AI Daily: Musk recasts SpaceX vision, prioritizing AI over Mars goal

Catch up on the top artificial intelligence news and commentary by Wall Street analysts on publicly traded companies in the space with this daily recap compiled by The Fly.

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INTEGRATION WITH CLAUDE: StubHub (STUB) announced an integration that lets fans discover and browse live events inside Claude, Anthropic’s AI assistant. “The integration connects Claude users to StubHub’s global catalog of live events with up-to-the-minute pricing and seat-level availability,” the company stated.

PERSONALIZED RECOMMENDATIONS: Spotify (SPOT) stated in a post to its blog, “Whether you’re relaxing at home or on the go, Spotify is there across more than 2,000 devices, ready with your favorites or something new to discover. Now, Spotify is available somewhere new: inside Claude. Starting today, Spotify users can connect their account to Claude for personalized recommendations based on their taste and listening history. The recommendations come from Spotify’s personalization technology and deep catalog expertise.”

CHATGPT FOR CLINICIANS: OpenAI stated, “We’re introducing ChatGPT for Clinicians, a version of ChatGPT designed to support clinical tasks like documentation and medical research so clinicians can focus on delivering high-quality patient care. We’re making it free for any verified physician, NP, PA, or pharmacist, starting in the U.S.” Shares of Doximity (DOCS) traded down following the announcement.

SPACEX SHIFT: While SpaceX’s original goal was to reach Mars, Elon Musk has begun to de-emphasize this, instead shifting the company’s focus to AI and other moonshots, Ryan Mac of The New York Times reports. Recently, SpaceX entered a deal with AI start-up Cursor, which may result in SpaceX acquiring the company for $60B. Additionally, Musk has proposed other moonshots to drive attention and investment to SpaceX.

GPT-5.5: OpenAI is releasing GPT-5.5, the company’s “smartest and most intuitive to use model yet, and the next step toward a new way of getting work done on a computer,” it said. “GPT-5.5 understands what you’re trying to do faster and can carry more of the work itself. It excels at writing and debugging code, researching online, analyzing data, creating documents and spreadsheets, operating software, and moving across tools until a task is finished… The gains are especially strong in agentic coding, computer use, knowledge work, and early scientific research-areas where progress depends on reasoning across context and taking action over time… We are releasing GPT-5.5 with our strongest set of safeguards to date, designed to reduce misuse while preserving access for beneficial work. We evaluated this model across our full suite of safety and preparedness frameworks, worked with internal and external redteamers, added targeted testing for advanced cybersecurity and biology capabilities, and collected feedback on real use cases from nearly 200 trusted early-access partners before release,” the company added. Today, GPT-5.5 is rolling out to Plus, Pro, Business, and Enterprise users in ChatGPT and Codex, and GPT-5.5 Pro is rolling out to Pro, Business, and Enterprise users in ChatGPT. OpenAI says it will bring GPT-5.5 and GPT-5.5 Pro to the API very soon.

AGREEMENT WITH NVIDIA: Oklo (OKLO) and Los Alamos National Laboratory, LANL, announced an agreement with Nvidia (NVDA) to advance critical nuclear infrastructure, AI-enabled research, and nuclear fuel R&D at Los Alamos. The collaboration is intended to combine advanced nuclear power, AI, digital twins, modeling, and simulation to support critical infrastructure development and accelerate the deployment of nuclear energy. “This agreement brings together reactor deployment, high-performance compute, and world-class fuel and materials science expertise” said Oklo co-founder and CEO Jacob DeWitte. “We believe this will advance our plutonium-bearing fuel work on Oklo’s Pluto reactor, which was selected under DOE’s Reactor Pilot Program, and help bring resilient power in support of the Genesis Mission.”