06/03/2026
Tony Zabiegala joined Schwab Network to talk about the buzz around SpaceX, OpenAI, and Anthropic potentially heading toward IPOs.
SpaceX has the U.S. government as a major customer.
OpenAI has ChatGPT and the consumer attention.
But Anthropic may be the most interesting from a business standpoint.
Tony pointed out that Anthropic is winning 70% of first-time AI business customers and has passed OpenAI in enterprise market share.
That matters because business adoption is where a lot of the long-term money could be.
The big question now is whether these companies are truly changing market leadership, or whether investors are chasing the next wave of hype.