SpaceX IPO Deets

SpaceX IPO Deets

Author: Morning Brew May 21, 2026 Duration: 19:50
SpaceX filed publicly for its IPO on Nasdaq, revealing $18.7B in 2025 revenue, billions in losses, and Musk's 85.1% voting control. Anthropic pays SpaceX $1.25B per month for compute. Nvidia beat estimates again, Spotify launches Reserved ticketing, and Waymo suspends service over flooding. SpaceX files publicly for its IPO, choosing Nasdaq to make its debut under the symbol SPCX; Elon Musk's shares give him 85.1% of the voting power in the company (Bloomberg) SpaceX's S-1 reveals Anthropic is paying $1.25B per month through May 2029 under their Colossus compute deal, with a 90-day termination clause (The Verge) Spotify partners with Live Nation to launch Reserved, a new feature that sets aside tickets for the most dedicated fans, starting with Premium users in the US (Hollywood Reporter) Spotify debuts a desktop app for creating personal podcasts, competing with Google's NotebookLM, with support for daily briefings based on email and calendar (TechCrunch) Nvidia reports Q1 revenue up 85% YoY to $81.62B, above $78.86B est., Data Center revenue up 92% YoY to $75.2B, and announces an $80B share repurchase program (Nvidia) Waymo suspends operations in Atlanta and San Antonio as its robotaxis struggle with flooded roads and says it has yet to develop a "final remedy" for flooding (TechCrunch) Learn more about your ad choices. Visit megaphone.fm/adchoices

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Author: Language: English Episodes: 100

Tech Brew Ride Home
Podcast Episodes
AI Step-Change Alert! [not-audio_url] [/not-audio_url]

Duration: 21:44
Is Anthropic about to release an AI model that will be a true step change? Is Apple about to open Siri up to everyone, not just ChatGPT? Is OpenAI already making serious bank from Ads? Is Elon trying to open the SpaceX I…
Social Media’s “Big Tobacco” Moment? [not-audio_url] [/not-audio_url]

Duration: 20:24
The big ruling from that big social media trial is in and it could have big implications for big tech going forward. Wikipedia bans the use of AI for creating Wikipedia entries. GitHub is about to train AI on what you do…
Sora Sinks [not-audio_url] [/not-audio_url]

Duration: 21:10
OpenAI is abandoning Sora to do the big refocus they’ve been signaling. Meta is starting to rack up the losses in court. Is China going to block the Manus acquisition by Meta from going through? They’re not even letting…
Your Router Is Likely Banned [not-audio_url] [/not-audio_url]

Duration: 20:18
Buying an internet router made outside the US is now verboten. Claude can now basically fully use your computer for you. More layoffs and surprising production cuts in the gaming industry. And the two big prediction mark…
Zuck’s Personal AI Agent [not-audio_url] [/not-audio_url]

Duration: 20:19
Mark Zuckerberg has spun up his own AI bot to do his job for him. Or help him do his job quicker, I guess. OpenAI hires an ad guru from Meta. Elon loses a case. Maybe some managers actually want you to use as many tokens…
AI Superapps [not-audio_url] [/not-audio_url]

Duration: 20:21
OpenAI is becoming a superapp. Does Amazon really want to try its hand at a smartphone again? Google is making further steps to obviate classic Google Search in that innovator’s dilemma way. And in the Longreads, why has…
The AI Race Is Now A Land Grab For Dev And Design Work [not-audio_url] [/not-audio_url]

Duration: 21:31
In three parts I’ll make the case that in Q1 of this year, the AI race has become basically a land grab for design and development tasks. MLB fully embraces our new prediction market overlords. Even if they’re behind in…
Crypto Gets Its Rulebook [not-audio_url] [/not-audio_url]

Duration: 20:48
At long last, the government has issued guidance to crypto on what is or is not allowed. The blowup from gamers has caused Jensen to push back. A tale of contrasting IPOs from wildly different industries. And is your bos…
Westworld For Real [not-audio_url] [/not-audio_url]

Duration: 21:56
All the headlines from Nvidia’s big event yesterday. Can Apple make fetch happen with foldable phones cause nobody else seems to be able to. One hour deliveries is the new, screw it, we’re doing five razorblades. And the…
The Mother Of All Meta Layoffs? [not-audio_url] [/not-audio_url]

Duration: 21:56
Is Meta about to do the mother of all layoffs? New AirPods Max 2. Why OpenAI delayed its sexytime chat… the calls to do so were coming from inside the house. What does it mean if the San Francisco real estate market is r…