Thoughts on Healthcare Markets & Technology
Thoughts on Healthcare Markets & Technology Podcast
Part II: When the Rockets and the Robots Go Public: What the SpaceX, Anthropic & OpenAI IPOs Will Do to the Listing Market & Which Health & Life Sciences Companies Get to Ride the Next Hype Cycle
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Part II: When the Rockets and the Robots Go Public: What the SpaceX, Anthropic & OpenAI IPOs Will Do to the Listing Market & Which Health & Life Sciences Companies Get to Ride the Next Hype Cycle

SpaceX at $1.77T. Anthropic near $965B. OpenAI targeting $1T. Three filings just warped the entire listing market, including for healthcare.

80% of global VC went to AI in Q1 2026. Four names took $188B of a record $300B quarter. Every healthcare company was fighting over the scraps.

A trillion-dollar IPO does not compete with a $1B health tech float. It …

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