Predicting the SpaceX, OpenAI, and Anthropic IPOs — With Dick Costolo

Big Technology Podcast

Alex Kantrowitz

Management, Religion, Politics, Entrepreneurship, Business News, News, Investing, Marketing, News Commentary, Social Sciences, Science, Society & Culture, Religion & Spirituality, Business, Tech News, Philosophy, Government, Technology

4.7 • 596 Ratings

🗓️ 27 May 2026

⏱️ 59 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Dick Costolo is the ex-CEO of Twitter and managing partner at 01 Advisors. Costolo joins Big Technology Podcast to look ahead to the SpaceX, OpenAI, and Anthropic IPOs, looking at whether the offerings will be successful, who should go first, how the companies differ, and where the capital will come from. Tune in for the second half where we discuss the state of Meta, Costolo's Twitter memories, and Silicon Valley's 'Permanent Underclass.' Tune in for a fun, in-depth discussion of the most important pending business event in decades. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	We are headed towards the most epic run of IPOs of all time, with SpaceX, Anthropic, and Open AI all coming out within the next calendar year.
0:08.6	What's going to happen? Let's ask the man that took Twitter public right after this.
0:13.3	I'm just back from ServiceNow's Knowledge 2026 in Las Vegas, and the conversations I had there are ones you're going to want to hear.
0:20.1	I sat down with their president and CPO Amit Zveri on the platform strategy powering enterprise
0:25.5	AI, chief people and AI enablement officer Jackie Canney, and chief digital information officer
0:30.9	Kelly Romack, on what AI really means for the workforce.
0:34.3	The technical leaders behind ServiceNow's Nvidia partnership on shipping
0:37.9	AI at scale and Ulta Beauty on deploying ServiceNow's technology across 1,300 stores. If you want to know
0:44.4	where Enterprise AI is actually headed, not the hype, but the real story, you can find these videos
0:49.2	on my YouTube channel. Search Alex Cantorowitz on YouTube. Depending on who you ask, between 80 and 95% of enterprise AI projects fail.
0:57.4	To get AI to work for you, you don't need more tokens.
1:00.2	You need better people.
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1:05.7	That combination means your project doesn't stall, doesn't drift, and doesn't fall.
1:10.3	It ships. Whether you're a startup
1:11.9	that needs to get to market or an enterprise with complex legacy challenges, a board delivers
1:16.5	exactly what your business needs fast. Aboard is your partner for AI transformation. Visit abhorred.com
1:22.9	and let's build something together. Welcome to Big Technology Podcast, a show for cool-headed
1:27.3	and nuanced conversation of the tech world and beyond. Today we're joined and let's build something together. Welcome to Big Technology Podcast, a show for cool-headed
1:27.7	and nuanced conversation of the tech world and beyond.
1:31.0	Today we're joined by Dick Costolo.
1:32.9	He is the former CEO of Twitter who took the company public in 2013.
	...

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