OpenAI and Anthropic IPO Performance Hinges on SpaceX
Paul Erlang · How We Got Fred Wilson, Benchmark and Index to Invest $94M | Why Robinhood's Strategy is Wrong · 20VC with Harry Stebbings · Jun 27, 2026 · at 53:04
Paul Erlanger is the co-founder and CEO of fomo. He discusses retail investor demand for pre-IPO mega-cap companies and predicts how market performance for SpaceX will dictate the outcome of OpenAI and Anthropic IPOs.
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“I think if SpaceX performs well, the OpenAI Anthropic IPOs will also go very well. I think if SpaceX performs poorly, then those are going to have a hard time.”
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