Sponsored by

Good morning.
Three AI companies are heading for Wall Street at nearly the same time. I asked their tools what they thought of it. The answers weren't what I expected — and they're more useful than anything in an S-1 filing.

First time reading? Get your own free subscription here.

AI INSIGHT
I Asked Three AI Tools What They Think of Their Own Companies Going Public

I gave three AI tools a question I wasn't sure any of them would answer without some bias. I asked each one what it thought about its own parent company going public. I found the answers quite interesting.

Yesterday's experiment was lighter: three AI tools, the same question about writing better prompts, to see what each one says. This one put more on the table.

Here is the backdrop. Last Friday, SpaceX went public on the Nasdaq under the ticker SPCX. It became the largest IPO in market history, targeting a $1.75 trillion valuation — more than double the entire US IPO market raised in all of 2025.

But here is the detail most people glossed over. In February 2026, SpaceX acquired xAI, the company behind Grok, in an all-stock deal. When the opening bell rang last Friday, the company debuting was not just a rocket business. It was a rocket company that also owns a social media platform and an AI chatbot. Buy one share of SPCX and you own a piece of all three.

Meanwhile, as CNN reported, Anthropic (which makes Claude) filed for an IPO on June 1st. OpenAI (which makes ChatGPT) followed within days. Both are circling valuations near $1 trillion. Three AI-connected companies, all headed for Wall Street at the same time.

So I asked the products what they thought of it. Here is what each one said.

  • Grok made the case for SpaceX: real rockets, real satellites, real revenue. But when it came to the AI labs going public, it pulled back. Public markets reward growth and hype over long-term caution, it said, and "safety theater might intensify while actual caution erodes under quarterly pressure." It also went further than the others, arguing that mission-locked shares and real independent oversight would do more for these companies than a standard IPO ever could. Interesting thing to say when your parent company just rang the opening bell.

  • ChatGPT thought like a portfolio manager. It ranked all three as hypothetical picks and offered a split: $6,000 of a theoretical $10,000 toward SpaceX, $3,000 toward OpenAI, $1,000 toward Anthropic. Its sharpest line: public shareholders think in quarters, while SpaceX thinks in decades. It framed all three IPOs as the railroad and internet booms of this generation, and warned that the winners won't be the companies with the best technology. They'll be the ones that can scale, monetize, and survive Wall Street's scrutiny.

  • Claude led with the numbers. SpaceX at $1.75 trillion. OpenAI and Anthropic each near $1 trillion. Combined, more than $200 billion being asked of public markets that raised just $45 billion in all of 2025, as NBC News noted. It called SpaceX "not a company built on promises — it's built on things that actually launch." On OpenAI, it noted "very public internal drama" and a complicated relationship with Microsoft. On Anthropic, it described it as "arguably the most quietly serious" of the three, profitable at a stage when most AI companies are still burning cash at record rates. Its closing thought: do not confuse a great product with a great stock, especially at IPO.

Here is what stood out reading all three responses side by side.

Each tool answered in a way that mirrors the company that built it. Grok was expansive and broadly optimistic, with a passing nod to risk. ChatGPT was strategic and market-focused, ranking competitors the way a VC would. Claude was the most data-anchored and the most skeptical of hype.

You don't need to read the S-1 filings. You can just ask the products. The answers will tell you something about who built them.

That is not investment advice. It is, however, a useful frame when evaluating any company whose product you already use every day. If you want actual stock research before any of these names start trading publicly, Zacks Investment Research has been rating stocks since 1978 — free daily newsletter included.

All three tools agreed on one last thing: do not buy on day one. Let the opening frenzy pass. The first few earnings calls will say more than any prospectus.

Want to try this yourself?

"You are a cautious, experienced investor who has watched multiple technology hype cycles over the past 40 years. I am considering buying stock in [company name] on its IPO day. Give me three reasons this stock might be overpriced and three reasons it might still be worth buying over the long term. Be direct, not optimistic."

WHERE TO GO NEXT
More on this topic, from sources worth your time:

Our Founder Was Early to AI Winners. Now He’s Tracking What Comes Next.

Over the last 18 months, MavSource’s founder tracked and invested around major AI-related names like Micron +100%, Nvidia +74%, Sandisk +130%, Western Digital +74%, TSM +22%, Broadcom +27%, Okta +35% and Lam Research +39% — an average return of approximately +63% across the group.

Now, he’s bringing the sources and ideas behind those insights to you in one daily email digest. MavSource aggregates the most important AI updates from newsletters, podcasts, company news, AI labs, funding rounds, and more — then summarizes what matters in a simple 5-minute brief.

Past performance does not indicate future results. Informational only; not investment advice.

Advertising Disclosure: We evaluate all recommendations of products and services independently. Clicking on links provided on this page may result in AI for Daily Living earning compensation, which supports independent publishers like us.

Keep Reading