The SpaceX IPO is done, with SPCX priced and traded up about 20% on Friday, a little over $2.1 trillion, leaving two mega-AI IPOs still scheduled this year. Anthropic's 'Blip 2.0' involves the US Government firing Anthropic's latest models, Mythos and the just-released Fable 5, on Friday night, explicitly carving out restrictions for non-US parties. This came on warnings from Anthropic's earliest equity ($13+ billion) and distribution partner, Amazon, whose CEO Andy Jassy flagged jailbreak risks to the Treasury Secretary, and landed days after founder/CEO Dario Amodei's AI-safety warnings. The event is described as a US government defense department waging a 'holy, anti-woke war' with Anthropic, buying time for China and scaring global partners in Canada and Europe away from relying on the US for the latest tech. It is also a boost for open source AI models from China, and introduces new 'Risk Factors' in Anthropic's and OpenAI's confidential S-1 ahead of their anticipated mega-AI IPOs this year.