@matthew_sigel
$SPCX signs $6.3B compute deal with AI startup Reflection; $150M/month through 2029 for capacity at Colossus 2 in Memphis. Reflection is America's open-source answer to Deepseek (model weights are open for researchers and developers, but training data and the full training process remain proprietary), founded in 2024 by two ex-Google DeepMind researchers and funded by NVDA among others. Recently shopping a $2.5B round at $25B valuation, per WSJ. Reflection's primary product is Asimov, a code-research agent designed to help engineering teams understand large, complex codebases rather than generate new code, based on the premise that ~70% of engineering time is spent reading existing systems, not writing new ones.