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AI Has Become Major Capital Formation Cycle, Says Altimeter

Apoorv Agrawal, Altimeter capital partner, says AI has become one of the largest capital formation cycles. He also weighs in on the IPO landscape as SpaceX and Anthropic get close to going public, with Caroline Hyde and Ed Ludlow on the sidelines of the Bloomberg Tech event in San Francisco. ——– Like this video? Subscribe…

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Apoorv Agrawal, Altimeter capital partner, says AI has become one of the largest capital formation cycles. He also weighs in on the IPO landscape as SpaceX and Anthropic get close to going public, with Caroline Hyde and Ed Ludlow on the sidelines of the Bloomberg Tech event in San Francisco.
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13 Comments

13 Comments

  1. @EmilianoUrzyu

    June 4, 2026 at 3:14 pm

    Great analysis, thank you. AERO, ONDO, SPACX26P great to pick at these prices

  2. @BartonCharters

    June 4, 2026 at 3:14 pm

    Will ETH 2x? 3x? Maybe. But add two more 00 to that for SPACX26P having 200x or better

  3. @SueBracken-n5j

    June 4, 2026 at 3:14 pm

    Red markets build believers, green markets reward them , I’m holding $SPACX26P for both.

  4. @LeandroParikh

    June 4, 2026 at 3:16 pm

    Big wallets loading or not, someone is clearly not letting SPACX26P die

  5. @MonseratEpstein

    June 4, 2026 at 3:17 pm

    Stocks at ATH, gold at ATH… next could be BTC and SPACX26P for sure

  6. @NathylaMadigan

    June 4, 2026 at 3:17 pm

    I sold some boring stock profit and threw it into SPACX26P, let’s see who wins 😂

  7. @XasminPuckett

    June 4, 2026 at 3:17 pm

    I’m down on BTC, slightly up on ETH, but my $SPACX26P position hasn’t moved an inch , that says a lot..

  8. @AnastasiaWeisenthal

    June 4, 2026 at 3:17 pm

    sitting here looking at my $27,500 $SPACX26P stack and thinking… what if this is really it?

  9. @CloudRockefeller

    June 4, 2026 at 3:18 pm

    Market makers probably loading SPACX26P quietly

  10. @NananAmorim

    June 4, 2026 at 3:20 pm

    portfolio is 31% BTC, 22% ETH, 8% SOL, 39% ~~, up from $5,800 $SPACX26P months ago

  11. @SergioAbogado

    June 4, 2026 at 3:20 pm

    that $SPACX26P pump last night was unreal… felt like 2021 again 🕺

  12. @ArizonaChapman

    June 4, 2026 at 3:21 pm

    I can feel momentum building under the surface, SPACX26P’s not done yet ⚡

  13. @AngieKaufman-v7k

    June 4, 2026 at 3:21 pm

    If X and SPACX26P end up joining forces, this could be the easiest win ever.

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Bloomberg Technology

Crusoe CEO: Data Center Indusry Has a ‘Marketing Issue’

Crusoe CEO Chase Lochmiller discusses the AI infrastructure company’s nearly $4 billion in fresh funding sending its valuation to almost $31 billion. He also discusses how it will fuel the company’s push to build AI infrastructure spanning data centers, cloud computing and managed AI services. He says Crusoe could eventually enter the public markets and…

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Crusoe CEO Chase Lochmiller discusses the AI infrastructure company’s nearly $4 billion in fresh funding sending its valuation to almost $31 billion. He also discusses how it will fuel the company’s push to build AI infrastructure spanning data centers, cloud computing and managed AI services. He says Crusoe could eventually enter the public markets and pushes back against growing opposition to data centers, arguing the industry has a “marketing issue” and needs to better communicate its impact on water, jobs and local tax revenue. He joins Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

Former FTC Technologist Warns Against an AI ‘Cartel’

As frontier AI labs seek greater coordination on safety, Neil Chilson, Head of AI Policy at the Abundance Institute and former FTC Chief Technologist, warns that government-backed antitrust exemptions could create a durable “cartel” that ultimately harms competition. He argues companies can collaborate on safety standards without suspending antitrust rules, and that existing consumer-protection and…

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As frontier AI labs seek greater coordination on safety, Neil Chilson, Head of AI Policy at the Abundance Institute and former FTC Chief Technologist, warns that government-backed antitrust exemptions could create a durable “cartel” that ultimately harms competition. He argues companies can collaborate on safety standards without suspending antitrust rules, and that existing consumer-protection and liability laws already provide tools for addressing harms caused by AI. He joins Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

Anthropic Investor Franklin: AI Safety Concerns Won’t Slow Spending

Calls to “pace” development at the AI frontier are unlikely to translate into a slowdown in infrastructure spending, according to Sara Araghi, Franklin Templeton Portfolio Manager and Franklin Venture Partner. She argues that even if labs temper some model training, growing inference demand will continue to require enormous amounts of compute. Araghi also discusses why…

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Calls to “pace” development at the AI frontier are unlikely to translate into a slowdown in infrastructure spending, according to Sara Araghi, Franklin Templeton Portfolio Manager and Franklin Venture Partner. She argues that even if labs temper some model training, growing inference demand will continue to require enormous amounts of compute. Araghi also discusses why heightened AI safety concerns could boost demand for cybersecurity and why she doesn’t expect the debate to derail funding or anticipated AI IPOs. She joins Ed Ludlow on “Bloomberg Tech.”
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