Money is Running Out for the Biggest IPOs in History

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DC bullish on SpaceX IPO, plans to participate

2026-06-03 · 5 company · 5 thematic

sentiment

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speakers

ejaaz

Co-host of Limitless Podcast (episode 210), a 4x/week show covering the frontier of AI and technology with a newsletter reaching hundreds of thousands. The podcast recently spun out as an independent entity.

josh kale

quote

“SpaceX is is most interesting. I've been a fan of them for as long as I can remember... when you consider what the future looks like in the case they succeed and when you consider what the team requirements need to look like, there's reall…”

—dc

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$ANTHROPICbullish· high· posejaaz

Ez most bullish on Anthropic IPO, plans to buy at offering

Anthropic's rapid revenue growth to $45B ARR, impending profitability, and enterprise traction with Claude Code make it the strongest of the three AI lab IPOs.

$SPCX···bearish· mediumjosh kale

Josh questions SpaceX revenue model ahead of IPO

SpaceX has not yet proven its revenue model for space-based AI data centers, making the IPO a 'trust me bro' bet without proof of concept.

$GOOGL···neutral· mediumjosh kale

Josh sees Google's $80B raise as desperate but Berkshire-backed

Google's $80B capital raise includes $30B for employee tax obligations, signaling desperation, but Berkshire Hathaway's $10B investment provides a positive signal given its track…

$ANTHROPICbullish· highjosh kale

Josh cites Anthropic's 500% net dollar retention as proof of real ROI

Fortune 10 companies are planning to spend 5x more on Anthropic's Claude Code due to massive ROI, demonstrating genuine demand that absorbs capex spend.

$SPCX···bullish· high· posdc

DC bullish on SpaceX IPO, plans to participate

SpaceX's team and progress from Falcon 1 to Starship represent a unique civilization-scale opportunity worth investing in at IPO despite high valuation.