Reading up on ipo
6 deep · digging since jan 22
- Mega I.P.O. Frenzy Could Be a Harbinger of a Stock Bubble
Market enthusiasm for tech IPOs is driving stock prices to unsustainable levels, signaling a potential bubble that investors should approach with caution.
- SpaceX Is About to Be in Your 401(k) Whether You Like It or Not
Nasdaq and other index providers are changing eligibility rules so that SpaceX will be added to major stock indexes after its upcoming IPO, forcing inclusion in 401(k) index funds regardless of investor preference.
- Musings on Markets: Revisiting the SpaceX Valuation: A Post-Prospectus Update!
A finance professor updates his SpaceX valuation to $1.3 trillion after the IPO prospectus reveals heavy AI investment, dual-class control, and risky governance.
- Anthropic Files to Go Public, Setting Stage for Huge I.P.O.
Anthropic filed for an IPO, competing with OpenAI to go public, driven by explosive growth from its AI code-writing technology.
- The SpaceX IPO and Data Centers in Space – Stratechery by Ben Thompson
SpaceX's $2T IPO lacks financial justification, but data centers in space for agentic AI inference could make the valuation plausible.
- Why Elon Musk Is Racing to Take SpaceX Public - WSJ
SpaceX, long resistant to an IPO, now races to go public to fund orbiting AI data centers and help Musk's xAI compete with OpenAI.
