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
That's more in the immediate term.
matched
It's also a very kind of easy excuse to say, you know, investors don't want to take on new risk.
matched
But as you had mentioned at the top of the show, we've been watching these markets soar and then pull back.
matched
If you look at anything in the chip space, they're up about 90% on the SOX.
matched
So broadly speaking, most people are still feeling good, but we are hitting some of those summertime jitters.
matched
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 one queue of next year, as well as two queue 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
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to Anthropic going first.
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Obviously from the Anthropic camp, that means setting the tone, setting the total addressable market, 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
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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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We've seen shares come back to earth, trading around where they opened in the company's debut, still above the IPO price, but still leaving some retail investors who chase the stock in the red.
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The big question going forward, as you mentioned with things like SK Hynix, is what does the market look like months from now when these companies look to tap the market?
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Yeah, we've reported that both are leading the charge on both deals.
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So that would likely bring a big payday.
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Again, fees weren't that high for the bankers leading the SpaceX IPO.
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But the big question to that point, Ed, becomes a debate around, do we see Anthropic in late 3Q, early 4Q?
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What does that mean for Goldman Sachs and Morgan Stanley, especially when people have been excited about both of these deals coming to market and what that could mean
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Showing 301–320 of 473 · page 16 of 24
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