The IPO floodgates are opening — and AI is driving the wave.

Dan Nathan sits down with CNBC anchor and tech columnist Deirdre Bosa to break down the biggest stories in tech right now: SpaceX's confidential IPO filing, the Anthropic vs. OpenAI battle for investor dollars, Apple's strange standoff with the vibe coding generation, and why the AI trade has been a dud in public markets even as private valuations soar.

Then, Dan talks with Michael Manapat, Co-Founder and CEO of Rowspace — the AI-native financial data platform that just raised $50M in a Sequoia-led round. Michael breaks down why private equity and private credit firms can't afford to sit on the sidelines anymore, how Rowspace is deploying agents across every layer of their business, and what it really means to be "AI-native" in 2026.

Two conversations. One throughline: the money is moving, the window is open, and the firms that don't adapt are already behind.

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