Wait to Buy, Why 3 Mega IPOs Could Crash Markets

SpaceX prices its IPO Friday at $135 per share. OpenAI just filed confidentially to go public, and its numbers are weaker than Anthropic's by almost every measure. Anthropic leads enterprise AI with 40% market share versus OpenAI's 27%. And the Nasdaq 100 bent its rules to let these companies in fast, whether index fund holders want them or not. Here is what the IPO races mean for your money.CHAPTERS00:00 OpenAI Confidentially Files for IPO01:18 OpenAI's Valuation vs. Anthropic's01:52 OpenAI's Financial Challenges02:55 Anthropic's B2B Market Dominance03:31 OpenAI's Third Phase Goals05:49 SpaceX IPO and Fundraising Goal08:23 Google's Strategic Investment in SpaceX11:25 Google's Agentic Search and Compute Demand16:09 S&P 500 Maintains Profitability Rule for IPOs18:00 Fidelity Lowers Threshold for SpaceX IPO Investment21:19 Historical IPO Performance for InvestorsIF YOU LIKED THIS, WATCH:→ SpaceX S-1 Is a Mess: https://youtu.be/N3YWf7hWk5A→ Will $725 Billion in NEW AI Spending Actually Pay Off? https://youtu.be/jcQXINZLj70SOURCES & FURTHER READINGSpaceX IPO and Market Structure* S&P Dow Jones Megacap Index Changes and What They Signal for Market Concentration: https://www.spglobal.com/spdji/en/documents/indexnews/announcements/20260604-1483731/1483731_spdji-us-indices-megacaps-results-20260604.pdf* SpaceX IPO Explained What Investors Need to Know About Potential Public Offering: https://www.fidelity.com/learning-center/trading-investing/spacex-ipo-explained* How SpaceX Tiered Lockup Structure Could Shape Post IPO Stock Performance: https://global.morningstar.com/en-nd/stocks/how-spacexs-tiered-lockup-aims-help-post-ipo-tradingOpenAI and Next Wave of IPOs* OpenAI Confidential S 1 Filing Signals Potential IPO and What It Means for AI Markets: https://openai.com/index/openai-submits-confidential-s-1/* OpenAI’s IPO Roadshow Pitch: https://openai.com/index/built-to-benefit-everyone-our-plan/* OpenAI Financials and Growth Outlook Deep Dive Into 2026 AI Leader Trajectory: https://pitchbook.com/news/reports/q2-2026-an-eye-on-openaiIPO Market Trends and Data* IPO Market Data and Long Term Returns What History Says About New Listings Performance: https://site.warrington.ufl.edu/ritter/ipo-data/* Why Only a Few IPOs Win and What Investors Should Know Before Buying New Listings: https://www.wsj.com/finance/stocks/for-a-select-few-ipos-are-winners-good-luck-to-everyone-else-222e7782?mod=hp_lead_pos5AI Costs and Infrastructure Pressure* AI Cost Crisis Explained Why Agentic AI Uses 1000x More Compute and Impacts Big Tech: https://www.tomshardware.com/tech-industry/artificial-intelligence/ai-cost-crisis-hits-tech-giants-as-employee-tokenmaxxing-backfires-agentic-ai-eats-up-to-1000x-more-tokens-than-standard-ai-sparks-corporate-pullback-at-microsoft-meta-and-amazon* Google and SpaceX Cloud Deal Breakdown What the 920 Million Monthly AI Compute Agreement Means: https://www.cnbc.com/2026/06/05/google-to-pay-spacex-920-million-a-month-for-xai-compute-capacity.html* SpaceX Signs Major Cloud Deal With Google to Power Next Generation AI Infrastructure: https://www.reuters.com/business/media-telecom/spacex-signs-cloud-deal-with-google-2026-06-05/* We’re Not On Track for AGI: https://aaai.org/wp-content/uploads/2025/03/AAAI-2025-PresPanel-Report-Digital-3.7.25.pdfAI Search and Agentic Web Shift* Google Search Goes Agentic and What It Means for the Future of SEO and Content Discovery: https://www.wired.com/story/google-search-goes-agentic-and-doesnt-need-you-anymore/* How Search Indexing Is Evolving From Ranking Pages to Powering AI Answers: https://blogs.bing.com/search/May-2026/Evolving-role-of-the-index-From-ranking-pages-to-supporting-answersFOLLOW GOOD REVENUEYouTube: https://www.youtube.com/channel/UCHrhuWbpYnUwrR75H2Ip4yQ Spotify: https://open.spotify.com/show/44me6PABSQ0k0GfphM70auApple Podcast: https://podcasts.apple.com/us/podcast/good-revenue/id1707461473  Hosted on Acast. See acast.com/privacy for more information.