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Alex Gove

Former journalist, VC, and operating exec. Contact me with tips at alex [at] strictlyvc.com.

Apple Says It Will Jack Up Prices Due to AI Demand for Memory and Storage Chips

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Jun 17, 2026

Apple Says It Will Jack Up Prices Due to AI Demand for Memory and Storage Chips

Apple plans to increase prices to offset rising costs, Elon Musk could soon merge SpaceX with Tesla, and nannying to the 1%

Alex Gove
Connie Loizos
Alex Gove, +1
SpaceX Buys Cursor for $60B in Stock

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Jun 16, 2026

SpaceX Buys Cursor for $60B in Stock

SpaceX snaps up Cursor, OpenAI is spending like there's no tomorrow, and Snap's Specs are a lot to take in

Alex Gove
Connie Loizos
Alex Gove, +1
Anthropic Struggles to Resolve Mythos Suspension

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Jun 15, 2026

Anthropic Struggles to Resolve Mythos Suspension

Anthropic's issues with the White House rattle the AI industry, SpaceX soars 20%, and a psychology professor digs into dad jokes

Alex Gove
Connie Loizos
Alex Gove, +1
The U.S. Orders Anthropic to Shut Off Access to Mythos

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Jun 12, 2026

The U.S. Orders Anthropic to Shut Off Access to Mythos

Anthropic is ordered to pull Mythos from the market, Elon Musk becomes a trillionaire, and beware of berry-obsessed kids

Alex Gove
Connie Loizos
Alex Gove, +1
SpaceX's IPO Is a Done Deal

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Jun 11, 2026

SpaceX's IPO Is a Done Deal

SpaceX goes public tomorrow, a former Andreessen Horowitz GP takes aim at Silicon Valley's lobbying efforts, and you have no idea what a trillion dollars is

Alex Gove
Connie Loizos
Alex Gove, +1
OpenAI Prepares for a Price War with Anthropic

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Jun 10, 2026

OpenAI Prepares for a Price War with Anthropic

OpenAI considers cutting its prices to put pressure on Anthropic, SpaceX's offering is almost 4x oversubscribed, and an engineer uses Whoop to create a meeting-stress leaderboard

Alex Gove
Connie Loizos
Alex Gove, +1
Anthropic Unleashes a Version of Mythos

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Jun 9, 2026

Anthropic Unleashes a Version of Mythos

Anthropic claims its latest model is safe, Kalshi demands to know more about its users, and strange things real estate agents have had to hide

Alex Gove
Connie Loizos
Alex Gove, +1
OpenAI Files (Not So) Confidentially to Go Public

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Jun 8, 2026

OpenAI Files (Not So) Confidentially to Go Public

OpenAI sets a showdown with Anthropic in the public markets, Mercor's Brendan Foody calls out Sequoia, and the rise of PE Guy

Alex Gove
Connie Loizos
Alex Gove, +1
Trump Floats "Partnership" with Major AI Companies

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Jun 6, 2026

Trump Floats "Partnership" with Major AI Companies

The President is considering taking stakes in AI companies like OpenAI, founders share their VC war stories, and Brits cling to their preflight pints

Alex Gove
Connie Loizos
Alex Gove, +1
Anthropic Urges Its Competitors to Hit the Pause Button

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Jun 4, 2026

Anthropic Urges Its Competitors to Hit the Pause Button

Anthropic warns about the dangers of recursive self-improvement, Mira Murati is back, and a Chihuahua-dachshund mix takes the internet by storm

Alex Gove
Connie Loizos
Alex Gove, +1
Meta Struggles to Be Relevant in AI

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Jun 3, 2026

Meta Struggles to Be Relevant in AI

Meta delays access to its AI model yet again, Alphabet raises $85 billion to ramp up its AI efforts, and arugula goes viral

Alex Gove
Connie Loizos
Alex Gove, +1
SpaceX Aims for a $1.75B Valuation, with Pricing Set for June 11th

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Jun 2, 2026

SpaceX Aims for a $1.75B Valuation, with Pricing Set for June 11th

SpaceX's IPO is only 10 days away from liftoff, America’s AI data-center buildout is lagging, and "loneliness influencers" attract a crowd

Alex Gove
Connie Loizos
Alex Gove, +1
Anthropic Files to Go Public

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Jun 1, 2026

Anthropic Files to Go Public

Anthropic beats OpenAI to the IPO filing gates, Nvidia moves into consumer PCs, and flesh-eating bacteria hits the Hamptons

Alex Gove
Connie Loizos
Alex Gove, +1
SpaceX and Dell Score Massive Government Contracts

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May 29, 2026

SpaceX and Dell Score Massive Government Contracts

SpaceX and Dell land billions in defense dollars, Peter Thiel heads to Argentina, and finally, a job that AI can't steal: "ranchbassador"

Alex Gove
Connie Loizos
Alex Gove, +1
Bezos's New Glenn Rocket Blows Up on Launchpad

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May 28, 2026

Bezos's New Glenn Rocket Blows Up on Launchpad

Blue Origin loses ground in its competition with SpaceX, Anthropic is now the world's most valuable AI startup, and how to sleep in a coyote's head

Alex Gove
Connie Loizos
Alex Gove, +1
Google Employee Charged with Polymarket Fraud

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May 27, 2026

Google Employee Charged with Polymarket Fraud

A Google engineer faces charges for illegal bets on Polymarket, Robinhood lets investors use AI agents to trade stocks, and an “Apocalypse Early Warning System”

Alex Gove
Connie Loizos
Alex Gove, +1
SpaceX Spars with the Pentagon

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May 26, 2026

SpaceX Spars with the Pentagon

SpaceX flexes its military muscles, Jony Ive's new Ferrari lays an egg, and a layoff-themed radio station at Meta

Alex Gove
Connie Loizos
Alex Gove, +1
The White House Places New Restrictions on H1-Bs

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May 22, 2026

The White House Places New Restrictions on H1-Bs

Temporary visa holders face new hurdles, AI hits a cost wall, and a fond farewell to Stephen Colbert

Alex Gove
Connie Loizos
Alex Gove, +1
OpenAI Is ThisClose to Filing

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May 21, 2026

OpenAI Is ThisClose to Filing

OpenAI may be about to confidentially file for an IPO, the White House bets $2 billion on nine quantum computing companies, and a Sydney swimmer takes center stage

Alex Gove
Connie Loizos
Alex Gove, +1
SpaceX's S-1 Shoots the Moon

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May 20, 2026

SpaceX's S-1 Shoots the Moon

SpaceX files its S-1, OpenAI may be plotting a September IPO, and fibermaxxing to the max

Alex Gove
Connie Loizos
Alex Gove, +1
Google Redefines Search Again

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May 19, 2026

Google Redefines Search Again

Google's new products embrace agents, SpaceX's S-1 could drop tomorrow, and Almodovar's new movie earns a standing o in Cannes

Alex Gove
Connie Loizos
Alex Gove, +1
Elon Musk Loses Case Against OpenAI

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May 18, 2026

Elon Musk Loses Case Against OpenAI

A jury finds Musk waited too long to sue OpenAI, Strategy now controls more than 4% of Bitcoin's total supply, and how to behave on a flight

Alex Gove
Connie Loizos
Alex Gove, +1
SpaceX Accelerates Its IPO Timeline

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May 15, 2026

SpaceX Accelerates Its IPO Timeline

SpaceX targets a June 10th IPO, General Catalyst calls out Andreessen Horowitz, and Strike Force Five discovers wikiFeet

Alex Gove
Connie Loizos
Alex Gove, +1
Cerebras Surges 68% in Its Market Debut

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May 14, 2026

Cerebras Surges 68% in Its Market Debut

Cerebras's IPO did not disappoint, OpenAI may sue Apple, and Waymos invade an Atlanta cul-de-sac

Alex Gove
Connie Loizos
Alex Gove, +1
Cerebras's Public Offering Kicks Off the First of Many Mega AI IPOs

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May 13, 2026

Cerebras's Public Offering Kicks Off the First of Many Mega AI IPOs

Cerebras now boasts a $56B valuation, Anduril raises a $5B round, and please steer clear of "drunk" deer

Alex Gove
Connie Loizos
Alex Gove, +1
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