SpaceX's stock market debut is already shaping the strategy for two of the biggest names in artificial intelligence. According to Axios, SpaceX and its lead banker Goldman Sachs began quietly meeting with prospective investors as far back as January — a preemptive groundwork campaign that other high-profile companies are now expected to replicate.
Axios reporter Dan Primack, cited by MSN, said SpaceX "gave the IPO playbook to OpenAI and Anthropic," suggesting the rocket company's careful, months-long investor outreach before listing is a template both AI firms are likely to follow as they prepare their own public offerings.
The Wall Street Journal noted that the early success of SpaceX's IPO will "reverberate to other companies that are also looking to list," describing the upcoming OpenAI and Anthropic offerings as "more interesting tests" of investor appetite. Both companies sit at the heart of the global AI boom — a sector that has attracted enormous capital but carries real uncertainty about long-term profitability.
Not everyone is expecting smooth sailing. Investment Executive warned that while U.S. tech is set for "splashy IPOs," volatility may well follow the initial fanfare. The New York Times also weighed in on what SpaceX's debut signals for the two AI companies, underscoring how closely the financial world is watching.
Yahoo Finance framed SpaceX's listing plainly as "a model" for both firms to study.
How OpenAI and Anthropic handle their public listings will be a defining test of whether Wall Street believes the AI revolution can translate into durable, profitable businesses — not just extraordinary hype.