SpaceX's Record IPO, Apple's WWDC, and the Robots Are Driving Now

This episode covers one of the most consequential weeks in recent tech history: SpaceX's record-breaking IPO, Apple's WWDC 2026 keynote, a wave of AI agent launches, the accelerating robotaxi race in London, new developments in EV infrastructure, two significant cybersecurity breaches, and a pivotal moment for Xbox as it turns 25. Alex and Jordan work through the details behind SpaceX's $135-per-share pricing and $75 billion raise — examining the three hard-tech bets embedded in that valuation, the opacity facing SPV investors, and why India's last-minute Starlink freeze matters to the growth narrative. They then turn to Apple's WWDC 2026, where Siri received a significant AI overhaul alongside iOS 27 and watchOS 27, and where Tim Cook presided over what appears to be his final keynote before John Ternus steps into that role. - SpaceX IPO: The largest in recorded history at $75 billion raised, with questions remaining about SPV investor transparency and whether the valuation holds under scrutiny of its three core bets. - Apple WWDC 2026: Siri's AI revamp headlines a packed keynote, but the deeper question is whether Apple is catching up to competitors or staking out a genuinely new direction. - Autonomous vehicles: Waymo, Uber, and Wayve are converging on London while Waymo's new $29.99 Premier loyalty program suggests the company is making a long-term consumer brand play. - Cybersecurity: ShinyHunters breached Oracle PeopleSoft servers at more than 100 organizations, and hackers exploited Microsoft's own open source GitHub repositories to target AI developers — a pointed reminder about supply chain risk. - Xbox at 25: A translucent green anniversary console arrives alongside a restructuring memo and warnings of layoffs, capturing the tension between nostalgia and an uncertain business model reset. Also covered: Coinbase and DoorDash debut autonomous AI agents, GM bets on sodium-ion batteries and vehicle-to-grid technology for AI data center power demands, and Rivian begins R2 deliveries at $58,000. 📣 We Want to Hear from You! - 📝 Submit a question