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What private company will be the first to reach a trillion-dollar valuation? Craig names his top five potential "Teracorns".
In IPO Radar news, AI talent competition is a sign of frothiness. Plus, Cerebras is diversifying its customer base to reduce concentration risk.
0:00 Intro
0:30 First Trillion-Dollar Startup?
1:24 The Teracorn
1:59 Trillion-Dollar Public Companies
2:49 Why Now?
4:02 AI Hype Cycle
4:34 A Trillion if Public
5:40 Top 5 Potential Teracorns
6:33 #1 OpenAI
9:18 #2 ByteDance (TikTok)
12:02 #3 xAI
14:48 #4 Anthropic
17:26 #5 SpaceX
19:55 IPO Radar News
20:19 AI Talent Competition
23:49 Cerebras Partnerships
28:33 Outro