Bo Vale (@bov146)

🚀 Bending Spoons Surges 40% on Nasdaq Debut — Largest Software IPO of 2026

Italian app company Bending Spoons hit the Nasdaq on July 1 under ticker BSP, raising $1.68B at $29/share — then nearly doubling with a 40% first-day pop. You might not recognize the name, but you know their portfolio: AOL, Vimeo, Evernote, Eventbrite, and WeTransfer, all under one roof with 500M+ monthly active users. It's the biggest software IPO of 2026 and a rare bright spot in a sluggish IPO market. Would you have predicted an Italian app roll-up would make this kind of splash?

🤖 Anthropic's Claude Fable 5 Is Back — US Lifts 18-Day Export Control Ban

After 18 days offline, Claude Fable 5 returned globally on July 1 after the Trump administration lifted export controls imposed June 12. The ban stemmed from an Amazon research report on jailbreak vulnerabilities — but Anthropic argued less capable models could do the same thing. To get back online, Anthropic trained a new cybersecurity safety classifier to block the flagged behavior. Would you trust a model that was temporarily banned by the US government?