#56: Three MASSIVE IPOs | SpaceX — Anthropic — OpenAI
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#56: Three MASSIVE IPOs | SpaceX — Anthropic — OpenAI
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Three upcoming IPOs are elbowing other deals out of the spotlight: SpaceX IPO, Anthropic IPO, and the OpenAI IPO.
Craig unpacks why these deals are so disruptive, and highlights a few deals that could sneak in before the big ones.
In IPO Radar news, Flock Safety's new fundraise, Slate Auto's Series C, and Vercel and Supabase are secondary beneficiaries of the vibe coding revolution.
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(0:00) Intro
(0:40) The Big 3 IPOs
(1:34) The Vacuum of SpaceX
(2:45) Cerebras IPO
(3:51) Upcoming IPOs
(7:55) SpaceX IPO Update
(13:49) My SpaceX IPO Strategy
(14:43) Anthropic IPO Update
(16:21) AI Pubic Sentiment
(18:05) Anthropic Revenue Growth
(20:53) OpenAI IPO Update
(22:32) OpenAI TBPN
(24:02) IPO Radar News
(24:24) Flock Safety Raise
(26:52) Slate Auto Series C
29.18 Vibe Coding Reverberations
(30:02) Vercel IPO Potential
(31:51) Supabase Fundraise
(33:47) Next Up