Episode Details

venture capital discovers there's no exit

https://pivot-to-ai.com/2026/03/20/openai-anthropic-spacex-to-trash-stock-market-ipos-for-2026/ - blog post 

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Source:

• Mega IPOs Could Threaten 2026 IPO Class (PDF) https://pitchbook.brightspotcdn.com/c1/54/df4900734f9484a3bcb6745f4992/q1-2026-pitchbook-analyst-note-mega-ipos-could-threaten-2026-ipo-class.pdf

Previously on Pivot to AI:

• a16z raising fresh $20b to keep the AI bubble pumping https://pivot-to-ai.com/2025/04/10/a16z-raising-fresh-20b-for-ai-bubble-investments/
• video: https://www.youtube.com/watch?v=M7a1-6MU3QA&list=UU9rJrMVgcXTfa8xuMnbhAEA
• AI winter is in the air! But we think the AI bubble keeps going until 2027 https://pivot-to-ai.com/2025/08/23/ai-winter-is-in-the-air-but-we-think-the-ai-bubble-keeps-going-until-2027/
• video: https://www.youtube.com/watch?v=vp1-3Ypmr1Y&list=UU9rJrMVgcXTfa8xuMnbhAEA
• Musk wants to merge SpaceX with xAI, then take it public https://pivot-to-ai.com/2026/02/02/musk-wants-to-merge-spacex-with-xai-then-take-it-public/
• video: https://www.youtube.com/watch?v=VMKyocHwUJI&list=UU9rJrMVgcXTfa8xuMnbhAEA

Full Pivot to AI playlist: https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA