42:I[185,["/_next/static/chunks/0sxns9k8ywops.js","/_next/static/chunks/11fk-1ie3w6mp.js","/_next/static/chunks/1uc4qdk4uj22c.js","/_next/static/chunks/0jvahffpql9nd.js","/_next/static/chunks/0agcep-t686m_.js","/_next/static/chunks/2_mrasy1s2owt.js","/_next/static/chunks/1nsk8jrr9fqe6.js"],"SendEmailButton"] 44:I[63625,["/_next/static/chunks/0sxns9k8ywops.js","/_next/static/chunks/11fk-1ie3w6mp.js","/_next/static/chunks/1uc4qdk4uj22c.js","/_next/static/chunks/0jvahffpql9nd.js","/_next/static/chunks/0agcep-t686m_.js","/_next/static/chunks/2_mrasy1s2owt.js","/_next/static/chunks/1nsk8jrr9fqe6.js"],"AddToLibraryButton"] 45:I[29721,["/_next/static/chunks/0sxns9k8ywops.js","/_next/static/chunks/11fk-1ie3w6mp.js","/_next/static/chunks/1uc4qdk4uj22c.js","/_next/static/chunks/0jvahffpql9nd.js","/_next/static/chunks/0agcep-t686m_.js","/_next/static/chunks/2_mrasy1s2owt.js","/_next/static/chunks/1nsk8jrr9fqe6.js"],"ShareButton"] 46:I[58016,["/_next/static/chunks/0sxns9k8ywops.js","/_next/static/chunks/11fk-1ie3w6mp.js","/_next/static/chunks/1uc4qdk4uj22c.js","/_next/static/chunks/0jvahffpql9nd.js","/_next/static/chunks/0agcep-t686m_.js","/_next/static/chunks/2_mrasy1s2owt.js","/_next/static/chunks/1nsk8jrr9fqe6.js"],"ProcessEpisodeButton"] 47:I[45269,["/_next/static/chunks/0sxns9k8ywops.js","/_next/static/chunks/11fk-1ie3w6mp.js","/_next/static/chunks/1uc4qdk4uj22c.js","/_next/static/chunks/0jvahffpql9nd.js","/_next/static/chunks/0agcep-t686m_.js","/_next/static/chunks/2_mrasy1s2owt.js","/_next/static/chunks/1nsk8jrr9fqe6.js"],"SignupCTA"] 3a:["$","time",null,{"dateTime":"2026-06-05T21:12:23.000Z","children":"June 5, 2026"}] 3b:["$","span",null,{"aria-hidden":true,"children":"·"}] 3c:["$","span",null,{"children":"00:12:44"}] 43: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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