# Future of AI IPOs Under S&P 500 Rules Page: https://stenobird.com/podcast/ai-investing-for-the-ai-investor-5807024/future-of-ai-ipos-under-s-p-500-rules Text version: https://stenobird.com/podcast/ai-investing-for-the-ai-investor-5807024/future-of-ai-ipos-under-s-p-500-rules.md Podcast: [AI Investing: for the AI Investor](https://stenobird.com/podcast/ai-investing-for-the-ai-investor-5807024) Published: 2026-06-05T21:11:30+00:00 Episode link: https://rss.com/podcasts/ai-investing/2890920 Audio file: https://content.rss.com/episodes/365089/2890920/ai-investing/2026_06_05_21_06_37_a5a75fff-3530-41f8-b76d-c3d7ed19822b.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/ai-investing-for-the-ai-investor-5807024/episodes/future-of-ai-ipos-under-s-p-500-rules Duration seconds: 793 ## Resource In this episode, we examine the S&P 500's refusal to allow SpaceX's fast-track entry, which also impacts OpenAI and Anthropic’s IPO prospects. We also discuss Google's $920 million monthly deal with SpaceX for AI compute power and escalating enterprise spending on AI token budgets. Chapters 00:00 Introduction 00:16 S&P 500 Denies SpaceX Fast-Track 00:27 Google's Compute Deal with SpaceX 00:33 Enterprises Exceed AI Budgets 00:53 Brian Chesky's AI Lab 01:46 Investors in Competing AI Firms Show Links Get the top 80+ AI Models for $8.99 at AI Box: ⁠⁠https://aibox.ai How I Grow and Scale My Business with AI: https://www.skool.com/aihustle Get the AI Chat Daily Newsletter: https://www.aichatdaily.com/newsletter ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/ai-investing-for-the-ai-investor-5807024/episodes/future-of-ai-ipos-under-s-p-500-rules/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/ai-investing-for-the-ai-investor-5807024/future-of-ai-ipos-under-s-p-500-rules.md` — Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.