Tech IPOs Challenged by S&P 500 Rules

Tech IPOs Challenged by S&P 500 Rules

From The Elon Musk Update by The Elon Musk Update

June 5, 2026 · 13 min

About this episode

This episode discusses the implications of S&P 500 rules on SpaceX and other tech IPOs, along with Google's deal with SpaceX and enterprise AI spending trends.

In this episode, we examine the S&P 500's refusal to allow SpaceX's fast-track entry, which also impacts OpenAI and Anthropic’s IPO prospects. We also discuss Google's $920 million monthly deal with SpaceX for AI compute power and escalating enterprise spending on AI token budgets. Chapters 00:00 Introduction 00:16 S&P 500 Denies SpaceX Fast-Track 00:27 Google's Compute Deal with SpaceX 00:33 Enterprises Exceed AI Budgets 00:53 Brian Chesky's AI Lab 01:46 Investors in Competing AI Firms Show Links Get the top 80+ AI Models for $8.99 at AI Box: ⁠⁠https://aibox.ai How I Grow and Scale My Business with AI: https://www.skool.com/aihustle Get the AI Chat Daily Newsletter: https://www.aichatdaily.com/newsletter See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

People in this episode

Host: The Elon Musk Update

Topics covered

  • Tech IPOs
  • S&P 500
  • SpaceX
  • AI compute power
  • Enterprise spending
  • AI budgets

Keywords

  • S&P 500
  • SpaceX
  • OpenAI
  • Anthropic
  • Google
  • AI compute power
  • enterprise spending
  • AI budgets

Mentioned in this episode

Organizations: S&P 500, SpaceX, OpenAI, Anthropic, Google

Products: AI compute power

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