Is the AI IPO Window Actually Open or Is SpaceX Day One a One-Off

[Andy81]

SpaceX's 25 percent day one gain is being read as a green light for the Anthropic and OpenAI listing timelines. The question is whether that reading is correct. SpaceX has specific advantages that Anthropic and OpenAI do not: physical assets, a government contractor relationship, Starlink revenue, and a scale of public recognition that is hard to replicate.

Do you think the Anthropic and OpenAI IPOs will be received as well as SpaceX, and what would a disappointing outcome look like?