Annie DelgadoHostUm, but we're gonna start off with, uh, a little bit of talk about capital, 'cause there's a lot of capital stories this week in here.
Uh, and they are looking at a, like, a $965 billion valuation, so pretty crazy number.

So, um, you know, $47 billion in annualized revenue and 5X year-over-year growth is pretty staggering for a private company and, and like you said, about to go public.
It, it's interesting 'cause the multiples on revenue, like, aren't totally crazy.
There's no revenue." Now the revenue is coming, and they look, you know, not like they're value stock priced, but they look like reasonable growth stocks from a multiples point of view.
I mean, they're really, um, finding the business model to justify the valuations.
Uh, so you know, that went out there too, and a lot of it based on AI build-out spend, right? A lot of that is on, um, you know, the Anthropic buying data center space from, from SpaceX, and now rumors are that, uh, that Google's also renting a bunch of SpaceX data centers, uh, space and, you know, paying them, like, $30 billion over, uh, some number of years.

Well, while they're going public, we also have existing public company selling stock in order to raise enough money to use their tools, which was another very interesting capital story this week.


So they're looking for how do we find the money in order to pay for all of the use of this AI, and they, they did it with a, with an equity raise.
Um, but we're gonna start off with, uh, a little bit of talk about capital, 'cause there's a lot of capital stories this week in here.
Uh, and they are looking at a, like, a $965 billion valuation, so pretty crazy number.

So, um, you know, $47 billion in annualized revenue and 5X year-over-year growth is pretty staggering for a private company and, and like you said, about to go public.
It, it's interesting 'cause the multiples on revenue, like, aren't totally crazy.
There's no revenue." Now the revenue is coming, and they look, you know, not like they're value stock priced, but they look like reasonable growth stocks from a multiples point of view.
I mean, they're really, um, finding the business model to justify the valuations.
Uh, so you know, that went out there too, and a lot of it based on AI build-out spend, right? A lot of that is on, um, you know, the Anthropic buying data center space from, from SpaceX, and now rumors are that, uh, that Google's also renting a bunch of SpaceX data centers, uh, space and, you know, paying them, like, $30 billion over, uh, some number of years.

Well, while they're going public, we also have existing public company selling stock in order to raise enough money to use their tools, which was another very interesting capital story this week.


So they're looking for how do we find the money in order to pay for all of the use of this AI, and they, they did it with a, with an equity raise.
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