SpaceX, Anthropic or OpenAI? Anthony Ginsberg and Magnus Heystek reveal their biggest AI bets

SpaceX’s blockbuster debut has reignited debate over whether Elon Musk is building the world’s most valuable company – or the next great market bubble. In this wide-ranging discussion, Magnus Heystek and Anthony Ginsberg unpack the investment case behind SpaceX, Starlink, Anthropic and OpenAI, weighing extraordinary growth potential against eye-watering valuations. From AI breakthroughs and satellite dominance to comparisons with historic manias, they explore why investors are piling in – and what could determine whether Musk’s latest venture soars or stumbles.