The Information's TITV SpaceX, Anthropic and Discord IPO Outlook, Oura CEO on JPM 2026 & Future of Health | Jan 16, 2026
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Jan 16, 2026 
Cory Weinberg, finance deputy bureau chief, and Martin Peers, tech co-executive editor, dive into the 2026 IPO prospects for SpaceX and Discord, highlighting the challenges of aging startups. Rocket Drew discusses the 'cracked engineers' trend reshaping the AI labor market, emphasizing how demanding AI standards are influencing talent acquisition. Oura CEO Tom Hale shares insights on FDA guidance for wearables and the potential future of healthcare, while Joshua Meyer outlines exciting advancements in AI drug discovery at the JPMorgan health conference.
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Post-IPO Performance Risk
- Recent IPOs like Chime and Figma have declined significantly within a year, showing post-IPO performance risk.
- That trend raises skepticism about many 2026 filings beyond headline names like SpaceX or Anthropic.
AI Infrastructure Scrutiny
- AI infrastructure names (Crusoe, Lambda) face scrutiny around contracts, access to power, and debt levels.
- Investors will need to evaluate contract terms and customer commitments to judge resilience.
Secondary Markets Favor Elites
- Secondary markets provide exits mainly for the top-tier private companies; most long-tail investors lack that option.
- If you're an investor in a less-sought private company, expect an IPO to be the only viable exit path.