Jun 24, 2026
What if the biggest threat to the next generation of tech giants isn't regulation or competition, but simple arithmetic? In this episode of The Valley Current®, host Jack Russo dives into one of the most consequential financial experiments in modern history: the potential public debuts of SpaceX, Anthropic, and OpenAI. Together, they could unleash nearly $4 trillion in market value and ignite a feeding frenzy among investors. But beneath the excitement lies a more unsettling reality. Trillions of dollars in AI infrastructure spending, circular financing loops, concentrated bets on a handful of companies, and valuation metrics that evoke uncomfortable comparisons to both the dot-com bubble and 1929. Is Wall Street witnessing the birth of the next industrial revolution, or building the conditions for a spectacular correction? The answer could reshape portfolios and define the next decade of innovation.
Jack Russo
Managing Partner
https://www.linkedin.com/in/jackrusso
"Every Entrepreneur Imagines a Better World"®️