Corrie Driebusch
speaker
254 appearances
4 recordings
2 series
first heard Apr 2026
last heard 13 Aug
Corrie Driebusch’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 — 4 in all, peaking in Jun 2026 with 2.
Appearances
And SpaceX said in its IPO filing that its TAM is $28.5 trillion.
which it says is the largest in human history.
And a lot of that comes from what they see as their AI infrastructure opportunities.
SpaceX is coming to market at a time when it really exemplifies a lot of themes in investing.
It's about the defense-related companies, which are doing very, very well.
And there's also AI.
Anything that's AI-related, that is where all the money seems to be going.
There was this national security satellite company, Hawkeye 360, that went public earlier this year.
And those shares did really well on its first day of trading.
We've also seen for AI companies,
Last month, AI chipmaker Cerebrus Systems went public, and its shares went crazy in its first day of trading.
They had to raise the range for how much they were offering it to much higher than what they were initially anticipating, given investor demand.
What really matters is you think about the IPO in kind of in staggered terms.
You think of the first day of trading because if the stock does not trade well, that could be off-putting to investors because they will have just had some paper losses in the sense that their shares that they put a lot of money into are now worth less than they paid.
That might make them more reticent to put more money into other risky IPOs going forward.
That will matter to say big AI companies like OpenAI and Anthropic who are eyeing IPOs before the end of the year.
Then of course, over time, the first earnings report is going to matter.
How do shares hold up in the first earnings report?
SpaceX also has a staggered lockup release.
So what that means is that most people who were in the company before the IPO
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