Wait to Buy, Why 3 Mega IPOs Could Crash Markets

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 * 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, And New Good News

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 * 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 * 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 * 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.

Ferrari's EV Bet Looks Smarter Than You Think

Ferrari launched its first EV and car lovers + the internet are deeply unimpressed. This is bad news for Ferrari in the short term, but new data shows Ferrari was spot on to tackle the fast growing electric vehicle market. Global EV sales hit 20 million in 2025, on track for half a billion cars within a decade. Meanwhile the Strait of Hormuz blockade is draining global strategic reserves. Could it push buyers in the US, the world’s 2nd largest auto market, toward electric after all? CHAPTERS 00:00 Ferrari Luce launch and the internet's reaction 01:32 The Azzurro La Plata color choice and design comparisons 02:47 Ferrari stock drops 8% and fan sentiment 03:39 Why Ferrari made this move 14 global EV market data 05:00 IEA: 20 million EVs sold globally in 2025 05:50 China dominates, Europe surges, U.S. lags 07:27 Ford's $19B EV write-off and Ford Energy spinout 08:14 Cox Automotive: U.S. EV sales down 27% in 2026 09:06 Strait of Hormuz blockade and oil price crisis 10:49 Strategic reserves running out by mid-July 12:00 How sustained high gas prices could shift U.S. EV buying 13:35 The 1970s oil crisis parallel 13:57 IEA projects 510 million EVs by 2035 IF YOU LIKED THIS, WATCH: → Autos Have to Choose Between Military and China: https://youtu.be/uvOGcIjL1_I [https://youtu.be/uvOGcIjL1_I] → Global Oil Reserves Are Running Dry, Next Crisis Here? https://youtu.be/L7JKxr_lvP4 [https://youtu.be/L7JKxr_lvP4]  SOURCES & FURTHER READING Ferrari Electric Future and Backlash * Ferrari Luce Electric Supercar Official Reveal Features Specs and Design: https://www.ferrari.com/en-EN/auto/ferrari-luce [https://www.ferrari.com/en-EN/auto/ferrari-luce]  * Why Ferrari Fans Are Divided Over the New Luce EV Strategy and Brand Shift: https://www.theguardian.com/environment/2026/may/27/why-ferrari-backlash-electric-car-luce [https://www.theguardian.com/environment/2026/may/27/why-ferrari-backlash-electric-car-luce]  EV Market Trends and Sales Decline * US EV Sales Drop in 2025 What the Latest Q1 2026 Data Signals for the Industry: https://www.coxautoinc.com/insights/q1-2026-ev-sales-report-commentary/ [https://www.coxautoinc.com/insights/q1-2026-ev-sales-report-commentary/] Global Energy and Oil Market Pressures * When the Next Crude Oil Crisis Could Hit Timing Risks and Economic Impact Explained: https://www.brookings.edu/articles/the-timing-of-the-impending-crude-crisis/ [https://www.brookings.edu/articles/the-timing-of-the-impending-crude-crisis/]  * How Long Iran Can Sustain Economic Pressure Under US Sanctions and Oil Constraints: https://www.wsj.com/world/middle-east/how-long-can-iran-withstand-the-economic-pain-of-the-u-s-blockade-c2427624 [https://www.wsj.com/world/middle-east/how-long-can-iran-withstand-the-economic-pain-of-the-u-s-blockade-c2427624]  Global EV Outlook and Future Adoption * Global EV Outlook 2026 Key Trends Growth Forecasts and Adoption Insights: https://www.iea.org/reports/global-ev-outlook-2026/executive-summary [https://www.iea.org/reports/global-ev-outlook-2026/executive-summary]  FOLLOW GOOD REVENUE * 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.