Bloomberg Tech: OpenAI’s $1.25T Valuation, Anthropic IPO, SpaceX Wireless Plans, and AI Market Risks

Bloomberg Tech anchors from San Francisco with a Friday market briefing on private and public technology developments, from OpenAI’s reported funding round and Anthropic’s expected IPO to SpaceX’s cellular infrastructure plans and debate over AI spending versus returns.

■ AI and private markets
- OpenAI’s reported $30 billion round and $1.25 trillion target valuation, including investor positioning and timing questions
- Anthropic’s expected IPO, investor stakes, and potential valuation and portfolio impacts
- SK Hynix’s scrapped IPO plans amid regulatory and shareholder opposition

■ Infrastructure and market debate
- SpaceX’s discussions to access 80,000 U.S. cellular sites and implications for a nationwide wireless carrier
- Analyst discussion of AI “vibes” versus fundamentals, compute buildout, and credit-market signals
- Inspire Capital’s $450 million fund and early-stage investing views

■ Consumer tech and prediction markets
- Apple’s $2,000-plus foldable iPhone duo launch and PlayStation 5 Pro demand ahead of Grand Theft Auto VI
- GPS startup funding and commercial satellite navigation plans
- NBCUniversal’s attention competition and Kalshi’s prediction-market outlook

It is suited to viewers tracking AI investment, private markets, telecom, media, and consumer technology; watching provides a concise briefing on the day’s market-moving developments and the questions investors and policymakers are weighing. It focuses on news and commentary rather than technical tutorials or detailed product reviews.