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Alex Gove

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

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
Anthropic's Valuation Creeps Ever Higher

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May 12, 2026

Anthropic's Valuation Creeps Ever Higher

Anthropic is now raising at a $950B valuation, Jensen Huang finds a seat on Air Force One, and pet elevators

Alex Gove
Connie Loizos
Alex Gove, +1
Google Stops Hackers from Using AI to Exploit a Zero-Day Vulnerability

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May 12, 2026

Google Stops Hackers from Using AI to Exploit a Zero-Day Vulnerability

Hackers are starting to use the most advanced AI tools, Anthropic outlaws many secondary stock purchases, and "dining completists"

Alex Gove
Connie Loizos
Alex Gove, +1
Intel's Stock Jumps on New Apple Deal

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May 8, 2026

Intel's Stock Jumps on New Apple Deal

Intel's rapid rise continues, a two-month-old AI startup seeks a $4 billion valuation, and a phone charger powered by a hamster

Alex Gove
Connie Loizos
Alex Gove, +1
Cloudflare's Stock Plummets after Announcing an AI-Driven RIF

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May 7, 2026

Cloudflare's Stock Plummets after Announcing an AI-Driven RIF

Cloudflare is punished after announcing a new AI-inspired operating model, Jeff Bezos takes a step back from Slate Auto, and MS Paint-style doodles

Alex Gove
Connie Loizos
Alex Gove, +1
DeepSeek Closes in on a $50B Valuation

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May 6, 2026

DeepSeek Closes in on a $50B Valuation

DeepSeek's first raise is shaping up nicely, Anthropic is buying a massive amount of compute from SpaceX, and a principal dunks on a student

Alex Gove
Connie Loizos
Alex Gove, +1
Anthropic Bets Big on Google

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May 5, 2026

Anthropic Bets Big on Google

Anthropic could spend as much as $200B on Google's cloud ecosystem, Coinbase plans to cut 14% of its headcount, and anti-Instagram cocktails

Alex Gove
Connie Loizos
Alex Gove, +1
GameStop's CEO Struggles to Explain His eBay Offer

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May 4, 2026

GameStop's CEO Struggles to Explain His eBay Offer

GameStop's eBay bid does not add up, Amazon takes on UPS and FedEx, and Jeff Bezos is unloading his $500 million superyacht

Alex Gove
Connie Loizos
Alex Gove, +1
GameStop Wants to Buy eBay

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May 1, 2026

GameStop Wants to Buy eBay

GameStop prepares to bid on eBay, Shivon Zilis emerges as a pivotal figure in Musk v. OpenAI, and Peter Parker's new friend is a chatbot

Alex Gove
Connie Loizos
Alex Gove, +1
Anthropic Tells Investors They Have 48 Hours to Commit to $50B Round

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Apr 30, 2026

Anthropic Tells Investors They Have 48 Hours to Commit to $50B Round

Anthropic sets ambitious timeline for its new round, Legora lands a big new round, and Palantir is now selling $239 chore coats

Alex Gove
Connie Loizos
Alex Gove, +1
Anthropic Weighs Raising a Round at a $900B+ Valuation

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Apr 29, 2026

Anthropic Weighs Raising a Round at a $900B+ Valuation

Anthropic could soon become the world's most valuable AI startup, Elon Musk has a tough day in court, and U.S. hockey fans sing "O Canada"

Alex Gove
Connie Loizos
Alex Gove, +1
OpenAI Claps Back at Reports That It's Missing Its Numbers

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Apr 28, 2026

OpenAI Claps Back at Reports That It's Missing Its Numbers

OpenAI insists it's on track and "firing on all cylinders," a judge tells Elon Musk and Sam Altman to cool it, and "niche riche" is in

Alex Gove
Connie Loizos
Alex Gove, +1
OpenAI and Microsoft Make Nice

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Apr 27, 2026

OpenAI and Microsoft Make Nice

OpenAI and Microsoft reach an agreement on several thorny issues, Sergey Brin becomes more politically active, and an Adidas "supershoe"

Alex Gove
Connie Loizos
Alex Gove, +1
Google Invests $40B in Anthropic

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Apr 24, 2026

Google Invests $40B in Anthropic

Google backs Anthropic with cash and compute, Oracle's data center ambitions are straining the debt markets, and an AI hack for criminals

Alex Gove
Connie Loizos
Alex Gove, +1
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