Matt Grimm

Matt Grimm is co-founder and Chief Operating Officer of Anduril Industries, a defense technology company building AI-powered autonomous systems for U.S. and allied national security missions. He oversees global business operations including procurement, manufacturing, supply chain, facilities, security, people management, and finance; previously he worked at Mithril Capital, Palantir, and Booz Allen Hamilton.

SpaceX, OpenAI, and Anthropic IPOs Could Reshape Public-Market Flows

TBPN’s John Coogan and Jordi Hays argue that SpaceX, OpenAI and Anthropic are no longer just IPO candidates, but infrastructure-scale companies whose listings could move index flows while arriving after much of the frontier-technology upside has accrued in private markets. Across the discussion, they frame AI models, memory chips and agentic software as strategic infrastructure forming before public markets, regulation, costs and supply chains have settled around it. Apeel founder James Rogers gives the adoption-side warning: he says a regulated food-preservation product with real retail traction was driven out of U.S. stores by a suspicion campaign that exploited trust gaps in the food system.

TBPNMay 22, 202628 min read