Anthropic — which filed confidentially for an IPO two weeks ago — got 90 minutes' notice late last week before a U.S. export order pulled its two most capable models offline, and by Monday more than 80 cybersecurity leaders were publicly asking the White House to reverse it. Meanwhile SpaceX finished its debut at a different altitude: up another 19.6% Monday, a market value above $2.5 trillion, and a raise that grew to $85.7 billion after underwriters exercised the greenshoe.