Silicon Valley IPO Summer 2026: SpaceX, Anthropic, OpenAI Explained

About this episode

The episode discusses the AI IPO boom and its implications for Silicon Valley, featuring a debate on AI agents and a live reaction to an Instagram hack.

Brit subs in for Jess as Sam and Dave unpack the AI IPO boom, including SpaceX, Anthropic, and Cerebras, debate whether AI agents can actually replace employees, and react live to the discovery that Slow’s @slow Instagram account was stolen through a Meta AI support exploit. The conversation spans OpenClaw’s enterprise push, recent AI funding rounds, the AI wrapper debate, and Sam’s latest investing thesis that startup pitches should look more like movie trailers than decks, before ending with a pop culture corner into Taylor Swift, AI-generated podcasts for kids, and the future of TBPN after the OpenAI deal. Chapters : 02:53 AI IPO Season: SpaceX, Anthropic & Cerebras 05:29 Narrative Capitalism: Storing Value in Stories 11:34 What the AI IPO Wave Means for Silicon Valley 15:02 Microsoft Build: OpenClaw Goes Enterprise 17:38 Would You Trade Your Employee for an AI Agent? 25:19 LIVE: Slow Ventures’ Instagram Gets Hacked via Meta AI 30:04 Are AI Harnesses Just Fancy PDFs? 31:49 Recent AI Raises & the SaaS Comeback 33:01 The New Pitch: Movie Trailers Over Decks 41:17 AI-Generated Podcasts, Voice Cloning & Consumer AI 42:54 TBPN Update: Post-OpenAI Deal We’re also on ↓ X…

People in this episode

Hosts: Sam Lessin, Dave Morin

Guest: Brit Morin

Topics covered

• AI IPO boom
• Silicon Valley
• AI agents
• Instagram hack
• AI funding
• startup pitches
• pop culture

Keywords

• AI IPO
• SpaceX
• Anthropic
• Cerebras
• Instagram hack
• OpenAI
• AI funding
• startup pitches
• Taylor Swift
• pop culture

Mentioned in this episode

Organizations: SpaceX, Anthropic, Cerebras, OpenAI, Meta, Microsoft, TBPN

Products: OpenClaw

More episodes of More or Less

• Apple’s New Siri, SpaceX’s $300B IPO & the AI Company Killing Its Own Brand · June 12, 2026 · 44 min
• Did Anthropic Use the Pope as a Marketing Stunt? Ft. Amir Efrati · May 29, 2026 · 50 min
• SpaceX IPO Date Talk + OpenAI Confidential Filing Rumors · May 22, 2026 · 52 min
• Google's AI-First Laptop, Meta's Spy Games, AI Monks in Middle America · May 15, 2026 · 46 min
• Why the Met Gala Hates Tech, Elon vs OpenAI Drama, and the Rise of Chinese AI Models · May 8, 2026 · 59 min
• Elon Musk vs OpenAI Trial, Google Cloud Surge, Meta’s Blocked Acquisition, Anthropic Winning · May 1, 2026 · 1h 1m