Bitcoin vs AI + SpaceX's Historic IPO | PBD #815

**Donald Trump** (0:19)
My son's right there.

**Anthony Pompliano** (0:20)
I think I've said this before.

**Patrick Bet-David** (0:26)
Folks, if you want to learn how to make money, sometimes you gotta pay attention to what's going on to these IPOs because there's a lot of money being made right now. We're gonna talk about that today. We got a bunch of smart guys here with us. We got Pomp back here with us.
I'm sure Silvia is gonna be with us today as well sometime. Tom is here, and then we have, of course, national security guy, Assetto here. So stories, IPO, we got SpaceX, okay?
That's IPO in, and I got a call. We talked to our Goldman folks about SpaceX. I think they're leading the round, if I'm not mistaken. Then you have Sarah's Bras, not Sarah's Bras, Sarah Bras. People have a hard time pronouncing that. Tom's been coaching me this morning with my English St. Pat. It's not Saree Bras, it's Sarah Bras. That's the proper way to announce it. You wanna know the craziest thing? They are oversubscribed 20x. Imagine you're going and saying we wanna raise whatever, half a billion dollars, and they're like, yuck, that's a problem. We got 10 billion dollars of people that wanna invest with you. What do you wanna do? That's what's going on with them. I think they're up, if I'm not mistaken, 68% after day one time. You can fact check me on this one here.

**Tom Ellsworth** (1:30)
It was huge.

**Patrick Bet-David** (1:31)
It was massive, yes.

**Tom Ellsworth** (1:32)
It was bouncy, but it was huge.

**Patrick Bet-David** (1:33)
OpenAI that's coming out saying we're revamping the chat. We're revamping what we're doing. Some people are saying, I don't know how much you're gonna revamp because Carl's been beating the crap out of you, but maybe they are doing something. We're also going through the IPO and then we have Anthropic, which with the new Fable 5, I don't know if you've heard anything about the Fable 5, if you're not following it, we'll cover that today. It's apparently supposed to be something insane that they've never seen before. So a lot of conversations, couple years ago I called it, I said 2026 gonna be the year IPO, and that's exactly what's happened. A lot of people are like waiting to deploy their money to get involved in some of these things, but are all of them good to get into or not? There's even a Cal-Shee that just came out, I think 10 minutes ago, 15 minutes ago, they said there's a 12% chance, Cal-Shee is saying, that Mr. Beast may announce an IPO this year, which I wanna get your thoughts on, because I know we talked about that last time, and let's see what he's gonna be doing with that. Next story, World Cup, ready for this? 180,000 tickets are unsold, that they haven't sold. What do you mean you haven't sold World Cup tickets? You saw videos about Nick fans, guys outside asking questions, how much do you pay for your tickets?
$60,000, $60,000, $20,000, $200,000. Then Juan Soto's walking by, they ask him, I don't know if you saw this.

**Anthony Pompliano** (2:46)
I saw, he said, ask the Knicks.

**Patrick Bet-David** (2:47)
Yes, ask the Knicks, he said, ask the Knicks. People are paying $20,000, $200,000. I know you're going to the game tonight, you were at the game. Yeah, you got the game on Monday, so we'll see what's gonna happen there. But World Cup, more hotels are selling out in Mexico and Canada than the US, and people are wondering why. Why is that? Is it a visa issue?
Is it an economy issue?
Is it not interest? There's some data that came up in Wall Street Journal a couple of days ago saying Americans were not interested in soccer. Right now, they are more than even MLB, is what it's saying, story that came out. So we'll see what that story could look like. Next, Kevin Warsh, who is replacing Powell, has announced that he wants to take it all the way down to 1%, but CPI came out, I think it's 4.2, and so there's some contradictions. He's supposed to raise the rates, but 60% of the inflation is apparently tied to, you know, it's fuel related and diesel and all this stuff. So we'll see, we'll get into that. Florida, if you live in, if you don't live in Florida, listen, if you live in California, earmuffs.
When we do this story, just don't listen to it.
If you're somebody who's very rich and you chose to live in New York, for whatever reason, used to live in Florida, maybe you might move back to New York, not that anybody here would ever do such a thing on this panel, Pompliano would never do such a thing.