In this episode, we break down the rumored SpaceX IPO and its potential implications for the AI industry, including the reported $60 billion acquisition of Cursor. We also examine the prospects for future IPOs from Anthropic and OpenAI, looking at each company's recent trajectory, competitive position, and long-term outlook.
Finally, we explore the growing AI public relations challenge: mounting skepticism around AI, the massive data center buildout underway, and whether advances in edge computing could leave the industry with more infrastructure than it ultimately needs.
Jun 18 202610 min