IPO Season ft. SpaceX, Anthropic, & OpenAI

IPO Season ft. SpaceX, Anthropic, & OpenAI

SpaceX is roadshowing this week at a $1.77 trillion valuation.Anthropic just raised at $965 billion. OpenAI at $852 billion.600 current and former OpenAI employees have already sold $6.6 billion in company stock through secondary markets ahead of the IPO. Bank of America is calling this a large-scale transfer of accumulated risk from early investors to the public market.Three companies. Over $240 billion being raised combined. The entire US IPO market raised $45 billion in all of 2025. Who is this actually good for?

The Data Center Debate

Communities across America are demanding moratoriums on data centers.Kevin O'Leary is backing a 40,000-acre project in drought-stricken Utah. When residents pushed back on water and environmental concerns, he said the protesters were "bused in" and suggested China was behind the opposition. Meanwhile, @nvidia [https://x.com/nvidia] just launched chips for orbital data centers in space. And is also helping put mini data centers on the side of people's houses.In 2025 alone, local opposition delayed or cancelled data center projects totaling $156 billion. Is the pushback legitimate or is it slowing down the infrastructure America actually needs to stay competitive? Are giant centralized facilities even the right model anymore?

AI is Killing Jobs

Meta is tracking every click and keystroke its employees make to train the AI replacing them. While cutting 8,000 jobs during its fastest revenue growth in five years.Oracle made workers train their own replacements. Then clawed back their unvested stock on the way out.Coinbase fired people for not adopting AI fast enough. Then cancelled 6,000 open roles it planned to hire.882 tech jobs are disappearing every single day in 2026.And the billionaires building the technology want the government to send everyone a check.Is that a safety net or a distraction from who actually owns the robots?

Europe vs. USA

The US vs Europe debate has taken over X.Wages, healthcare, work culture, quality of life, where to build a company. Everyone has a take and most of them are incomplete.We are bringing together founders, investors, and operators who have actually lived and built on both sides to work through the real question: where do you actually belong in 2026?

Is Bitcoin Still Bitcoin?

Bitcoin 2026 just wrapped in Las Vegas.The sitting FBI Director. The Acting Attorney General. White House crypto advisors. All on stage celebrating Bitcoin.Meanwhile, back home, the community is fighting over whether to freeze Satoshi's coins, fork the network, and rewrite the rules of a system that was built so nobody could rewrite the rules.Something has shifted. And not everyone thinks it's in the right direction.