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The 'last window' thesis about a SpaceX IPO
A post claims a $15 billion Anthropic–SpaceX compute deal is one of three developments supporting the thesis.
TLDR
A post cites three claimed developments in support of Baker’s 'last window' thesis: a $15 billion Anthropic–SpaceX compute deal, a $5 billion personal investment by Baron, and xAI releasing Grokipedia with six million articles overnight. The author argues that SpaceX moves faster than public-market comparisons can capture, so an IPO would price that 'last window' rather than the company.
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