Sources: Anthropic has fielded multiple offers from VCs valuing the company at as much as $800B in recent weeks; it was valued at $380B in February

Max Weinbach / @mweinbach: iMessage is great for agents because you get connectivity literally anywhere with satellites Imagine texting your agent in the middle of the ocean via satellites. Offline access is starting to matter way less... $AMZN buying Globalstar and merging it with its satellite business called Leo is a strategic AI robotics play IMO. When we have AI humanoid robots, a key problem will be connectivity, as these humanoids will be doing different tasks all over the world, where connectivity might be an issue. Ground networks might also be unstable and congested if we have millions of robots. Having a satellite layer as backup or primary connectivity will be really valuable, since you can offer a stable service (and "uptime") that few others can.