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40 briefings · “dea”
The largest IPO in history gives Elon Musk's rocket company a win, and signals how massive the next OpenAI and Anthropic deals could be.
A $30 billion implied arrangement reshapes who supplies AI muscle, and how tech boards think about capacity and concentration.
A massive Google-SpaceX compute deal lands just a week before SpaceX’s IPO, signaling demand and leverage shifts in space infrastructure.
SpaceX wants to raise up to $75bn at $135 a share, but critics say the fixed-price deal may leave buyers overpaying before book building even starts.
