SpaceX, xAI merger valued at $1.25T. Could it IPO before OpenAI?
View original at finance.yahoo.comSpaceX, xAI merger valued at $1.25T. Could it IPO before OpenAI? Elon Musk has confirmed that his private space company SpaceX (SPAX.PVT) will merge with his private AI developer xAI (XAAI.PVT) ahead of SpaceX's IPO planned later this year…
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Anthropic will overtake OpenAI in revenue over the next couple of years
80% confidencexAI will see a big revenue ramp in 2026 into 2027
80% confidenceOpenAI does not have everything together to file for IPO soon
80% confidenceBuilding a data center in space costs a lot but the investment pays back in 3-4 years due to 24-hour solar energy and efficient cooling
80% confidenceSpaceX would go public by June 2025
80% confidenceAnthropic is already doing more revenue in the enterprise space than OpenAI
80% confidenceElon Musk was late to the AI game compared to Anthropic and OpenAI
80% confidenceSpaceX, Anthropic, and Databricks will grow substantially over 3-5 years unlike any other public company trading today
80% confidenceAI will generate many new businesses similar to how Uber and DoorDash emerged from the smartphone platform
80% confidenceSpaceX will merge with xAI ahead of SpaceX's IPO planned later this year
80% confidenceThe June 2025 IPO date may no longer be viable due to the merger complexity
80% confidenceSpaceX will definitely go public before OpenAI
80% confidenceIf anyone can build data centers in space, Elon Musk would be the first to do it
80% confidenceAnthropic will probably IPO before OpenAI
80% confidenceSmart institutional money is rotating out of the Mag Seven stocks into new AI companies
80% confidence
Data points we hold from this source
| Anthropic · revenue | 10 billion_USD |