Demand for AI is exploding and two companies – OpenAI and Anthropic – are driving the industry forward. Everything from hyperscalers to neoclouds to memory stocks are hanging on the demand for tokens they need. We discuss that demand, how debt got involved, and what could go wrong. Plus, what sports franchise would you buy?Travis Hoium, Lou Whiteman, and Jason Moser discuss:- AI IPO Setup- Insatiable Demand- Debt Gets Involved- Restaurant Recovery?- Buying a Franchise- Radar StocksCompanies discussed: Quantum Computing (QUBT), Firefly (FLY), Alphabet (GOOG), Amazon (AMZN), SpaceX (SPCX).Host: Travis HoiumGuests: Lou Whiteman, Jason MoserEngineer: Bart ShannonAdvertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.<br>Learn more about your ad choices. Visit megaphone.fm/adchoices

IPO Fever Heats Up For OpenAI and Anthropic

Motley Fool Hidden Gems Investing

[SPEAKER_05] We're racing to the biggest IPOs in history. Motley Fool Hidden Gems Investing starts now. Welcome to Motley Fool Hidden Gems Investing. I'm Travis Hoium. I'm joined today by Lou Whiteman and Jason Moser. Guys, we've had a lot of earnings over the past couple of weeks, but the backdrop of all of these earnings reports seems to be Anthropic and OpenAI racing towards their IPOs. They're trying to get as much compute as possible. They're trying to grow revenue as much as possible.

[SPEAKER_05] We've already seen SpaceX IPO this year got to, I think it was nearly a $2 trillion valuation. I don't know if it ever popped above that, fell back pretty quickly after that. But Lou, we did learn this week that OpenAI is starting to catch up to Anthropic with their revenue because of a little bit more aggressive pricing. They're also, I think both these companies are willing to pay top dollar for a compute.

[SPEAKER_05] So, as we think about that, and I want to get to some of the neoclabs in particular in just a moment, but how should we be thinking about the growth of these companies and whether or not it's profitable? Because it does seem a little bit like they're growing almost at all costs at this point.

[SPEAKER_03] As they should. Yeah, and that is. And profits are not a requirement. They are not, as we saw with the SpaceX IPO. The profits are not required now. Growth is required. So, they are doing what they should do. Look, it could turn tomorrow, but as of now, there's a lot of source of capital. And as Anthropic and OpenAI go public, there's even more sources of capital.

IPO Fever Heats Up For OpenAI and Anthropic

Read the full transcript

The candid version is on a podcast,
not the earnings call.

IPO Fever Heats Up For OpenAI and Anthropic

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.