How OpenAI, SpaceX, Anthropic IPOs push tech forward: Dan Ives

00:00 Speaker A

between SpaceX, Anthropic and Open AI, it further cements the tech trade. When you’d even think from an indexing perspective and more and more generals are going to have to have exposure, industrial, manufacturing in terms of the ripple effects, that just makes tech that much more I think front and center in terms of leading this market.

00:27 Speaker B

Would you invest equally across all of those or do you think there’s one that would that you would leverage on a little bit heavier?

00:36 Speaker A

Look, I think right now, you you’re going to see more of investors, I think more at least leaves are focused on SpaceX because of the view, this is the new category that’s being created, right? And and and when it comes to Anthropic and Open AI, I don’t think investors are just going to pick one. I think you you’re going to have to stay hedged relative to the different sort of freight trains that are going on on whether it’s on the open AI front or on Anthropic, or you could argue when it comes to SpaceX and what that means for data centers. So, look, it’s hard to say right now in terms of like where investors are going to bet most, but the broader view is, it further combined with what we saw from the Godfather of AI Jensen this week, it further solidifies this fourth industrial revolution theme.