17:I[66739,["/_next/static/chunks/0.3dg.jzl0xwf.js?dpl=dpl_6rgLmP9cEoGQaJFkbQupH1c1WvHB","/_next/static/chunks/05hx6kuf6-oy4.js?dpl=dpl_6rgLmP9cEoGQaJFkbQupH1c1WvHB","/_next/static/chunks/0e~mn1op2jzz5.js?dpl=dpl_6rgLmP9cEoGQaJFkbQupH1c1WvHB","/_next/static/chunks/0juapqyy99ga..js?dpl=dpl_6rgLmP9cEoGQaJFkbQupH1c1WvHB","/_next/static/chunks/06ze19tienhj6.js?dpl=dpl_6rgLmP9cEoGQaJFkbQupH1c1WvHB","/_next/static/chunks/06dn~uer6.43l.js?dpl=dpl_6rgLmP9cEoGQaJFkbQupH1c1WvHB"],"default"] 19:I[38632,["/_next/static/chunks/0qqtp3r0h7kah.js?dpl=dpl_6rgLmP9cEoGQaJFkbQupH1c1WvHB","/_next/static/chunks/0iukvycbd42rl.js?dpl=dpl_6rgLmP9cEoGQaJFkbQupH1c1WvHB"],"IconMark"] 18:T4a5,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

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S&P 500 Constraints on Future AI IPOs

The Last AI

S&P 500 Constraints on Future AI IPOs