SpaceX stock slide signals IPO window closing for OpenAI, Anthropic

What happened

A commentary piece argues that SpaceX's stock decline may indicate a narrowing opportunity for OpenAI and Anthropic to go public, suggesting the IPO window for AI companies could be shutting before they act.

Why it matters

Both companies operate in a competitive, high-stakes market where access to public capital markets can affect a company's ability to scale and compete. The article implies that delaying an IPO until market conditions worsen could disadvantage these firms relative to peers or constrain their growth trajectory.

What to watch

The broader IPO climate for AI and technology companies; the timing and conditions under which OpenAI or Anthropic might pursue public offerings will signal whether private AI leaders view the window as still open or urgently closing.