41:I[185,["/_next/static/chunks/3xnt26d00_zk-.js","/_next/static/chunks/0gtn0si1crxii.js","/_next/static/chunks/42spz6paskvb6.js","/_next/static/chunks/06x30xgfe6iur.js","/_next/static/chunks/1pfyc3q3c61jb.js","/_next/static/chunks/35-gbipsuw5b6.js"],"SendEmailButton"] 43:I[63625,["/_next/static/chunks/3xnt26d00_zk-.js","/_next/static/chunks/0gtn0si1crxii.js","/_next/static/chunks/42spz6paskvb6.js","/_next/static/chunks/06x30xgfe6iur.js","/_next/static/chunks/1pfyc3q3c61jb.js","/_next/static/chunks/35-gbipsuw5b6.js"],"AddToLibraryButton"] 44:I[29721,["/_next/static/chunks/3xnt26d00_zk-.js","/_next/static/chunks/0gtn0si1crxii.js","/_next/static/chunks/42spz6paskvb6.js","/_next/static/chunks/06x30xgfe6iur.js","/_next/static/chunks/1pfyc3q3c61jb.js","/_next/static/chunks/35-gbipsuw5b6.js"],"ShareButton"] 45:I[58016,["/_next/static/chunks/3xnt26d00_zk-.js","/_next/static/chunks/0gtn0si1crxii.js","/_next/static/chunks/42spz6paskvb6.js","/_next/static/chunks/06x30xgfe6iur.js","/_next/static/chunks/1pfyc3q3c61jb.js","/_next/static/chunks/35-gbipsuw5b6.js"],"ProcessEpisodeButton"] 46:I[45269,["/_next/static/chunks/3xnt26d00_zk-.js","/_next/static/chunks/0gtn0si1crxii.js","/_next/static/chunks/42spz6paskvb6.js","/_next/static/chunks/06x30xgfe6iur.js","/_next/static/chunks/1pfyc3q3c61jb.js","/_next/static/chunks/35-gbipsuw5b6.js"],"SignupCTA"] 3a:["$","h1",null,{"className":"max-w-[22ch] font-display text-[clamp(32px,4.5vw,48px)] font-medium leading-[1.05] tracking-[-0.02em] text-[color:var(--fg-1)] text-balance","children":"Challenges for AI IPOs in S&P 500"}] 3b:["$","div",null,{"className":"flex flex-wrap items-center gap-x-4 gap-y-1 font-mono text-[12px] uppercase tracking-[0.1em] text-[color:var(--fg-3)]","children":[["$","time",null,{"dateTime":"2026-06-05T21:12:03.000Z","children":"June 5, 2026"}],["$","span",null,{"aria-hidden":true,"children":"·"}],["$","span",null,{"children":"00:12:44"}],false]}] 42: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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