SpaceX, every mention
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every year anyone Harry Stebbings 182Rory O'Driscoll 31Jason Lemkin 18Justin Fishner-Wolfson 10Steve Jurvetson 9Shervin Pishevar 8Everett Randle 8Mike Maples 6Brian Singerman 6Mark Suster 5
Verbatim, from the transcripts: the passages where SpaceX comes up
Labour, Engineering, Social Media, GrokBots, Cybercabs: 7 Predictions for How AI Changes the World
- ▶ 21:41 Matteo Franceschetti I'm really bullish on SpaceX, personally.
Jensen Huang Declares AGI Has Arrived | Tesla Launches Cybercabs | Index Pulls Out of Town
- ▶ 1:17 Jason Lemkin And a lot of actually AI GTM applications are included and instinct and GrokBot's the interesting one because SpaceX is public where one of the reasons they work is because they can break the rules.
- ▶ 1:00:42 Rory O'Driscoll You know, there's typically this mental rule, you only want a certain percentage to go to retail, but that percentage has expanded, and I think SpaceX had a high retail allocation of 30%, right?
- ▶ 1:22:00 Rory O'Driscoll I'm going to be getting, as my wife said when SpaceX went out, looks like we got some of that from Elon too, right?
Town vs Instinct vs GrokBot | Why the AI Assistant Market Is Not a Bubble
- ▶ 35:33 Jean-Denis Greze There is the, there's the, like, Apple, Google, SpaceX, Grok, GrokBot, Cursor, you know, OpenAI and Anthropic starting gates.
How to Build Your Own Data Center & Why Every Startup Should Do It
- ▶ 51:31 Cliff Weitzman You have Speechify, 11 Labs, Gemini, uh, Grok, so SpaceX is now in the race, and, uh, Cartesia, and that's kind of it.
- ▶ 56:28 Harry Stebbings You can buy one, SpaceX or Meta. 5 times in the scene
NVIDIA Crushes Quarter | OpenAI Cuts Off Cursor | Instinct Hits $2.5B Valuation
- ▶ 12:19 Rory O'Driscoll Elon is now running SpaceX that owns Cursor.
Should American Enterprises Work With Open-Source Chinese Models? | Only 10% of Neo-labs survive
- ▶ 36:45 Harry Stebbings How much does it help you or hurt you that Cursor was bought by SpaceX?
- ▶ 1:20:03 Eno Reyes I think that there's a real serious chance that if we let SpaceX
Inside Sequoia's Investment Committee | How the SpaceX & Citadel Deals Went Down | Julien Bek
- ▶ 0:45 Julien Bek Credits to Sean when he brought in the SpaceX investment.
- ▶ 17:26 Harry Stebbings Like, you know, Sean is bringing out SpaceX, and you're like, you know, Neros, and like, unbelievable companies, and you're like... 3 times in the scene
- ▶ 51:24 Harry Stebbings God, you'd be pissed if you're Sean McGuire, aren't you, just being like, I just did SpaceX.
The AI Bubble WILL Burst | Should we be fearful of Chinese Open-Source | Jerry Murdock
- ▶ 43:15 Harry Stebbings It seems like IPO markets are open for the rare few, for Anthropic and OpenAI when they want to, for SpaceX, but I'm concerned that your Airtable of the world at four 85 couldn't IPO.
Stripe's $8B OpenRouter Bet | Anthropic's First Profit & The Math Behind Reaching $600B in Revenue?
- ▶ 0:00 Harry Stebbings SpaceX closes the sixty billion dollar all stock takeover of Cursor.
- ▶ 1:12 Harry Stebbings SpaceX closes the sixty billion dollar all stock takeover of cursor, minting thousand X returns for the likes of Alipartovia Neo. 6 times in the scene
- ▶ 43:56 Jason Lemkin And we may not trade with the hype that SpaceX and Anthropic did, and the world will not end.
Canva Slashes Growth | Talent Exodus at Google | Revolut's $50B CEO Package | Musk's $55B Terrafab
- ▶ 1:02:25 Rory O'Driscoll I haven't read the detail, but it would be interesting if SpaceX and Tesla merge, does he hit the big ka-ching on Tesla as well?
OpenRouter CEO: Why Chinese Open Models Are Beating the US | Why Enterprises Fear OpenAI & Anthropic
- ▶ 51:03 Alex Atallah Um, and like a focus on people, uh, you know, it, it's like something for the brand that maybe Grok and like space, like X, SpaceX AI have it too.
The AI Boom Will Create Enormous Roadkill: Who Wins & Loses? | David Frankel
- ▶ 20:24 David Frankel And I think in, you know, OpenAI and Anthropic and SpaceX, we're seeing that already. 3 times in the scene
- ▶ 27:53 David Frankel Now, of course, if you were in, like, you know, if you're like Josh and you're in SpaceX and OpenAI, that's gonna be, like, the most ridiculous fund.
Jensen's Open-Weights Letter | Google Cloud Grows 82% But The Market Tanks
- ▶ 36:23 Rory O'Driscoll Just to be a NeoCloud hyperscaler, forget owning a model, just the business of renting compute to OpenAI and Tropic and Space and, and OpenAI and Tropic has been a great business, so therefore it will continue to be a great business. 2 times in the scene
Will Open-Source Threaten Anthropic's Business & Do Margins Matter in a World of AI | Matt Murphy
- ▶ 18:31 Harry Stebbings I saw, like, SPVs for SpaceX on Instagram Reels, and at that point, I knew that it was a heated market.
The Open-Source AI Reality | How Token Costs Will Fall 10X & Usage Will Explode 100X | Lin Qiao
- ▶ 37:46 Harry Stebbings How do you think about the concern of a cursed churn in the wake of a SpaceX acquisition?
Zuckerberg Back on X Challenging Codex & Claude Code | SK Hynix’s $26BN IPO · 20VC with Harry Stebbings
- ▶ 16:05 Rory O'Driscoll They're starting to offer their capacity now, just like SpaceX, on a, you know, short-term basis. 2 times in the scene
- ▶ 49:09 Rory O'Driscoll OpenAI hasn't had time to get its systems together yet, right?
Enterprises Fear Frontier Models | Sam Altman Offers Trump 5% of OpenAI | DeepSeek Builds Own Chips · 20VC with Harry Stebbings
Why Now is the Time for the App Layer | Why Startups Should be TokenMaxxing | Mike Mignano, USV · 20VC with Harry Stebbings
- ▶ 7:12 Mike Mignano I'm talking about OpenAI, Anthropic, XAI, SpaceX, et cetera.
- ▶ 42:03 Harry Stebbings But my point being, like when you have a SpaceX at three trillion,
- ▶ 1:05:08 Mike Mignano Again, they've done Anthropic, they've done XAI, they've done SpaceX, they've done amazing, amazing, uh, investments over the past, you know, uh, I mean, over the history of the firm, but really over the past four years of AI, they've been…
Coinbase Cuts AI Spend by 50% | Kalshi's $40B Valuation & Impending IPO | The Year for SaaS Roll-Ups · 20VC with Harry Stebbings
- ▶ 42:48 Harry Stebbings Ok, um, SpaceX. 3 times in the scene
How We Got Fred Wilson, Benchmark and Index to Invest $94M | Why Robinhood's Strategy is Wrong · 20VC with Harry Stebbings
- ▶ 8:09 Harry Stebbings I think SpaceX will go up, you think it will go down. 4 times in the scene
- ▶ 52:31 Harry Stebbings How do you expect, and the, because you're going to now have Anthropic, OpenAI, and SpaceX. 5 times in the scene
Nikesh Arora on the Frontier Model Problem: Breadth vs Depth | The Future of Token Costs · 20VC with Harry Stebbings
- ▶ 1:11:34 Nikesh Arora Now, you had 20 years to invest in SpaceX. 2 times in the scene
Anthropic's Fable Banned by US Government | Wix & Adobe Hit All-Time Lows | Mistral Raising at $20BN · 20VC with Harry Stebbings
- ▶ 0:16 Harry Stebbings This week, number one on the agenda, SpaceX completes the largest IPO in history.
- ▶ 1:17 Harry Stebbings Uh, SpaceX, the largest IPO in history. 10 times in the scene
- ▶ 16:25 Everett Randle To be clear, it's going to be a very, like, 95% of their cumulative invested capital is in SpaceX and or other Elon companies. 2 times in the scene
- ▶ 38:35 unnamed speaker To a company that, even though it was called SpaceX, turns out that the vast majority of the market is in AI, as Lisa, they frame it now. 2 times in the scene
- ▶ 46:54 Everett Randle You know, the Sierras and Fireworks and Lagoras and Mercores and Langchains and Haygens of the world in that fund, um, and, and many others as well, and so the, the funds look, the funds obviously, um, look, look awesome, but, um, but no,…
Perplexity CEO: Micron Will Be More Valuable Than Meta & How Export Controls Helped Not Hurt China · 20VC with Harry Stebbings
- ▶ 38:13 Aravind Srinivas Metacloud that, that rents out servers like what Elon's doing at SpaceX.
- ▶ 1:16:52 Harry Stebbings We have space ice, we have Anthropoc, we have open AI going public.
- ▶ 1:22:08 Aravind Srinivas I think it's getting sold to SpaceX.
- ▶ 1:25:42 Harry Stebbings SpaceX, Anthropik, or OpenAI, the three IPOs coming in the next few months, which you buy and hold for 10 years, and why? 4 times in the scene
SpaceX Launches Largest Ever IPO | OpenAI Files to Go Public | Uber Cuts 23% of HR · 20VC with Harry Stebbings
- ▶ 0:12 Harry Stebbings SpaceX begins their seventy five billion dollar IPO roadshow at a whopping 1.77 trillion dollar valuation. 2 times in the scene
- ▶ 1:24 Harry Stebbings We have to start with SpaceX. 6 times in the scene
- ▶ 10:40 unnamed speaker It would not be surprised me if this IPOs with a whimper at the end of the day, it doesn't matter for SpaceX. 5 times in the scene
- ▶ 1:08:34 unnamed speaker I mean, you've got, you know, you've, you've got, you know, SpaceX by Friday, you've got the two big model companies by the end of the year.
Anthropic Files to Go Public | Cognition Raises $1BN at $26BN Valuation | The 996 Work Ethic · 20VC with Harry Stebbings
- ▶ 1:57 Jason Calacanis This door of SpaceX is going to IPO in five years, five years to a trillion, ok?
- ▶ 15:13 unnamed speaker So I'm actually just looking for, I mean, it was at SpaceX. 4 times in the scene
- ▶ 1:10:09 Jason Calacanis The sixty billion dollar cursor acquisition, the, the SpaceX IPO, the, the whatever, the bankruptcy, the stress, and so the, you know, these, that's why these lawyers can charge up to 10,000 dollars an hour now because, uh, the, the…
- ▶ 1:20:30 Jason Calacanis Maybe I'm, maybe I'm indexing on something that's less important than it is to Robinhood, but this idea that you could, like, listen, maybe we're all just going to trade GameStop and SpaceX up to five trillion, but at least the agent can…
- ▶ 1:25:09 Harry Stebbings You know, Menlo will make ten billion dollars in carry, uh, Spot will too, plus, um, Founders Fund will make more than that from SpaceX.
OpenAI & SpaceX S1 Drops | Layoffs at Cloudflare & ClickUp | OpenRouter & Polsia Raise Mega Rounds · 20VC with Harry Stebbings
- ▶ 0:29 Harry Stebbings SpaceX then drops theirs, the largest IPO in history.
- ▶ 18:08 unnamed speaker Are they about to spend a whole ton with SpaceX? 2 times in the scene
- ▶ 37:58 unnamed speaker Even with Schwab and everyone coming in for SpaceX. 6 times in the scene
- ▶ 45:41 unnamed speaker They nailed it on Compute, but maybe should have spent a little more time, you know, on the enterprise features of their model, so they're behind there, and obviously, you know, if you look at the X.AI part of SpaceX, leaving aside the… 10 times in the scene
- ▶ 1:12:29 unnamed speaker Then the second comment is if you look at the, um, if you look at the SpaceX S-One, remember I said that 90% of the market is AI?
Cerebras CEO on the Future of Data Centres, Token Costs & Memory | Should US Companies Sell to China · 20VC with Harry Stebbings
- ▶ 53:33 Harry Stebbings You timed the IPO with the greatest of respects, in my mind, to absolute perfection before a SpaceX IPO, before Anthropic or OpenAI.
Why Anthropic Are Causing a Comp Crisis & Why You’d Never Hire From Salesforce or ServiceNow · 20VC with Harry Stebbings
- ▶ 1:01:46 Chad Peets I mean, I'll tell you, at SpaceX and XAI, uh, they have done an incredible job of having people that believe in the mission. 2 times in the scene
- ▶ 1:08:20 Chad Peets I mean, I, I mean, working with X has been one of the, the, the space XI, which we're now called has been one of the great joys of my life.
Anthropic Raises $30BN at $900BN Price | SpaceX Files S1: How Does it Trade | Cerebras Smashes Day 1 · 20VC with Harry Stebbings
- ▶ 0:31 Harry Stebbings Next, we have Cerebris IPO smashes expectations and breaks the 300 dollar mark, and then finally, SpaceX, they set June the 12th for the largest IPO in history, 1.75 trillion dollar market cap, raising seventy five billion dollars. 2 times in the scene
- ▶ 49:08 Jason Lemkin I think it's good for, for SpaceX. 5 times in the scene
- ▶ 1:26:46 Rory O'Driscoll It's the April period for SpaceX, not the flip. 2 times in the scene
Anthropic Buys Compute From Elon & Commits $200BN to Google | Cerebras IPO | Ramp Raises at $40BN · 20VC with Harry Stebbings
- ▶ 0:07 Harry Stebbings Kicking us off this week, Anthropic partners with SpaceX.
- ▶ 7:44 unnamed speaker It says this is a market consolidating, and even though they will deny it till the day they die, what this is is x.ai slash SpaceX slash Grok basically saying we're not going to be right now a leading edge model contender. 5 times in the scene
Anthropic's Raise & What It Means for Potential IPO? Mag7: Google & Amazon Up, Meta & Microsoft Down · 20VC with Harry Stebbings
- ▶ 15:59 Jason Lemkin But you know, one of the reasons like Salesforce ventures and Google, Google owns so much of SpaceX and everybody is you could do something with the cash.
- ▶ 1:09:00 Rory O'Driscoll You know, first of all, you have another IPO pricing in advance of you that has way more risk and story risk in it in terms of SpaceX.
Anthropic Raises $45B but Falls Short on Compute & Thoma Bravo Hand Back Medallia Keys to Creditors · 20VC with Harry Stebbings
- ▶ 17:40 unnamed speaker Adjusted PE multiple based on growth, based on cash flows, entirely rationally in a way that any value investor could buy it, which by definition means it won't trade like SpaceX, which is going to trade hopes, dreams, and prayers, right?
- ▶ 1:19:21 unnamed speaker So it's a way to say I got an investment in SpaceX, Atropic, and OpenAI, you know. 3 times in the scene
Replit CEO: Why the SaaS Apocalypse is Justified & Why Coding Models are Plateauing | Amjad Masad · 20VC with Harry Stebbings
- ▶ 31:28 Amjad Masad If I'm writing, like, mission-critical software for self-driving cars or, or a NASA or SpaceX mission, I think there's always going to be a need for some kind of IDE.
Cursor Acquired for $60BN | Anthropic Hits $1TRN in Secondary Markets & Figma, Adobe, Canva Dead? · 20VC with Harry Stebbings
- ▶ 0:07 Harry Stebbings Cursor acquired by XAI, or SpaceX, for sixty billion dollars with a ten billion dollar break clause.
- ▶ 1:20 Harry Stebbings Cursor is being acquired by XAI, SpaceX in other words, 12 times in the scene
- ▶ 13:54 Harry Stebbings I mean, and I'm getting cash or I'm getting space? 8 times in the scene
- ▶ 22:55 Jason Lemkin And we're adding SpaceX. 3 times in the scene
- ▶ 34:46 Rory O'Driscoll Don't mind you, you will be sweating that SpaceX lockup.
SpaceX's Financials Leaked: Is it Worth $2TN | Meta Debuts Muse Spark: Are They Back in the AI Race? · 20VC with Harry Stebbings
- ▶ 1:02:46 Harry Stebbings We had the financials for SpaceX leaked.
- ▶ 1:23:55 unnamed speaker SpaceX, Anthropic, OpenAI in that order. 2 times in the scene
OpenAI Buys TBPN & Their Management Team Reboot | Mercor Hack & Why Now is the Time for Cyber · 20VC with Harry Stebbings
- ▶ 0:37 Harry Stebbings And then SpaceX finally, confidentially, files for IPO targeting a two trillion dollar valuation. 2 times in the scene
- ▶ 25:58 Harry Stebbings I'm gonna give you a hard one before we move to SpaceX.
- ▶ 30:07 Harry Stebbings SpaceX finally, finally, confidentially files for IPO targeting a two trillion dollar valuation. 14 times in the scene
- ▶ 41:52 Harry Stebbings I think it's actually just like in the face of increasing competition from a founder's fund who've got an Andrew and a SpaceX at their tailwinds for founder brand and Andreessen, which are more attractive than ever for founders.
Demis Hassabis: Why AGI is Bigger than the Industrial Revolution & Where Are The Bottlenecks in AI · 20VC with Harry Stebbings
- ▶ 29:25 Demis Hassabis Um, it was at a, it was at a founder's fund because we were both, SpaceX and DeepMind were part of a same portfolio, kind of amazing portfolio that 3 times in the scene
OpenAI Kills Sora & Hits $100M ARR on Ads | Oura Going Public & Whoop Raises at $10BN · 20VC with Harry Stebbings
- ▶ 48:27 unnamed speaker Yeah, speaking of, founders are about to get the all-time prize because they invested in the space monopoly, and 20 years later, they're going to cash in their chips, right?
- ▶ 1:03:14 unnamed speaker He made a brilliant call to align with SpaceX, been on the board of Tesla and SpaceX. 5 times in the scene
Why You Need a $1B Fund To Do Series A | SpaceX at $2TRN & Data Centers in Space | Groq's $20BN Deal · 20VC with Harry Stebbings
- ▶ 0:16 Harry Stebbings SpaceX at two trillion after TerraFab.
- ▶ 15:31 Harry Stebbings SpaceX, TerraFab, 6 times in the scene
99% of Drone Companies Will Die & Why Anduril’s Products Aren’t an Ethics Debate | Matthew Steckman · 20VC with Harry Stebbings
- ▶ 42:57 Matthew Steckman And then you have, um, SpaceX, which is just dominating on the commercial side. 2 times in the scene
Gokul Rajaram: How to Analyse for Durability and Defensibility in a World of AI · 20VC with Harry Stebbings
- ▶ 57:39 Gokul Rajaram There's a SpaceX fund, et cetera.
Anthropic vs The Pentagon: Who Wins? | The Data Center Arms Race | The Ultimate Stock Picks · 20VC with Harry Stebbings
- ▶ 50:22 Harry Stebbings They invested the last 3.3 in 11 months in amazing businesses like SpaceX and Stripe and Anduril.
"Cursor is Dead" is Total BS: Here is Why | Miles Clements · 20VC with Harry Stebbings
- ▶ 14:49 Miles Clements Plus you have the labs, you have SpaceX and, you know, companies in the private market.
- ▶ 26:21 Harry Stebbings When we look at the big exits this year, you've got Databricks, you've got Anthropic, you've got OpenAI, and you've got SpaceX.
Anthropic vs The Pentagon: Who Wins? | OpenAI's $110BN Mega Round | Cursor Hits $2BN in ARR · 20VC with Harry Stebbings
Insights from Coatue's Growth Investor Lucas Swisher · 20VC with Harry Stebbings
- ▶ 5:21 Lucas Swisher You can own some things in the public markets, but you may say, I want to own OpenAI in Anthropic and SpaceX, which now owns XAI, right?
- ▶ 24:31 Lucas Swisher You don't actually have to be in, you don't have to catch the seed of SpaceX.
- ▶ 36:32 Lucas Swisher And I think a lot of investors are focused there right now because what ends up happening is if you can't invest in OpenAI and Anthropic and Revolut and SpaceX and Canva and, you know, all of the companies that are these great platform…
- ▶ 54:25 Lucas Swisher They have this like SpaceX, you know, it's like, how do you value space?
Thrive Raises New $10B Fund | OpenAI Buys OpenClaw | Stripe at $140B: Is Adyen Wildly Undervalued? · 20VC with Harry Stebbings
- ▶ 55:19 Rory O'Driscoll Amatropic, OpenAI, and SpaceX.
- ▶ 1:10:28 Rory O'Driscoll Now, there's only a few companies who raise those kind of rounds, but if, you know, if there's four or five companies valued at north of a hundred billion dollars, a 10% for that, which is, you know, the two model companies, SpaceX,…
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