX Plans First Dual Starship Catch as Musk Projects $100B Annualized Revenue

Key Takeaways

1. SpaceX aims for its first simultaneous tower catch of Super Heavy and Starship on the 15th flight, with launch targeted for Nov. 13 pending regulatory approval.
2. Musk says SpaceX will exceed a $100B annualized revenue run rate in December, calling his much larger long-term figures personal guesses rather than commitments.
3. Anthropic research says AI can absorb 27%–52% of researcher time needed to produce new research, while its engineering blog details a "dreaming" memory mechanism for Claude.
4. Google DeepMind reports AI agents found weaknesses in legacy 1024-bit RSA systems, while stressing that modern schemes such as RSA 2048 are unaffected.
5. OpenAI released BioBasicsBench with Ligo and a framework with fmf_org for assessing severe cyber harm from guardrail bypasses.
6. Hugging Face reports nearly 100K public robot datasets and over 30K robot models, and says it spent $2M on an MoE training handbook.

1. SpaceX: Starship Catch Attempt and Revenue Claims

1. SpaceX is advancing the 15th Starship flight, planning the first dual capture with the launch tower's arms: the booster would be caught about 6 minutes 35 seconds after liftoff, while Starship would deploy 26 Starlink V3 satellites, fly for over 22 hours and be caught about 22 hours 32 seconds after liftoff. The launch is targeted for Nov. 13 at the earliest and still awaits regulatory approval. Musk said the attempt may succeed or fail but that recent success probability is relatively high, with optimization and acceleration to follow 1 2 3 4 5.
2. Musk described Starship as the largest and highest-thrust flying object ever, with a liftoff weight above 5,000 tons, and said tower-arm capture enables rapid reuse, theoretically allowing Super Heavy to fly again every hour. He also said he is considering replacing the 250-ton-thrust Raptor 3 with a 500-ton Raptor 4 on the booster's outer ring 1 2 3 4.
3. On revenue, Musk said SpaceX's annualized revenue will exceed $100B in December and that recurring annual revenue next December will very likely exceed $500B; he put a $1T figure at about a 2% probability and explicitly called these his best guesses rather than commitments. He also said SpaceX's quarterly revenue will substantially exceed NASA's full-year budget, noting NASA accounts for only about 5% of SpaceX revenue 1 2.

2. AI Research, Safety and Open Models

1. Anthropic's science blog says AI is beginning to change scientific modeling by writing, running, fitting and revising models as code, letting it explore competing structures and judge which explanations the data supports. Its engineering blog says a "dreaming" mechanism helps Claude organize what it has learned, correct errors and find needed information more easily next time, describing memory as foundational to learning from experience 1 2.
2. Google DeepMind research, shared by Demis Hassabis, found two major weaknesses in legacy 1024-bit RSA systems under human guidance: bypassing older digital-signature protections and batch-factoring old 1024-bit RSA keys. The posts stress that modern schemes such as RSA 2048 are unaffected, but argue that past cryptographic schemes should not be assumed to retain mathematical difficulty and that AI can help defenders improve standards before future threats arrive 1 2.
3. OpenAI, with enzyme-design company Ligo, launched BioBasicsBench, using 100 tasks drawn from real experiments to measure whether AI agents can interpret raw lab data, spot errors and judge whether evidence supports a conclusion; OpenAI says it can show where models need improvement and track implications for scientific progress, biosafety and biosecurity. With fmf_org and member companies, OpenAI proposed a framework for identifying when bypassing AI safeguards could enable serious cyber harm and prioritizing defenses; its national-security policy lead Sasha Baker called it a step toward a common method for assessing and comparing cyber jailbreaks 1 2.
4. Hugging Face positioned itself as an open-source robotics AI platform, reporting nearly 100K public robot datasets, up 48%, and over 30K public robot models, up 41%, in the past half year. It said Microduck and Reachy mini became its most popular robots for 2026, with expectations of 50K+ units sold and 20K+ shipped, and that LeRobotHF passed 1M downloads with v0.7.0 adding world-action models, interactive robot control and remote GPU inference; it also said it invested $2M in an MoE training handbook 1 2.

3. Applied AI, Products and Industry Signals

1. Ethan Mollick cited new Anthropic data indicating that, if widely adopted, existing AI capabilities could cover 27%–52% of the researcher time needed to produce new research, with a cross-domain median of 38%. He argued this could make investigative reporting a golden age, saying LLMs can raise investigative research efficiency roughly tenfold by analyzing filings, records and public data that once required teams of reporters 1 2.
2. A widely shared thread argued that most companies have not built real "software factory" systems, only made AI-assisted shipping easier, and defined a software factory as routing all work through the same pipeline stages starting from signals such as Slack discussions, Linear tickets, Sentry alerts, CI failures or ideas. It described two entry paths—a human picking up the signal and building with Droid, or a workflow triaging autonomously, writing specs and opening PRs—and said all changes pass the same checks, including Droid review, security review, an author-blind "risk judge," CI and agent QA in live previews, with the goal of raising the "no-regrets merge rate" 1.
3. Runway will hold an Ads Lab workshop in San Francisco on Nov. 19 for performance, growth and brand marketers, requiring participants to generate on-brand ad creative from real Meta, Google and TikTok results, with every ad approved by the participant before launch; organizers say attendees will test more creative in an afternoon than most teams produce in a week, and registration is limited and subject to review 1.
4. Deedy cited MaxxBench results claiming most models show severe benchmark overfitting, with only Opus 5.5 scoring higher after small changes to DeepSWE task instructions or starter code. Separately, Aravind Srinivas amplified a claim that Perplexity stopped all pending and existing ad placements on Prof G Markets after being flagged, describing them as a small third-party agency test 1 2.

4. Infrastructure and Connectivity

1. Musk said next-generation Starlink V4 satellites will carry about 100 lasers each at over 10 Tb/s per link, and that with more than 100,000 satellites the system could beat undersea cables, since light travels about 40% faster in vacuum than in fiber and takes straighter paths. Starlink already provides connectivity to more than 500 locomotives and cars for Rumo, Brazil's largest freight rail operator, with the system switching between 4G and Starlink 1 2.
2. Musk said Tesla is building a research chip fab in Texas aimed at cutting semiconductor development cycles from a year to about a month, with Terafab described as a volume-production facility. He also said digital superintelligence would add 20%–30% to the global economy, about $25T in output, excluding humanoid robots, and said AI-agent internet traffic has already surpassed human traffic, calling Cloudflare's forecast of 1,000x agent traffic in five years possibly too low 1 2 3 4.
3. NVIDIA highlighted work at a Brooklyn 6G summit where partners are applying its technology to future wireless communications, with Cindy Goh presenting demos and research and the company citing open-source tools supporting 6G research. NVIDIA AI also introduced Lyra 2.0, which turns a single image into an explorable 3D environment by combining video generation and 3D reconstruction along a user-specified camera path, reusing prior views and learning to correct accumulated visual errors so the world stays consistent when returning to familiar locations 1 2.