As AI companies race to go public, who else is along for the ride?

TechCrunch’s Equity podcast discussed SpaceX’s record-setting IPO and how it could open the door for a wave of AI-related public offerings. The hosts highlighted OpenAI and Anthropic as likely followers, while noting startups may try to capitalize on the SpaceX IPO narrative around orbital data centers and AI infrastructure.

The discussion points to a broader market shift where public investors may increasingly treat AI infrastructure, space, and compute-heavy businesses as intertwined bets. If major AI companies emulate SpaceX’s governance and fundraising playbook, the next IPO cycle could test investor tolerance for founder control and capital-intensive growth stories.