What's everyone thinking about this year's AI & Deep Tech IPOs?

[UseHisName]

Anthropic, OpenAI likely, Xai/SpaceX are pretty interesting. They've sucked up so much private liquidity that it'll be interesting to see what happens. The current belief in many circles is that there will be the subsequent dump using retail as exit liquidity.

I was reading the SpaceX valuation alone is 50x earnings, which, ok.

The IPO I'm most interested in however more than the current AI circlejerk is Bending Spoons, and it seems more relevant for what folks here do. I think they'll have the best chance of really making the most of it of any of the current hype cycles. They seem to be the best on a fundamental level even though they're basically a buy and spin shop.

What do you guys think?

 

[Ryuzaki]

Is Bending Spoons just doing acquisitions and ultimately flips? Hadn't heard of them (nor am I tuned in like I used to be). How much access to these IPO's is Joe Schmoe given access to? Or does it largely sell initially before opening bell to hedge funds and other types of insiders (or shares already passed out to the board, etc.)? Despite what the public is being told?