Josh Gilbert

speaker

337 appearances 3 recordings 1 series first heard Apr 2026 last heard 27 Jul

Josh Gilbert’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 3 in all, peaking in Jul 2026 with 1.

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FEAR & GREED | Business News · Q+A: Nvidia, SpaceX and OpenAI: is this the next great tech boom? · 21 May 2026 podcast

We don't quite know what that's going to look like yet.

But there's been rumors of about 30% allocation going towards retail.

And I think that's massive.

I think it also sets the tone for a wave of big listings coming through.

OpenAI, Anthropic coming to the fold.

And yeah, a listing of this size is just massive.

And given what we're seeing from investors, that interest in AI, this is undoubtedly going to be one of the most popular IPOs we've seen in history, given that

obviously the scale, but also what it has to offer as a business.

Yeah, I think, again, OpenAI and Anthropic, we found out today Anthropic is investing heavily or buying and working with SpaceX.

So, again, there is that sort of circular revenue base and or sort of almost cost basis, right?

Everyone buying from each other.

You've got NVIDIA investing into Anthropic, Anthropic then investing through to SpaceX, right?

But ultimately, if we weren't seeing that investment coming through, you'd be a little bit worried, right?

Because you want these companies to be investing in that future growth.

So we'd be worried if it wasn't happening.

That's one thing that we would say about that.

But I certainly think, again, I think Anthropic will probably get maybe a little bit more interest in than OpenAI just because of the sheer...

scale of interest that we've seen around Claude this year, whether that's called code, whether it's called design, you know, it's something here at eToro as a business that we've certainly started using more frequently this year.

And I know friends, family, et cetera, have continued to adopt it.

So I think that as an IPO will certainly gather interest, but just broadly, you know, this is what we're seeing clients interested in.

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