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.------🌌 LIMITLESS HQ ⬇️NEWSLETTER:    https://limitlessft.substack.com/FOLLOW ON X:   https://x.com/LimitlessFTSPOTIFY:             https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQAPPLE:                 https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890RSS FEED:           https://limitlessft.substack.com/------TIMESTAMPS0:00 IPOs and AI Spending Surge1:30 SpaceX Leads the Filing Rush3:39 Index Rules Bend for IPOs7:13 Anthropic’s Explosive Growth12:24 Google Raises War Chest17:52 OpenAI Joins the Race19:26 Physical Limits on AI Buildout22:54 Robotics and Orbital Data Centers23:30 Which IPOs Excite Them Most26:36 Closing Thoughts and Wrap-Up------RESOURCESJosh: https://x.com/JoshKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures⁠