SpaceX, OpenAI, and Anthropic IPOs: AI's Reckoning

About this episode

The episode discusses the upcoming IPOs of SpaceX, OpenAI, and Anthropic, highlighting the implications for AI capital spending and market dynamics.

SpaceX, OpenAI, and Anthropic have all filed for their upcoming IPOs. This speaks pretty heavily to the scale of projectedAI capital spending. We also cover changing index rules, the size of the raises compared with past market cycles, and Anthropic’s revenue growth and business case. ------ 🌌 LIMITLESS HQ ⬇️ NEWSLETTER: https://limitlessft.substack.com/ FOLLOW ON X: https://x.com/LimitlessFT SPOTIFY: https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQ APPLE: https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890 RSS FEED: https://limitlessft.substack.com/ ------ TIMESTAMPS 0:00 IPOs and AI Spending Surge 1:30 SpaceX Leads the Filing Rush 3:39 Index Rules Bend for IPOs 7:13 Anthropic’s Explosive Growth 12:24 Google Raises War Chest 17:52 OpenAI Joins the Race 19:26 Physical Limits on AI Buildout 22:54 Robotics and Orbital Data Centers 23:30 Which IPOs Excite Them Most 26:36 Closing Thoughts and Wrap-Up ------ RESOURCES Josh: https://x.com/JoshKale Ejaaz: https://x.com/cryptopunk7213 ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠

Topics covered

• IPO
• AI spending
• market cycles
• revenue growth
• index rules
• robotics
• data centers

Keywords

• IPO
• AI
• SpaceX
• OpenAI
• Anthropic
• market cycles
• revenue growth
• index rules
• robotics
• data centers

Mentioned in this episode

Organizations: SpaceX, OpenAI, Anthropic, Google

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