SpaceX $2T IPO ?!? 🚀 Shield AI = next Anduril 🛩️ Shri Bhashyam Sydecar grows to $4B SPVs | Ep29

SpaceX just filed its confidential IPO prospectus — and prediction markets say it will be June 3rd, Elon's birthday, during a rare 6-planet alignment. Anthropic is on a generational heater — Opus 4.6, Cowork, enterprise momentum — while OpenAI cuts Sora and kills the Disney deal trying to find focus. Prediction markets now say Anthropic IPOs first, 60/40 chance.In Episode 29 of Trading Places, Dave McClure and Aman Verjee reshuffle the Private Mag7 – Anthropic jumps, OpenAI slides. Shield AI breaks into the conversation after closing at a $12.7B valuationJeff Bezos announces a $100B AI manufacturing fund — and Dave says it's 100% getting raised, probably oversubscribed.The Meta/YouTube social media addiction verdict that spooked the entire tech sector.Plus a deep dive with Shri Bhashyam, COO of Sydecar, on how SPVs are becoming a permanent part of every investor's toolkit — and why layered SPVs aren't always the villain people think they are.Timestamps:00:00 — cold open00:49 — [ tech and vc news ]00:49 — #7 of private Mag702:21 — Iran war end when03:35 — Why June for SpaceX IPO05:34 — First to go public: Anthropic or OpenAI10:23 — Bezos seeks $100B14:02 — Meta & YouTube found liable19:12 — Ex-Kalshi launch 5cc21:27 — [ intvw: Shri Bhashyam @ Sydecar]21:52 — Forge ➡️ EquityZen24:22 — SPV secondaries vs primaries29:04 — Trajectory to $4B AUA41:40 — SPV fee structure warning51:05 — DEAL act to set privates free54:50 — [ valuation corner: Shield AI @ $12.7B ] 55:59 — Shield AI marvel story56:40 — What Shield AI does57:41 — Anduril playbook1:01:04 — Future of defense tech1:02:02 — second takes[ links: ][ invest = https://practicalvc.com ][ trading places socials = www.linktr.ee/tradingplacespod ][ aman verjee = / aman-verjee | https://x.com/amanverjee ][ dave mcclure = / davemcclure | https://x.com/davemcclure ][ shri bhashyam = / davemcclure | https://x.com/ShriBhashyam ]