The great AI race to Wall Street
Marketplace All-in-One
Marketplace
4.5 • 1.4K Ratings
🗓️ 29 May 2026
⏱️ 13 minutes
🧾️ Download transcript
Summary
This week, rideshare drivers in Massachusetts unionize; plus, Robinhood lets AI agents trade on behalf its customers.
But first, there’ve been hints for a while that Anthropic, OpenAI and SpaceX are planning to go public in the near future. Last week, SpaceX filed its initial public offering prospectus, also known as an S1, which is meant to help investors understand the company’s business model, including the risks it faces. Marketplace’s Stephanie Hughes spoke with Paresh Dave, senior writer at WIRED, to learn more.
Check out our YouTube page to watch more episodes of “Tech Bytes.”
Everything we talked about today:
“Tech titans prepare for blockbuster IPOs in new front of AI race” from The Hill
“SpaceX Listed Grok’s ‘Spicy’ Mode as a Risk in Its IPO Filing” from Wired
“Your AI agent can now trade for you on Robinhood. And buy stuff with your credit card too” from CNBC
“Rideshare drivers union in Mass. says it's the 1st to be recognized in the U.S.” NBC Boston
Transcript
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| 0:00.0 | A trio of AI darlings race to Wall Street. |
| 0:05.0 | From American Public Media, this is Marketplace Tech. |
| 0:07.6 | I'm Stephanie Hughes. |
| 0:17.6 | It's Friday, time for Marketplace Techbytes, where we take a look at a few of the big tech stories. |
| 0:23.0 | This week, ride share drivers in Massachusetts Unionize. |
| 0:26.8 | Plus, Robin Hood lets AI agents trade on behalf of its customers. |
| 0:31.2 | But first, there have been hints for a while that Anthropic, Open AI, and SpaceX are planning to go public in the near future. |
| 0:38.2 | Last week, we got some actual information from one of these companies. |
| 0:42.0 | SpaceX filed its IPO prospectus. |
| 0:44.8 | This filing, also known as an S-1, is meant to help investors understand the company's business model, |
| 0:49.9 | including the risks that it faces. |
| 0:51.8 | I talked about this with Peresh Davave, a senior writer at Wired. |
| 0:55.5 | One of the things is understanding what the subscription trajectory has been. |
| 1:00.0 | SpaceX shared that it... |
| 1:01.4 | For like things like GROC. |
| 1:02.4 | Exactly. |
| 1:03.5 | For their AI tools. |
| 1:05.1 | So SpaceX shared that GROC has, you know, four, five million-ish subscribers. Not a bad number, but certainly not a mega |
| 1:15.6 | number that feels like Brock has a ton of momentum, so that number is growing. And then, you know, |
| 1:22.1 | we've heard from OpenAI that they have 800 million, 900 million weekly users, but what do those subscription numbers look |
| 1:29.3 | like? How are they changing? There's certainly some concern that they're losing users to Anthropic. |
| 1:34.0 | So how those subscription battles look is something that, you know, would be interested in looking at |
... |
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