SpaceX’s 74-day IPO Implications for OpenAI, Anthropic, World Cup Ads, Bernie Sanders’ AI Plan

Ryan Spoon, President of Yahoo Media Group, talks with TITV Host Akash Pasricha about Cannes Lions, World Cup and prediction markets. We also talk with The Information's Cory Weinberg about SpaceX's 74-day IPO track and its balance sheet implications for OpenAI and Anthropic, and Yueqi Yang about Kalshi holding informal IPO talks after surpassing $2 billion in annualized revenue. Finally, we get into Bernie Sanders' new 50% AI equity tax proposal with our reporter Eli Rosenberg. Articles discussed on this episode: https://www.theinformation.com/articl... https://www.theinformation.com/newsle... https://www.theinformation.com/articl... Subscribe: YouTube:    / @theinformation   The Information: https://www.theinformation.com/subscr... Sign up for the AI Agenda newsletter: https://www.theinformation.com/featur... TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts. Follow us: X: https://x.com/theinformation IG:   / theinformation   TikTok:   / titv.theinformation   LinkedIn:   / theinformation   Chapters: 00:00 - Introduction 01:13 - Yahoo Media's Ryan Spoon on Cannes Lions & Live Sports 05:21 - Prediction Markets, Polymarket, and Kalshi Tactics 11:20 - SpaceX's Record 74-Day Confidential IPO Window 15:19 - OpenAI & Anthropic Off-Balance-Sheet Commitments 24:43 - Kalshi Crosses $2B Revenue, Explores Bank Talks 31:02 - Inside Bernie Sanders' $7T Sovereign AI Wealth Tax 36:25 - The UC Davis Law Professor Behind the AI Equity Plan