EPISODE · Feb 7, 2026 · 23 MIN
#46: DONE DEAL - SpaceX and xAI Merge. Up Next, SpaceX IPO in June. Plus Cerebras IPO Watch and Waymo
from Access IPOs Podcast · host Access IPOs
The xAI and SpaceX merger announcement sets the stage for a June 2026 SpaceX IPO. Craig highlights recent SpaceX valuation and revenue numbers, and previews what to expect from the SpaceX IPO in the coming months. In IPO radar news, we saw several positive IPOs this past week from Once Upon a Farm, Forgent Power Systems, and Bob's Discount Furniture. The Cerebras Series H triples its valuation, Waymo raises Waymo money, and Capital One acquires Brex. Access IPOs content is for informational purposes only and does not recommend that investors buy or sell any companies mentioned. Perform personalized due diligence and only invest with money you can afford to lose.(0:00) Intro(0:27) SpaceX + xAI Done Deal(1:43) Elon on Cheeky Pints(2:00) Data Centers in Space(2:33) SpaceX Valuation and Revenue(5:58) xAI Valuation(6:44) Tesla China Risk(7:42) SpaceX IPO: What's Next?(9:28) How to Invest in SpaceX(10:34) IPO Radar(11:02) IPOs this Week(11:45) Kraken IPO Delay?(12:00) Cerebras Series H(13:16) Cerebras IPO(14:16) Waymo Fundraise(17:11) Alphabet's Dominance(17:41) Waymo IPO or Spinoff?(18:23) Capital One Acquires Brex(20:23) Brex Lessons Learned(21:37) Ask(22:59) Outro
What this episode covers
The xAI and SpaceX merger announcement sets the stage for a June 2026 SpaceX IPO. Craig highlights recent SpaceX valuation and revenue numbers, and previews what to expect from the SpaceX IPO in the coming months. In IPO radar news, we saw several positive IPOs this past week from Once Upon a Farm, Forgent Power Systems, and Bob's Discount Furniture. The Cerebras Series H triples its valuation, Waymo raises Waymo money, and Capital One acquires Brex. Access IPOs content is for informational purposes only and does not recommend that investors buy or sell any companies mentioned. Perform personalized due diligence and only invest with money you can afford to lose.(0:00) Intro(0:27) SpaceX + xAI Done Deal(1:43) Elon on Cheeky Pints(2:00) Data Centers in Space(2:33) SpaceX Valuation and Revenue(5:58) xAI Valuation(6:44) Tesla China Risk(7:42) SpaceX IPO: What's Next?(9:28) How to Invest in SpaceX(10:34) IPO Radar(11:02) IPOs this Week(11:45) Kraken IPO Delay?(12:00) Cerebras Series H(13:16) Cerebras IPO(14:16) Waymo Fundraise(17:11) Alphabet's Dominance(17:41) Waymo IPO or Spinoff?(18:23) Capital One Acquires Brex(20:23) Brex Lessons Learned(21:37) Ask(22:59) Outro
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#46: DONE DEAL - SpaceX and xAI Merge. Up Next, SpaceX IPO in June. Plus Cerebras IPO Watch and Waymo
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