public markets

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Feb 2, 2026 by Stephen Morris · across every show →

Everything said about public markets, oldest first

Feb 2, 2026 bearish
Prediction Not checkable as stated
Morris: Private Mega-Checks for AI Labs Will End by 2027
“But in 20, 27, I can't see the checks of these sizes being written again, unless you go to the public markets and you start giving retail Share your retail shareholders and big institutional pension funds, things like that access to try and finance their colos…”
Stephen Morris Feb 2, 2026 ▶ 16:55 The Anthropic Rocketship, AI’s Spending Limits, SpaceX IPO
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