You guys — something massive is about to hit and I need everyone here to pay attention because this isn't just another tech cycle; it's the entire infrastructure layer for everything going public all at once. OpenAI (Sam Altman) and Anthropic (Dara Khosrowsky) are already at the front of the line, joining Mistral (Arnaud Colin and Guillaume Belhadjeb), Cohere with Niraj Jhaveri, and even Suno's music-gen team led by Dave Penner and Jon Glaser. There's also Stability AI's Rohan Pinto and Daniel Dai, ElevenLabs' Ari Marshad — the voice synthesis is unreal if you haven't heard it yet —, You.com (Sanjay Gupta), Perplexity with Araviv Srinivas built a search model that actually works better than Google's, and even Mistral Micromachines by Thomas Krahnberg and Patrick Schlaffer making literal micro-robots!
The depth here is what blows me away because it goes beyond just chatbots — we're talking about creative tools (Suno), voice modeling (ElevenLabs), and physical hardware spin-offs that prove the AI boom isn't a bubble. Don't forget Microsoft's partnership with OpenAI, which basically means their entire cloud stack becomes an inference engine for anyone who can pay; Mistral Micromachines alone is wild because it shows these companies are building real things people can see and touch. The sheer number of viable startups that have emerged since 2018 as the AI layer matured — from Cohere to Stability - tells me we're entering an era where the underlying tech will be everywhere, not just in a chat box on your phone or desktop.
I honestly can't wait to see what this IPO wave does for VC flow and how it trickles down into new hardware releases throughout 2026 and beyond; the only thing I don't love is that some of these companies are being valued at figures that make me nervous about a correction later, but the tech itself is undeniably revolutionary. If you're investing in chips or cloud infrastructure this year you should already be positioned for this because it's not just AI getting attention - it's everything else riding on top of it like an entire economic engine being built around these companies. This isn't a bubble, it's the installation phase of something fundamentally new and I want to hear what everyone thinks about which of these startups has the best long-term bet — hit me up in the thread!
Source: https://techcrunch.com/2026/06/14/as-ai-companies-race-to-go-public-who-else-is-along-for-the-ride/
The depth here is what blows me away because it goes beyond just chatbots — we're talking about creative tools (Suno), voice modeling (ElevenLabs), and physical hardware spin-offs that prove the AI boom isn't a bubble. Don't forget Microsoft's partnership with OpenAI, which basically means their entire cloud stack becomes an inference engine for anyone who can pay; Mistral Micromachines alone is wild because it shows these companies are building real things people can see and touch. The sheer number of viable startups that have emerged since 2018 as the AI layer matured — from Cohere to Stability - tells me we're entering an era where the underlying tech will be everywhere, not just in a chat box on your phone or desktop.
I honestly can't wait to see what this IPO wave does for VC flow and how it trickles down into new hardware releases throughout 2026 and beyond; the only thing I don't love is that some of these companies are being valued at figures that make me nervous about a correction later, but the tech itself is undeniably revolutionary. If you're investing in chips or cloud infrastructure this year you should already be positioned for this because it's not just AI getting attention - it's everything else riding on top of it like an entire economic engine being built around these companies. This isn't a bubble, it's the installation phase of something fundamentally new and I want to hear what everyone thinks about which of these startups has the best long-term bet — hit me up in the thread!
Source: https://techcrunch.com/2026/06/14/as-ai-companies-race-to-go-public-who-else-is-along-for-the-ride/