2026 could be a historic year for the IPO market with over $3.6 trillion in expected valuations hitting the public stage. In this episode, we break down the hottest and most talked-about names in the pipeline: SpaceX, OpenAI, Anthropic, Stripe, Revolut, Canva, Databricks, and TikTok US.

We discuss what makes SpaceX such a unique and defensible business, why OpenAI’s losses and leadership noise might be red flags, and how Anthropic is quietly building a much more sustainable AI model. Plus, the strategy behind Stripe’s long-awaited listing, Revolut’s super-app ambitions, Canva’s AI monetisation push, and the jaw-dropping TikTok U.S. deal that could become one of the biggest financial giveaways of all time.

We also dive into who’s really making money here with banks like Morgan Stanley, J.P. Morgan, and Goldman Sachs all fighting for billion-dollar fees.

Bullish or bearish, overhyped or undervalued, this is our full take on the biggest IPOs to watch in 2026.

(00:00) 2026 IPO Landscape Overview

(02:07) SpaceX: Trillion Dollar Debut

(11:59) OpenAI: Timing and Challenges

(16:02) Anthropic: A Different Approach

(21:12) ByteDance and TikTok: The Crony Bonanza

(25:31) Databricks: Data Intelligence Platform

(28:45) Stripe: Payments Powerhouse

(31:26) Revolut: Challenger Bank

(33:37) Canva: Design Tool with Potential

The $3.6 Trillion IPO Boom: SpaceX, OpenAI, TikTok & the Biggest Listings of 2026