40:I[185,["/_next/static/chunks/2ys9ev5m3_24i.js","/_next/static/chunks/0bk1pu_8e598k.js","/_next/static/chunks/42spz6paskvb6.js","/_next/static/chunks/178kgr5-cejk9.js","/_next/static/chunks/2rb7hbw702gwm.js","/_next/static/chunks/3jnlvw-emqotx.js"],"SendEmailButton"] 42:I[63625,["/_next/static/chunks/2ys9ev5m3_24i.js","/_next/static/chunks/0bk1pu_8e598k.js","/_next/static/chunks/42spz6paskvb6.js","/_next/static/chunks/178kgr5-cejk9.js","/_next/static/chunks/2rb7hbw702gwm.js","/_next/static/chunks/3jnlvw-emqotx.js"],"AddToLibraryButton"] 43:I[29721,["/_next/static/chunks/2ys9ev5m3_24i.js","/_next/static/chunks/0bk1pu_8e598k.js","/_next/static/chunks/42spz6paskvb6.js","/_next/static/chunks/178kgr5-cejk9.js","/_next/static/chunks/2rb7hbw702gwm.js","/_next/static/chunks/3jnlvw-emqotx.js"],"ShareButton"] 44:I[58016,["/_next/static/chunks/2ys9ev5m3_24i.js","/_next/static/chunks/0bk1pu_8e598k.js","/_next/static/chunks/42spz6paskvb6.js","/_next/static/chunks/178kgr5-cejk9.js","/_next/static/chunks/2rb7hbw702gwm.js","/_next/static/chunks/3jnlvw-emqotx.js"],"ProcessEpisodeButton"] 45:I[45269,["/_next/static/chunks/2ys9ev5m3_24i.js","/_next/static/chunks/0bk1pu_8e598k.js","/_next/static/chunks/42spz6paskvb6.js","/_next/static/chunks/178kgr5-cejk9.js","/_next/static/chunks/2rb7hbw702gwm.js","/_next/static/chunks/3jnlvw-emqotx.js"],"SignupCTA"] 3a:["$","div",null,{"className":"flex flex-wrap items-center gap-x-4 gap-y-1 font-mono text-[12px] uppercase tracking-[0.1em] text-[color:var(--fg-3)]","children":[["$","time",null,{"dateTime":"2026-06-05T21:23:09.000Z","children":"June 5, 2026"}],["$","span",null,{"aria-hidden":true,"children":"·"}],["$","span",null,{"children":"00:12:44"}],false]}] 41: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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