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"The drought is over. After years of hoarding the world's most valuable companies in private markets, the floodgates are finally opening. And 2026 isn't just going to be a big year for IPOs—it is shaping up to be the "Mother of All IPO Years."
That's why today, we are diving deep into the Big Five: SpaceX, OpenAI, Anthropic, Databricks, and Canva. We’ll tell you which ones are the real deal, and which one might be a trillion dollar trap. Enjoy!"
~ Coin Bureau
The video discusses an expected super cycle of major initial public offerings projected for 2026, featuring high-profile companies like SpaceX, OpenAI, Anthropic, Databricks, and Canva. The narrator explains that these potential listings are driven by a shift in market conditions and a massive backlog of private capital seeking liquidity after years of stagnation. While SpaceX is analysed as a potential trillion-dollar entity pivoting toward space-based data centres and OpenAI is described as a high-stakes market leader facing intense competition and massive infrastructure costs, companies like Anthropic and Databricks are highlighted for their more stable business-to-business models. Canva is noted for its strong profitability and recent move to challenge professional design software. Ultimately, the video serves as a warning for investors to evaluate these companies based on their fundamentals rather than pure hype, cautioning that the rush for these IPOs could lead to inflated valuations and high risks for retail investors acting as exit liquidity for venture capitalists.
0:00 Intro
1:00 The Macro Setup
3:34 SpaceX
7:26 OpenAI
11:24 Anthropic
13:39 Databricks
15:21 Canva
17:22 Conclusion
Source - Coin Bureau YouTube: https://www.youtube.com/watch?v=VRtMQJSclPo
Disclaimer: This video is provided for informational purposes only, and not offered or intended to be used as legal, tax, investment, financial, or any other advice.
