SPCX, Anthropic, OpenAI: Three Companies to Lead Next Tech Frontier
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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. Ryan adds that Anthropic's projected $100 billion run rate justifies the Claude parent's $2 trillion IPO. As for OpenAI, he points to the software giant benefitting from frontier models. Segment originally aired Wednesday, September 30, 2026. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vi
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