SpaceX Races OpenAI and Anthropic to Market

Welcome back to The Shift. Let’s get straight to what matters in AI today…

Today we have:

🚀 SpaceX Files for the Largest IPO in History Ahead of OpenAI and Anthropic

🎯How to Track and Grow Your Brand's Visibility on AI Platforms With Semrush

🎯 OpenAI's President Reveals the Playbook, and It All Comes Down to Compute

🔨Tools and Shifts you cannot miss

🚀 SpaceX Files for the Largest IPO in History Ahead of OpenAI and Anthropic

SpaceX has filed confidentially for an IPO targeting a $1.75T+ valuation and a raise of up to $75B, which would more than double Saudi Aramco's $29B record as the largest public offering ever.

The Shift:

June Debut Beats Every AI Rival to Market - The SEC filing sets up a June listing that would make SpaceX the first US AI-era mega-IPO, reaching public markets before both OpenAI and Anthropic and establishing Elon Musk's company as the earliest major AI-adjacent listing.

xAI Got Folded In Before Filing - Musk absorbed xAI into SpaceX ahead of the IPO, though the AI side reportedly generates under $1B in revenue compared to the rocket business pulling in roughly $20B, making this overwhelmingly a space and infrastructure story.

Everyday Investors Get Access, but Musk Keeps Control - About 30% of shares will be open to retail investors, but a special two-tier voting structure ensures Musk retains full control of the company after going public, regardless of how widely ownership is distributed.

If this goes through at $1.75T+, SpaceX becomes one of the most valuable companies on Earth overnight. The timing matters too; beating OpenAI and Anthropic to public markets gives Musk a first-mover advantage in defining how investors price the AI era.

Together with Roku

How Jennifer Aniston’s LolaVie brand grew sales 40% with CTV ads

The DTC beauty category is crowded. To break through, Jennifer Aniston’s brand LolaVie, worked with Roku Ads Manager to easily set up, test, and optimize CTV ad creatives. The campaign helped drive a big lift in sales and customer growth, helping LolaVie break through in the crowded beauty category.

Learn more

🎯How to Track and Grow Your Brand's Visibility on AI Platforms With Semrush

ChatGPT is the new search engine. Here's how to make sure your brand shows up in it.

Step 1: Check your AI Visibility Score - Track how often your brand appears in AI responses across platforms like ChatGPT. See where you stand before optimizing anything.

Step 2: Find what people are asking AI - Discover trending prompts in your niche and use them to guide your content strategy, create for what AI is actually being asked, not just what ranks on Google.

Step 3: Spy on your competitors - Identify the exact prompts and sources where competitors appear in AI responses. Find the gaps and close them.

Step 4: Audit your AI presence - Get a full breakdown of your share of voice, sentiment, and brand narrative inside AI answers. See snapshots of every mention.

Step 5: Fix your website's AI-friendliness - Identify technical issues that hurt your visibility in AI search. Track your daily visibility for target prompts in ChatGPT and Google AI Mode.

Step 6: Position as the trusted source - Optimize until AI platforms cite your site over competitors. You can try Semrush free for 7 days.

🎯 OpenAI's President Reveals the Playbook, and It All Comes Down to Compute

OpenAI just raised $122B. In a podcast with Alex Kantrowitz, co-founder Greg Brockman said the plan is fewer products, more compute, one super app, and AGI "within the next couple years." Separately, OpenAI is paying thousands of freelancers to train AI on their own jobs. 

Sora Is Dead, and Everything Funnels Into One App

Sora is killed as a standalone product, with video research folding into robotics instead. Brockman: "Pursuing both branches is very hard for us." Everything now flows into one unified super app.

The super app becomes your personal AGI that knows you, your work, and your calendar. Spud, representing two years of research, drops in weeks and should solve harder problems, understand nuance better, and eliminate those moments where the AI "should be able to figure this out."

OpenAI Is Paying People to Train AI on Their Own Jobs

Business Insider revealed Project Stagecraft, where OpenAI pays up to 4,000 freelancers at least $50/hr through staffing partner Handshake AI to simulate real workflows across aviation, pharmacy, plant science, and HR. 

Contractors build personas and map deliverables from their actual professions to create occupation-specific training data focused on knowledge work, not manual labour. One contractor was blunt: "We were basically training AI to replace us."

When asked how much compute to buy, Brockman said "all of it." Codex already goes beyond coding with Premiere plugins and Slack synthesis. One side builds the super app while the other trains AI on real human jobs, and both point in the same direction. 

Together with The Code

Learn how to code faster with AI in 5 mins a day

You're spending 40 hours a week writing code that AI could do in 10.

While you're grinding through pull requests, 200k+ engineers at OpenAI, Google & Meta are using AI to ship faster.

How?

The Code newsletter teaches them exactly which AI tools to use and how to use them.

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• AI coding techniques used by top engineers at top companies in just 5 mins a day

• Tools and workflows that cut your coding time in half

• Tech insights that keep you 6 months ahead

Sign up and get access to the Ultimate Claude code guide to ship 5X faster.

Join 200K+ engineers

🔨AI Tools for the Shift

📸 TruShot - Generate ultra-realistic AI photos that look exactly like you, optimized for dating apps and undetectable by filters.

🧘 Thangka Space - Create authentic Tibetan Buddhist artwork using AI trained on traditional Thangka design principles.

🎲 LoreKeeper - Run immersive tabletop RPG adventures with an AI game master that guides stories and gameplay.

🎬 Zorq AI - Create visual concepts, start frames, and motion-ready drafts in one unified AI workspace.

💰 Aigeon - Monetize your newsletter with smart AI-powered ads that match your brand and content automatically.

🚀Quick Shifts

💾 Google upgraded its AI Pro plan to include 5TB of storage, increasing capacity from 2TB for the $19.99/month subscription tier.

🎬 Ben Affleck’s AI startup InterPositive is positioning itself as a major cost-cutting tool, with claims it can reduce film production expenses by millions despite messaging around supporting filmmakers.

⚡ Meta is building massive AI infrastructure powered by natural gas, with its Hyperion data center expected to consume as much electricity as an entire U.S. state, raising major concerns about emissions and sustainability.

🤖 Salesforce unveiled an AI-heavy Slack overhaul with 30 new features, turning Slackbot into a more powerful workplace assistant that can automate tasks, summarize meetings, and coordinate actions across tools.

⚠️ Anthropic accidentally triggered takedowns of over 8,000 GitHub repositories while trying to remove leaked Claude Code source code, later reversing most of the removals after calling the incident an error.

🧩 Prompt of the Day

CSR Partnership Strategy

Build meaningful partnerships that align with your brand values while strengthening trust and public perception.

Paste the prompt: Drop this into ChatGPT and fill in your brand context.

Prompt to paste

Create a CSR partnership strategy for [Insert brand]. Include:
Causes Aligned with Brand: [List social or environmental causes that match brand values]
Partnership Opportunities: [Suggest collaboration ideas with NGOs, nonprofits, or initiatives]
Promotion Plan: [Outline how to communicate the partnership across channels]
Use Case: Enhance brand image, build trust, and drive engagement through meaningful impact

🤳AI Nugget of the Day

That’s all for today’s edition see you tomorrow as we track down and get you all that matters in the daily AI Shift!

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