Predicting the SpaceX, OpenAI, and Anthropic IPOs — With Dick Costolo
Big Technology Podcast
05/27/26
•56m
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Dick Costolo is the ex-CEO of Twitter and managing partner at 01 Advisors. Costolo joins Big Technology Podcast to look ahead to the SpaceX, OpenAI, and Anthropic IPOs, looking at whether the offerings will be successful, who should go first, how the companies differ, and where the capital will come from. Tune in for the second half where we discuss the state of Meta, Costolo's Twitter memories, and Silicon Valley's 'Permanent Underclass.' Tune in for a fun, in-depth discussion of the most important pending business event in decades.
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Previous Episode
Join us for the Big Technology AI Summit on June, 18, 2026. Get your tickets here: summit.bigtechnology.com.... Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) OpenAI's revenue numbers come out ahead of its potential IPO filing 2) Why is OpenAI considering going public now? 3) Is OpenAI trying to IPO ahead of Anthropic? 4) Is the Iran War accelerating the timeline of these fundraisings? 5) What would the top of the AI boom look like? 6) SpaceX files for an IPO 7) Are datacenters in space a myth? 8) Eric Schmidt gets booed at a college commencement 9) Meta's mass layoff 10) Meta's keystroke tracking rationale 11) Marc Andreessen says AI won't file a HR complaint
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Next Episode
Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Companies are reconsidering their AI spend after token consumption explodes 2) Is this a widespread issue or a big deal made out of a few companies? 3) The bigger problem: only 18% of tokens are spent on things that ship. 4) Are investment decisions being made due to unrestrained tokenmaxxing? 5) The circular investment problem is real 6) A look at the memory chip boom 7) Anthropic passes OpenAI as the world's most valuable startup 8) Robinhood let's your favorite chatbot trade for you 9) Should you connect your gmail to ChatGPT? 10) Would you get your house cleaned for free if the cleaner videotaped it for training data?
Join us for the Big Technology AI Summit: https://summit.bigtechnology.com
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Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice.
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