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Scott Galloway: Why Big Tech CEOs Are Rooting for SpaceX

June 12, 2026 / 00:27

This episode discusses the upcoming IPOs of OpenAI and Anthropic, featuring insights from Elon Musk and Sam Altman. Key topics include the potential impact of these IPOs on the market and comparisons to SpaceX.

The conversation highlights the expectations surrounding the IPOs, particularly how a strong performance could influence investor perceptions. Elon Musk's and Sam Altman's roles in the tech industry are emphasized, showcasing their influence on market trends.

The discussion also touches on the competitive landscape, suggesting that if SpaceX maintains its performance, it could overshadow the valuations of OpenAI and Anthropic, making them appear as value stocks.

TLDR

Elon Musk and Sam Altman discuss the impact of upcoming IPOs on market perceptions and comparisons to SpaceX.

Episode

0:27

00:00:00

No one is rooting for this IPO more than Elon Musk and Sam Altman. This sets the

00:00:06

tone for the next couple of IPOs. If this comes out really strong, these guys are going to be able to come out and

00:00:11

say, "Look at our numbers versus SpaceX and you were willing to buy in at 100

00:00:15

times OpenAI and Anthropic are going to look like value stocks compared to SpaceX if SpaceX holds up."

Episode Highlights

Episode Quotes

Look at our numbers versus SpaceX!
Scott Galloway: Why Big Tech CEOs Are Rooting for SpaceX

Key Moments

Strong Performance00:08
Value Stocks Comparison00:15