17:I[66739,["/_next/static/chunks/0.3dg.jzl0xwf.js?dpl=dpl_Hst3gh7MhZkzS6iaknkgT6LpsCH8","/_next/static/chunks/0skdv12y78fnh.js?dpl=dpl_Hst3gh7MhZkzS6iaknkgT6LpsCH8","/_next/static/chunks/10dnvbzcepzg2.js?dpl=dpl_Hst3gh7MhZkzS6iaknkgT6LpsCH8","/_next/static/chunks/0w-9dtq49e_fk.js?dpl=dpl_Hst3gh7MhZkzS6iaknkgT6LpsCH8","/_next/static/chunks/1331nw5i_3lcb.js?dpl=dpl_Hst3gh7MhZkzS6iaknkgT6LpsCH8","/_next/static/chunks/053zyoym-_i67.js?dpl=dpl_Hst3gh7MhZkzS6iaknkgT6LpsCH8"],"default"] 19:I[38632,["/_next/static/chunks/0qqtp3r0h7kah.js?dpl=dpl_Hst3gh7MhZkzS6iaknkgT6LpsCH8","/_next/static/chunks/0iukvycbd42rl.js?dpl=dpl_Hst3gh7MhZkzS6iaknkgT6LpsCH8"],"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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S&P 500's Impact on Future AI IPOs

AI Space

S&P 500's Impact on Future AI IPOs