US China Secret Cold War Escalates Over AI, Iran & More

SpaceX Just Pulled Off the Most Dangerous IPO Trick Ever

SpaceX had a huge IPO day, pricing at $135, opening at $150, and jumping more than 25% to a $2 trillion valuation, pushing Elon Musk to trillionaire status and netting banks about $500 million in fees. Except what if this rally is driven almost entirely by hype and financial engineering over fundamentals and long-term value? CHAPTERS 00:00 SpaceX IPO Pops 00:47 Trillionaire Musk Moment 01:49 Hype Versus Fundamentals 02:40 Self Dealing Concerns 03:29 Merger And Data Center News 04:33 Google and Anthropic Entanglements 05:19 Index Funds Rigged Rules 06:50 Lockups Rebalancing Risks 08:30 IPOs Underperform Long Term 09:14 Operational And Market Headwinds 10:05 AI Price War Fallout 11:41 Closing And Sign Off IF YOU LIKED THIS, WATCH: → AI Pricing is Fake and Its About to Get Real: https://youtu.be/zeCv41Gvr8o → Why SpaceX is Not Worth Trillions Even If Retail Investors Think So: https://youtu.be/N3YWf7hWk5A → Anthropic IPO Spells Trouble for OpenAI: https://youtu.be/bz5fsLTSUiU SOURCES & FURTHER READING * CNBC SpaceX Charts: https://www.cnbc.com/2026/06/12/spacex-ipo-spcx-live-updates.html * SpaceX Live Coverage: https://finance.yahoo.com/quote/SPCX/ * SpaceX COO Says SpaceX Will Merge with Tesla: https://www.cnbc.com/2026/06/12/spacex-coo-shotwell-tesla-deal-makes-elons-life-a-little-easier.html * SpaceX Rented Out Computing After Own Teams Had Trouble Using It: https://www.bloomberg.com/news/articles/2026-06-12/spacex-rented-out-computing-after-own-teams-had-trouble-using-it * Anthropic & Google AI Compute Deals: https://finance.yahoo.com/markets/stocks/articles/spacex-signs-920m-monthly-cloud-091359441.html * AI Price War is Here Piling On Pressure on OpenAI & Anthropic and AI Sector: https://www.wsj.com/tech/ai/the-ai-price-war-is-here-piling-pressure-on-openai-and-anthropic-86e1d21b? #SpaceX #IPO #ElonMusk #Tesla #Nasdaq #AI #Anthropic #Markets #Investing FOLLOW GOOD REVENUE ON YOUTUBE! Or wherever you get your podcasts: * YouTube: https://www.youtube.com/channel/UCHrhuWbpYnUwrR75H2Ip4yQ [https://www.youtube.com/channel/UCHrhuWbpYnUwrR75H2Ip4yQ]  * Spotify: https://open.spotify.com/show/44me6PABSQ0k0GfphM70au [https://open.spotify.com/show/44me6PABSQ0k0GfphM70au] * Apple Podcast: https://podcasts.apple.com/us/podcast/good-revenue/id1707461473 [https://podcasts.apple.com/us/podcast/good-revenue/id1707461473]  ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

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. CHAPTERS 00:00 OpenAI Confidentially Files for IPO 01:18 OpenAI's Valuation vs. Anthropic's 01:52 OpenAI's Financial Challenges 02:55 Anthropic's B2B Market Dominance 03:31 OpenAI's Third Phase Goals 05:49 SpaceX IPO and Fundraising Goal 08:23 Google's Strategic Investment in SpaceX 11:25 Google's Agentic Search and Compute Demand 16:09 S&P 500 Maintains Profitability Rule for IPOs 18:00 Fidelity Lowers Threshold for SpaceX IPO Investment 21:19 Historical IPO Performance for Investors IF 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/jcQXINZLj70 SOURCES & FURTHER READING SpaceX 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-trading OpenAI 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-openai IPO 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_pos5 AI 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.pdf AI 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-answers FOLLOW GOOD REVENUE ON YOUTUBE! Or wherever you get your podcasts: * YouTube: https://www.youtube.com/channel/UCHrhuWbpYnUwrR75H2Ip4yQ [https://www.youtube.com/channel/UCHrhuWbpYnUwrR75H2Ip4yQ]  * Spotify: https://open.spotify.com/show/44me6PABSQ0k0GfphM70au [https://open.spotify.com/show/44me6PABSQ0k0GfphM70au] * Apple Podcast: https://podcasts.apple.com/us/podcast/good-revenue/id1707461473 [https://podcasts.apple.com/us/podcast/good-revenue/id1707461473]  ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

Cancer Crisis Hitting Young People Meets Its Match?

American Cancer Society data reveals a growing health crisis with cancer in young people becoming more prevalent, especially in individuals under 50. This alarming trend could be curtailed by three new breakthroughs may change what treatment looks like entirely. We break it down in our special series: One Good Thing. CHAPTERS 00:00 Cancer rates rising in people under 50 01:20 GLP-1 drugs and cancer progression 03:38 Tumor-eradicating injection trial results 05:00 The invisibility cloak smart drug explained 06:03 Why these breakthroughs matter 07:24 Wrap up and resources IF YOU LIKED THIS, WATCH: → Ozempic Just Got Cheap Enough to Change the Entire World: https://youtu.be/1n08OaP7KOU SOURCES & FURTHER READING Cancer Trends and Rising Rates * Cancer Deaths Fall but Diagnoses Rise in Women Under 65 Key 2025 Data Explained: https://pressroom.cancer.org/2025CancerFactsandFigures * Why Cancer Is Increasing in Young Adults Major Risk Factors and Theories: https://www.mskcc.org/news/why-is-cancer-rising-among-young-adults * Global Cancer Rates in Younger Populations What the Latest BMJ Oncology Study Reveals: https://bmjoncology.bmj.com/content/2/1/e000049#DC1 Emerging Causes and Risk Factors * New Research Identifies Potential Drivers Behind Early Onset Cancer Surge: https://www.sciencedaily.com/releases/2026/01/260124003811.htm Breakthrough Cancer Treatments and Therapies * Experimental Cancer Vaccine Shows Ability to Eliminate Tumors in Clinical Trial: https://www.theguardian.com/science/2026/may/30/cancer-jab-can-eradicate-entire-tumours-in-patients-trial-shows * Smart Cancer Drug Uses Cell Cloaking Mechanism to Shrink Tumors in Early Trials: https://www.theguardian.com/society/2026/jun/01/cancer-smart-drug-cells-invisibility-cloak-shrink-tumours-trial Weight Loss Drugs and Cancer Impact * Popular Weight Loss Medications Linked to Potential Cancer Slowing Effects: https://www.wsj.com/health/pharma/popular-weight-loss-drugs-may-have-surprising-side-effect-stalling-cancer-dec90596?mod=hp_lead_pos3 FOLLOW GOOD REVENUE ON YOUTUBE! Or wherever you get your podcasts: * YouTube: https://www.youtube.com/channel/UCHrhuWbpYnUwrR75H2Ip4yQ [https://www.youtube.com/channel/UCHrhuWbpYnUwrR75H2Ip4yQ]  * Spotify: https://open.spotify.com/show/44me6PABSQ0k0GfphM70au [https://open.spotify.com/show/44me6PABSQ0k0GfphM70au] * Apple Podcast: https://podcasts.apple.com/us/podcast/good-revenue/id1707461473 [https://podcasts.apple.com/us/podcast/good-revenue/id1707461473]  ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

SpaceX Only Worth $750 Billion, Not $1.7 Trillion

Morningstar just cut SpaceX's valuation nearly in half. SpaceX & Elon Musk are undaunted, forcing a fixed price for shares instead of acknowledging real investor demand, or the lack thereof. Because the real secret is that index investors are already strapped in for a very bumpy ride on a corporate conglomerate with no oversight and precious little revenue. We break down what's really happening with SpaceX, and what it might mean for public markets. CHAPTERS 00:00 SpaceX IPO overview and Morningstar's valuation cut 01:17 Target raise, share price, and retail allocation 03:33 Banker fees and Morningstar's buy timing warning 04:23 Revenue breakdown: Starlink, rockets, and xAI losses 05:07 How index funds may force SpaceX onto passive investors 07:10 IPO market capacity and Scott Galloway on the chump train 09:25 Dual-class voting and Musk's perpetual control 10:40 No independent board mandate 11:11 The three business units analyzed 13:28 The weirder S-1 details: Mars bonus, Bitcoin, Cybertrucks, orbital data centers 16:09 Starlink satellite lifespan and depreciation risk 17:10 The quiet period Musk is ignoring and the Anthropic compute deald IF YOU LIKED THIS, WATCH: → Anthropic Kicks Off IPO Process: https://youtu.be/bz5fsLTSUiU → Ferrari Fail, EV Win: https://youtu.be/6sw-5mSt-Oo → SpaceX Highjacks Your 401K: https://youtu.be/Cu2uxh6noc8 SOURCES & FURTHER READING S 1 Filing Financials and Key Takeaways * Full SpaceX S 1 filing breakdown risks revenue and disclosures: https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm * Biggest revelations from the SpaceX IPO filing investors should watch: https://www.wsj.com/business/spacex-ipo-takeaways-cea33689?mod=WTRN_pos5 * SpaceX financial charts explained revenue growth margins and cash flow: https://pitchbook.com/news/articles/6-charts-spacexs-s-1-financials? SpaceX IPO Valuation and Pricing * SpaceX IPO valuation drops nearly 48 percent what investors need to know now: https://www.morningstar.com/stocks/spacex-what-investors-need-know-about-its-enormous-upcoming-ipo * SpaceX lowers IPO valuation again signaling shifting investor demand: https://finance.yahoo.com/markets/stocks/articles/spacex-just-lowered-ipo-valuation-112600361.html * SpaceX plans IPO price at 135 per share targeting massive 75 billion raise: https://www.reuters.com/business/media-telecom/spacex-plans-raise-75-billion-ipo-135-per-share-source-says-2026-06-03/ IPO Mechanics Fees and Market Structure * SpaceX pushes to slash 500 million banker fees ahead of IPO: https://www.bloomberg.com/news/articles/2026-06-02/spacex-ipo-spacex-wants-fee-cut-from-ipo-bankers-chasing-500-million-windfall * Inside the chaotic SpaceX IPO process and what happens next: https://www.wsj.com/finance/stocks/spacex-ipo-process-preparation-69f97465? * Nasdaq 100 rule changes explained and why megacaps like SpaceX matter: https://indexes.nasdaqomx.com/docs/2026_May_NDX_Changes_FAQ.pdf * Who benefits if SP 500 rules change for mega cap companies: https://www.morningstar.com/news/marketwatch/20260506170/heres-who-benefits-if-the-sp-500-eases-its-rules-for-megacap-companies Strategy Competition and Market Position * SpaceX rocket dominance gives it an edge over AI rivals in IPO race: https://www.wsj.com/tech/ai/spacexs-rocket-monopoly-gives-it-an-edge-over-openai-in-the-ipo-race-7d8fe513? * Skeptic concerns grow as Musk statements diverge from IPO filing: https://www.cnbc.com/2026/05/29/spacex-skeptics-concerned-as-musk-comments-diverge-from-ipo-filing.html * Tesla SpaceX merger chatter returns as IPO approaches: https://www.cnbc.com/2026/05/26/spacex-tesla-merger-chatter-reignites-as-musk-rocket-company-nears-ipo.html * Elon Musk comments on SpaceX IPO strategy and future plans: https://x.com/elonmusk/status/2059880289514696927?s=20 FOLLOW GOOD REVENUE ON YOUTUBE! Or wherever you get your podcasts: * YouTube: https://www.youtube.com/channel/UCHrhuWbpYnUwrR75H2Ip4yQ [https://www.youtube.com/channel/UCHrhuWbpYnUwrR75H2Ip4yQ]  * Spotify: https://open.spotify.com/show/44me6PABSQ0k0GfphM70au [https://open.spotify.com/show/44me6PABSQ0k0GfphM70au] * Apple Podcast: https://podcasts.apple.com/us/podcast/good-revenue/id1707461473 [https://podcasts.apple.com/us/podcast/good-revenue/id1707461473]  ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

Anthropic IPO Might Crush OpenAI (And SpaceX?)

Anthropic just confidentially filed its S1, and the most expensive IPO race is officially on. Three companies chasing trillion-dollar valuations at once, a surprise $500M AI bill that nearly broke a CFO, and the Nasdaq rule change forcing index funds into unprofitable AI startups within 15 days of listing. We break down why it matters to you and to the economy. CHAPTERS 00:00 Anthropic files its S1 00:44 Valuation and fundraising targets 01:32 Is this the largest IPO ever 02:12 Can public markets absorb three mega IPOs 03:04 Anthropic vs OpenAI narrative and business strength 04:28 Retail investors and the Nasdaq rule change 05:33 Sam Altman's IPO timeline and OpenAI struggles 07:13 Which company goes public first wins the market 08:26 Questions about Anthropic's revenue and governance 10:24 The AI business model problem 10:57 Token costs are exploding for enterprise customers 12:12 Enterprise ROI doubts and Uber's candid assessment 14:16 The zombie unicorn problem and what it signals 16:16 Wrap and Friday SpaceX episode preview IF YOU LIKED THIS, WATCH: → SpaceX Nasdaq Fix https://youtu.be/Cu2uxh6noc8 [https://youtu.be/Cu2uxh6noc8]  → Anthropic Hits $965B Valuation https://youtu.be/7FM0DL_It3A [https://youtu.be/7FM0DL_It3A]  → OpenAI IPO Race Gets Scrambled https://youtu.be/PVDw6b4tb5w [https://youtu.be/PVDw6b4tb5w]  SOURCES & FURTHER READING AI IPOs Confidential Filings And SEC Process * How confidential S 1 filings work for AI companies going public: https://www.anthropic.com/news/confidential-draft-s1-sec [https://www.anthropic.com/news/confidential-draft-s1-sec]  * SEC draft registration statement process explained for IPO filings: https://www.sec.gov/about/divisions-offices/division-corporation-finance/draft-registration-statement-processing-procedures-expanded [https://www.sec.gov/about/divisions-offices/division-corporation-finance/draft-registration-statement-processing-procedures-expanded] AI Costs ROI And Enterprise Spending Crisis * AI spending surge raises ROI concerns across enterprises: https://www.axios.com/2026/05/28/ai-spending-roi-enterprise-costs [https://www.axios.com/2026/05/28/ai-spending-roi-enterprise-costs]  * Company reportedly spends 500 million on Claude AI with uncertain returns: https://finance.yahoo.com/sectors/technology/articles/company-blew-500m-claude-ai-173519468.html [https://finance.yahoo.com/sectors/technology/articles/company-blew-500m-claude-ai-173519468.html]  * AI cost crisis hits tech giants as token usage explodes with agentic AI: 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 [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]  AI Valuations Strategy And Industry Signals * AI startup valuations compared to pre ChatGPT era trends: https://www.cnbc.com/2026/06/01/ai-startup-valuations-pre-chatgpt.html [https://www.cnbc.com/2026/06/01/ai-startup-valuations-pre-chatgpt.html]  * Microsoft CEO signals major shift in AI strategy and workforce direction: https://www.thestreet.com/technology/microsoft-ceo-sends-shocking-message-to-employees [https://www.thestreet.com/technology/microsoft-ceo-sends-shocking-message-to-employees]  * Eric Ries on building durable mission driven AI companies including Anthropic: https://www.youtube.com/watch?v=PoJ1vTdHpks [https://www.youtube.com/watch?v=PoJ1vTdHpks]  SpaceX Financials And Market Benchmarks * SpaceX S 1 financial charts reveal growth profitability and scale: https://pitchbook.com/news/articles/6-charts-spacexs-s-1-financials? [https://pitchbook.com/news/articles/6-charts-spacexs-s-1-financials?]  FOLLOW GOOD REVENUE ON YOUTUBE! Or wherever you get your podcasts: * YouTube: https://www.youtube.com/channel/UCHrhuWbpYnUwrR75H2Ip4yQ [https://www.youtube.com/channel/UCHrhuWbpYnUwrR75H2Ip4yQ]  * Spotify: https://open.spotify.com/show/44me6PABSQ0k0GfphM70au [https://open.spotify.com/show/44me6PABSQ0k0GfphM70au] * Apple Podcast: https://podcasts.apple.com/us/podcast/good-revenue/id1707461473 [https://podcasts.apple.com/us/podcast/good-revenue/id1707461473]  ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.