EPISODE · Jun 24, 2026 · 41 MIN

The Recall

from The Weight Update · host Kris Moore

The AI sector is becoming a regulated industry in real-time, but the IPO valuations assume it's still an unregulated growth industry. That mismatch is the structural finding of this cycle. Three confidential / public IPOs — Anthropic ($965B), OpenAI ($850B-$1T), SpaceX SPCX (past $2T) — under active regulatory disruption is historically unprecedented per closest-precedent analysis.

Episode metadata supplied by the publisher feed · Published Jun 24, 2026

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The Recall

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