Tech Wrap: SpaceX, Anthropic, and OpenAI Kick Off IPO Season—Who Will Be the Real Winner of the AI Gold Rush?

With the public listing of SpaceX, the era of record-breaking IPOs for AI-driven companies has officially begun. In this week's Tech Wrap, we analyze the strategies and potential vulnerabilities of three major players—SpaceX, Anthropic, and OpenAI—using various data and graphs.

SpaceX made a strong debut with an offering price of $135, surging 19.4% on its first day of trading. However, despite generating $18.7 billion in revenue in 2024, the company recorded a net loss of $4.94 billion, and while Starlink has turned a profit, its rocket and AI divisions remain significant financial burdens. Meanwhile, Anthropic is enjoying its prime, fueled by the rapid growth of Claude Code, which has pushed its annualized revenue to $47 billion, surpassing OpenAI. OpenAI, having been overtaken by Anthropic, is shifting its focus away from its 1-billion-user ChatGPT base toward coding agents and a "super app" strategy. Who will emerge as the true winner of this AI gold rush? We also examine whether this explosive influx of AI capital should remain solely with these corporations or if it should be shared with the public at large.

Reported by An Hyemin | Camera by Hwang Se-hoe and Cha Seung-hwan | Edited by Lee Ki-eun | Designed by Ahn Jun-seok | Intern: Kim Soo-young | Produced by Knowledge Contents IP Team

※ Please note: This article was translated by AI and may contain errors.