00:00It's Benzinga bringing Wall Street to Main Street.
00:02OpenAI, Anthropic, and SpaceX have filed confidential preparations for eventual public
00:08listings, a move that could shift how investors access the AI sector, according to Benzinga.
00:13Microsoft, Alphabet, Amazon, and NVIDIA have defined the AI trade by owning the infrastructure
00:20and systems surrounding AI models rather than the models themselves. OpenAI, Anthropic,
00:26and SpaceX, are moving toward public listings in a shift that would give investors direct
00:30ownership of frontier AI developers rather than indirect exposure through hyperscalers.
00:36Anthropic is valued at $965 billion, with an annualized revenue run rate approaching $50
00:43billion, while OpenAI generates billions in annualized revenue and reaches hundreds of
00:48millions of weekly users. SpaceX, valued between $1.5 trillion and $2 trillion in private markets,
00:56has identified AI as its largest growth opportunity. The listings could bring several
01:01trillion dollars of new equity to public markets and force financial disclosure that private
01:05funding rounds have largely obscured. For all things money, visit Benzinga.com.
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