SPCX, Anthropic, OpenAI: Three Companies to Lead Next Tech Frontier Ryan Zurrer has three companies...

SPCX, Anthropic, OpenAI: Three Companies to Lead Next Tech Frontier Ryan Zurrer has three companies he believes are leading the new frontier of technology: SpaceX (SPCX), Anthropic, and OpenAI. On SpaceX, he sees a third of the company's revenue coming from AI compute and a quarter from Starlink, emphasizing its pivot toward AI as a critical move for the Elon Musk-led firm.