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

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.

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TIMESTAMPS…

The skinny

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