AI capex crowding and industrial reuse

Instagram is giving you some control over your algorithm. Is Instacart using algorithmic pricing? SpaceX thinks it will be worth $1.5 trillion. Has DeepSeek been smuggling chips? And what if your startup’s side-hustle can plug into the AI CAPEX bonanza?

• Instagram Will Start Letting You Pick What Shows Up in Your Reels (Wired)
• Same Product, Same Store, but on Instacart, Prices Might Differ (NYTimes)
• SpaceX to Pursue 2026 IPO Raising Far Above $30 Billion (Bloomberg)
• DeepSeek is Using Banned Nvidia Chips in Race to Build Next Model (The Information)
• Boom Supersonic raises $300M to build natural gas turbines for Crusoe data centers (TechCrunch)

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