Was just thinking about this, and SpaceX might be our first look at an AI labs' numbers since it owns xAI. Granted it's not OAI or Anthropic but should be a good baseline given Twitter's userbase using Grok. I think I might be watching that component more while the chaos unfolds at IPO.
You'll know I'm a bear from this next sentence, but maybe the numbers pop the AI bubble. Wonder what you guys think.