SpaceX IPO Date Talk + OpenAI Confidential Filing Rumors

Podcast: More or Less · Dave Morin, Jessica Lessin, Brit Morin, and Sam Lessin

Opublikowano: 2026-05-22

This week on More or Less, the crew unpacks IPO speculation around OpenAI and SpaceX, debates whether AI’s economics ultimately favor recurring API spend or owning infrastructure outright, questions if Google’s distribution advantage is enough to win the AI race despite muddled product execution, and wrestles with whether today’s AI valuations are driven by real fundamentals or pure mimetic momentum, alongside broader debates on broken AI user experience, data center concentration risk, agentic search killing SEO, and whether skilled trades like plumbing may ultimately prove more durable than many white-collar jobs in the AI era. ...