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Dr Paul Kadoski alleges OpenAI, Anthropic and SpaceX IPOs would dwarf history

By Egleze Editorial Desk · Published October 18, 2026 · The Ezra Klein Show · Is There an A.I. Bubble? A Debate. | The Ezra Klein Show
Dr Paul Kadoski alleges OpenAI, Anthropic and SpaceX IPOs would dwarf history
The Ezra Klein Show
The Ezra Klein Show
Is There an A.I. Bubble? A Debate. | The Ezra Klein Show

What was said

"Open AI, Anthropic, and SpaceX, if you want to include it, combined, those three IPOs are larger than all post World War II IPOs combined. Like, this is a really unusual moment."

Dr Paul Kadoski alleges that potential IPOs by OpenAI and Anthropic, alongside SpaceX, would be larger than all post-war IPOs combined. He argues this signals extreme concentration of valuation and risk in a small cluster of AI-linked firms.

Verification status

Attributed speaker claim

Egleze verified who said this and where. The underlying claim has not been independently established by Egleze.

Source and context

Egleze verified who said this and where. The underlying claim has not been independently established by Egleze.

Speaker
Dr. Paul Kadoski · guest
Programme
The Ezra Klein Show
Episode
Is There an A.I. Bubble? A Debate. | The Ezra Klein Show
Clip time
22:05
Original source
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