17:I[66739,["/_next/static/chunks/0.3dg.jzl0xwf.js?dpl=dpl_4UctCY4evcdgsrV4tMBfagioBUeS","/_next/static/chunks/0k1fch1vu4u1x.js?dpl=dpl_4UctCY4evcdgsrV4tMBfagioBUeS","/_next/static/chunks/13uh0osoyr409.js?dpl=dpl_4UctCY4evcdgsrV4tMBfagioBUeS","/_next/static/chunks/0juapqyy99ga..js?dpl=dpl_4UctCY4evcdgsrV4tMBfagioBUeS","/_next/static/chunks/0b~tpyyzrynhr.js?dpl=dpl_4UctCY4evcdgsrV4tMBfagioBUeS","/_next/static/chunks/1331nw5i_3lcb.js?dpl=dpl_4UctCY4evcdgsrV4tMBfagioBUeS"],"default"] 19:I[38632,["/_next/static/chunks/0qqtp3r0h7kah.js?dpl=dpl_4UctCY4evcdgsrV4tMBfagioBUeS","/_next/static/chunks/0iukvycbd42rl.js?dpl=dpl_4UctCY4evcdgsrV4tMBfagioBUeS"],"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

Show Links

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