TheBitCast

Silicon Valley IPO Summer 2026: SpaceX, Anthropic, OpenAI Explained

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

Opublikowano: 2026-06-05

Brit subs in for Jess as Sam and Dave unpack the AI IPO boom, including SpaceX, Anthropic, and Cerebras, debate whether AI agents can actually replace employees, and react live to the discovery that Slow’s @slow Instagram account was stolen through a Meta AI support exploit. The conversation spans OpenClaw’s enterprise push, recent AI funding rounds, the AI wrapper debate, and Sam’s latest investing thesis that startup pitches should look more like movie trailers than decks, before ending with a pop culture corner into Taylor Swift, AI-generated podcasts for kids, and the future of TBPN after the Op...