Some Math Problems, Arsenal-2, Porsche Mission S | Walter Russell Mead, Kat Cole, Tarek Alaruri, Tyler Niday, Scott Morton, Josiah Meyer, Aarush Selvan

AI capability gains are now spiking unevenly—dominating verifiable domains like math/code while infrastructure financing and software moats face parallel disruption.

• OpenAI's math blitz: OpenAI reportedly solved hundreds of previously unsolved math problems (press cites ~722 manuscripts), days after Navier-Stokes and Hodge conjecture claims, sparking debate over whether this is narrow RLVR-driven progress (per Francois Chollet) or a step toward general superintelligence.
• SpaceX's $40B NVIDIA-linked debt raise: SpaceX is raising ~$10B in bank loans and $30B in investment-grade debt (Apollo leading, PIMCO involved) to fund chip purchases, using a reportedly two-page investor memo.

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