Musk and Altman’s public listings could redraw global capital flows

A Hebrew-language commentary argues that the anticipated public listings of SpaceX, and later AI firms such as Anthropic and OpenAI, could mark a historic shift in global markets. It places the moment in a long arc from the Soviet launch of the first satellite on October 4, 1957, to Apollo 11, and says the new wave of space and AI companies will reshape the next phase of technological power and investment.

The piece says SpaceX, valued at $1.3 trillion to $1.7 trillion, sits at the center of the new space economy through reusable rockets, Starlink satellite internet and the Starship program. It claims the offering, beginning “today,” could draw vast capital into U.S. markets, lift the dollar, enrich founders, workers and early backers, and alter benchmarks such as the S&P 500 and Nasdaq. It also says SpaceX and Starlink would become major stock-market anchors.

OpenAI and Anthropic are described as redefining productivity across finance, law, medicine, defense, research and transport through large language models such as GPT and Claude. The article argues that public trading would unlock pension fund money and other institutional capital that had been blocked from these sectors, while also forcing greater transparency. It even claims U.S. military use of Anthropic software has already aided operations in Venezuela and against Iran, despite the company’s internal objections.

Europe is portrayed as the main loser, because of fragmented capital markets, bank-dependent financing, strict regulation and the EU AI Act. London, Frankfurt, Tokyo and Hong Kong could also lose capital, while Asia would feel a smaller impact, with South Korea, Taiwan, Singapore, Malaysia and Vietnam benefiting as hardware and semiconductor suppliers. China is described as unable to match U.S. capital and innovation. Israel is said to be indirectly exposed through its high-tech sector and prior use of AI, drones and satellites against Iran.