SpaceX’s 74-day IPO Implications for OpenAI, Anthropic, World Cup Ads, Bernie Sanders’ AI Plan
Episode Description
Ryan Spoon, President of Yahoo Media Group, talks with TITV Host Akash Pasricha about Cannes Lions, World Cup and prediction markets. We also talk with The Information's Cory Weinberg about SpaceX's 74-day IPO track and its balance sheet implications for OpenAI and Anthropic, and Yueqi Yang about Kalshi holding informal IPO talks after surpassing $2 billion in annualized revenue. Finally, we get into Bernie Sanders' new 50% AI equity tax proposal with our reporter Eli Rosenberg.
Articles discussed on this episode:
https://www.theinformation.com/articles/law-professor-behind-bernies-ai-sovereign-wealth-fund-idea
https://www.theinformation.com/articles/openais-light-balance-sheet-face-hard-look-ipo
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Chapters:
00:00 - Introduction
01:13 - Yahoo Media's Ryan Spoon on Cannes Lions & Live Sports
05:21 - Prediction Markets, Polymarket, and Kalshi Tactics
11:20 - SpaceX's Record 74-Day Confidential IPO Window
15:19 - OpenAI & Anthropic Off-Balance-Sheet Commitments
24:43 - Kalshi Crosses $2B Revenue, Explores Bank Talks
31:02 - Inside Bernie Sanders' $7T Sovereign AI Wealth Tax
36:25 - The UC Davis Law Professor Behind the AI Equity Plan