AI IPO Watch

AI IPO Watch is the only daily briefing built exclusively around the 2026 mega AI IPO wave — tracking OpenAI, Anthropic, Databricks, and SpaceX as they race toward Nasdaq and the NYSE. Every episode is anchored in documents and on-the-record sources: new and amended S-1 filings, confidential registration statements going effective, underwriter syndicate announcements, roadshow schedules, pricing updates, and first-trade-day performance. We draw a hard line between a confirmed SEC filing and a 'people familiar' valuation — every number gets attributed to its document or outlet, every rumor gets labeled as one. For retail investors, institutional allocators, startup founders, and operators who need AI IPO coverage that reads like a capital-markets brief, not a hype cycle. Each episode ranks the day's top AI public-offering developments, explains what they mean for your portfolio or your cap table, and closes with what to watch before the next session opens. No cheerleading, no FUD — just

AI IPO Watch is a news podcast hosted by Unknown Host, with 31 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Unknown Host hosts AI IPO Watch, a news show with 31 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  Episode #31

  Switch’s confidential IPO filing puts AI data centers on deck — August 10, 2026

  Aug 10, 20263 min

  Switch confidential IPO filing puts the Las Vegas data-center operator on a potential path back to public markets, with reported November timing and an up-to-$10 billion raise underscoring AI-infrastructure appetite. In this episode: Top stories: 1. Switch confidentially files for US IPO seeking as much as… | Pivot News — Pivot News https://pivotnews.ai/invest/switch-confidentially-files-for-us-ipo-seeking-as-much-as Follow and rate AI IPO Watch wherever you listen. Feedback? Email ai-ipo-watch@lanternpodcasts.com

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  Episode #30

  SpaceX’s IPO glow runs into lock-up math — August 07, 2026

  Aug 7, 20266 min

  SpaceX’s first post-IPO earnings put a 92% revenue jump beside a trillion-dollar drawdown, a lock-up overhang, and a proposed Starship catch attempt—the mix of growth, capex, and execution risk AI IPO investors now have to price. In this episode: Top stories: 1. SpaceX results: revenue up 92% to $7.8bn in Q2 — Business Matters https://bmmagazine.co.uk/get-funded/spacex-q2-results-revenue-starlink-shares-fall/ 2. SpaceX Stock: A Historic Beat Meets A Historic Lock-Up (NASDAQ:SPCX) | Seeking Alpha — Seeking Alpha https://seekingalpha.com/article/4930600-spacex-stock-historic-beat-meets-historic-lock-up 3. SpaceX aims to catch a Starship out of the sky this month — The Next Web https://thenextweb.com/news/spacex-aims-to-catch-a-starship-out-of-the-sky-this-month Follow and rate AI IPO Watch wherever you listen. Feedback? Email ai-ipo-watch@lanternpodcasts.com

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  Episode #29

  SEC IPO Rule Rewrite Draws ABA’s Fine Print — August 06, 2026

  Aug 6, 20263 min

  SEC IPO modernization proposals drew an ABA securities-law committee response, spotlighting registered-offering flexibility, emerging-growth-company accommodations and filer-status simplification—the plumbing that could shape future AI listings. In this episode: Top stories: 1. ABA Weighs In on SEC’s Registered Offering and Filer Status Proposals; Communications Safe Harbors | Free Writings & Perspectives — Free Writings & Perspectives https://www.freewritings.law/2026/08/aba-weighs-in-on-secs-registered-offering-and-filer-status-proposals-communications-safe-harbors/ Follow and rate AI IPO Watch wherever you listen. Feedback? Email ai-ipo-watch@lanternpodcasts.com

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  Episode #28

  SpaceX’s Earnings Test Meets Anthropic’s $150B Finance Machine — August 05, 2026

  Aug 5, 20267 min

  SpaceX’s first post-IPO results nearly doubled revenue, testing its AI-and-Starlink valuation case, while FT reports Google has built a vast financing machine for Anthropic’s infrastructure needs. In this episode: Top stories: 1. SpaceX revenue jumps in debut results as satellite, AI businesses surge | The Star — The Star https://www.thestar.com.my/tech/tech-news/2026/08/05/spacex-revenue-jumps-in-debut-results-as-satellite-ai-businesses-surge 2. Inside Google’s $200bn Wall Street finance machine for Anthropic — Financial Times https://archive.ph/cqHO4 3. Mega IPOs threaten US market tailwind - Investor Daily — Investor Daily https://www.investordaily.com.au/mega-ipos-threaten-us-market-tailwind/ Follow and rate AI IPO Watch wherever you listen. Feedback? Email ai-ipo-watch@lanternpodcasts.com

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  Episode #27

  Robinhood Puts YC Startups on the Public Market — August 04, 2026

  Aug 4, 20263 min

  Robinhood Ventures Fund II filed to sell 7.6 million NYSE-listed shares at $25, giving retail investors exchange-traded exposure to Y Combinator startups. Robinhood’s first fund already holds Databricks, Stripe and Canva, underscoring the private-market access pitch. In this episode: Top stories: 1. Robinhood is launching a publicly traded fund that invests in Y Combinator startups. Anyone can buy shares. — The Next Web https://thenextweb.com/news/robinhood-ventures-fund-ii-y-combinator-ipo Follow and rate AI IPO Watch wherever you listen. Feedback? Email ai-ipo-watch@lanternpodcasts.com

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