Bailey Lipschultz
speaker
473 appearances
18 recordings
1 series
first heard May 2026
last heard 10 Aug
Bailey Lipschultz’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 18 in all, peaking in Jun 2026 with 8.
Appearances
No, we've we've never seen it.
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And I think when you look at the breadth, so we're talking about obviously the big fundraise from SpaceX.
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Again, record setting number kind of bolsters this.
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SK Heinek would potentially be the second largest IPO ever.
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So these would be two deals in consecutive months, something we've never seen before.
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Again, going back to the broader equity issuance, whether that's regular way equity or convertible debt, that big fundraising from Alpha.
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Bet potentially puts the pressure on other hyperscalers to sell equity.
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So diverting away from debt, which has kind of been the bread and butter for the build out of this AI boom, this data center uh boom, and the expectations that there will be more lying on the other side of the midway point, again on the other side of the 4th of July holiday.
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Again, just want to call out things have been working across the AI ecosystem.
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Serebros again, not really trading as well as many had expected, or it certainly was day one.
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But that's a north of six billion dollar IPO.
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And then you just go down the list, there's about a dozen raising uh a billion dollars or more.
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Bankers expect that number to continue and be matched in the second half.
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When you look back at that filing, to your point, they essentially, even with some of the verbiage coming from Sam Altman himself, looking at the next calendar year, which obviously includes 1Q of next year as well as 2Q of next year, as you had reported just a few minutes ago, Ed, when you look at the expectations around OpenAI, it does seem like they're willing to concede to Anthropic going first.
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Obviously, from the Anthropic camp, that means setting the tone, setting the total addressable market.
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and setting evaluation expectations.
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The big question for OpenAI, though, still centers around what their story is.
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Can they have confidence in some of these contracts and some of their obligations in the long term?
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Obviously, moving from, say, late 4Q to early 1Q is not a big deal, though it is a sign of what could lie ahead as we look at these mega IPOs in the wake of SpaceX.
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Again, a roaring success day one and day two.
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Showing 261–280 of 473 · page 14 of 24
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