SpaceX, every mention
33 scenes · ← back to SpaceX
tap a year for its mentions
every year anyone David Rosenthal 13Ben Gilbert 13Katherine Boyle 4Emily Chang 2Brad Gerstner 1
Verbatim, from the transcripts: the passages where SpaceX comes up
Google Part III: The AI Company. Google is amazingly well-positioned... will they win in AI? (Audio) · Acquired
- ▶ 1:11:48 Ben Gilbert Come over to SpaceX.
- ▶ 2:04:29 David Rosenthal Meanwhile, I'm here building SpaceX and Tesla.
Meta (Audio) · Acquired
- ▶ 1:26:54 David Rosenthal What if Elon hadn't started SpaceX?
Acquired LIVE from Chase Center (with Daniel Ek, Emily Chang, Jensen Huang and Mark Zuckerberg) · Acquired
- ▶ 55:45 Emily Chang We're going to keep moving quickly because, um, I really want to make sure we get to the last one, but SpaceX, one of your most popular episodes ever.
- ▶ 56:07 Emily Chang Can you grade SpaceX today knowing that Starlink is just even bigger?
- ▶ 56:12 Ben Gilbert Ok, so, yeah, the company was valued at thirty six billion in May of 2020 when we did the episode.
- ▶ 56:16 Ben Gilbert At that time they had had 26 successful launches that year.
- ▶ 56:20 Ben Gilbert Uh, last year they did 96 launches and they're planning to do a 118 this year, which is over two a week.
- ▶ 56:30 David Rosenthal They're doing one every three days.
- ▶ 56:36 Ben Gilbert They now have Starlink, which is estimated to do six and a half billion dollars in 2024, and they are reportedly profitable as a business.
- ▶ 57:13 David Rosenthal Uh, and now, I'm, I'm pretty sure Starlink is the entire, like, SpaceX was valued at thirty-six billion when we did the episode.
Lockheed Martin (Audio) · Acquired
- ▶ 3:04:56 David Rosenthal But if you look at some of the most successful Silicon Valley-style startups that are selling defense to the government, you know, whether it's SpaceX or Angel or others, yeah, they're selling hardware.
- ▶ 3:10:55 Ben Gilbert This is especially pre-SpaceX, or before SpaceX was as powerful as it is today.
- ▶ 3:11:30 David Rosenthal Which, as we talked about on the SpaceX episode, really opened the door for SpaceX to come in and compete.
- ▶ 3:11:36 Ben Gilbert And the reason they didn't go well was because in sort of the pre-SpaceX era,
- ▶ 3:12:09 Ben Gilbert Way more than they used to do, but still way less than SpaceX over the next five years or so with this Vulcan rocket.
- ▶ 3:12:15 Ben Gilbert Still more expensive than SpaceX, but, you know, they started from big incumbents rather than starting from a startup, so it's just sort of a different disposition.
- ▶ 3:12:47 David Rosenthal Is that because Bezos doesn't want to launch on SpaceX?
- ▶ 3:25:17 Ben Gilbert There's another one I've been thinking about, which is a parallel to our SpaceX episode, where if you'll remember on the SpaceX episode, we talked about, and gosh, that was a lifetime ago, three years, about how NASA prioritized safety…
- ▶ 3:25:43 Ben Gilbert SpaceX came in and said, what if we do it on a two-year time span, and we figure out how to be much more iterative in our development, and we're happy to explode some rockets, not with people on them, and you sort of take this, again, much…
Holiday Special 2022 · Acquired
- ▶ 1:18:04 David Rosenthal Next Elon company that we'll cover after our old SpaceX episode is open AI.
Amazon Web Services · Acquired
- ▶ 1:57:55 David Rosenthal I don't know if they worked with SpaceX or somebody or maybe Blue Origin
Amazon.com · Acquired
- ▶ 3:17:56 David Rosenthal The Tesla or SpaceX wasn't gonna make it.
- ▶ 3:18:00 David Rosenthal Now, of course, that makes Tesla and SpaceX sound bad, but resilience is not alone enough to tell if something is a good investment.
- ▶ 3:18:10 David Rosenthal The other dimension you want to pay attention to is optionality, and obviously early Tesla, early SpaceX had huge optionality associated with them, and
- ▶ 4:03:56 Ben Gilbert There's so many other companies where, compare it to Elon Musk, for example, you look at SpaceX, it worked.
American Dynamism (with Katherine Boyle) · Acquired
- ▶ 12:13 Katherine Boyle I mean, you look at SpaceX and SpaceX is one of the most important companies, one of the largest private venture back companies.
- ▶ 12:18 Katherine Boyle And yet for the first 10 years of SpaceX, there was a lot of fear and a lot of worry that investors wouldn't necessarily see a return.
- ▶ 12:30 Katherine Boyle And there was a ton of sort of questions even until very recently around the business model of SpaceX.
- ▶ 16:44 Katherine Boyle And it's everything from SpaceX and Palantir, which, you know, are companies that really were helping
Altimeter (with Brad Gerstner) · Acquired
- ▶ 1:42:18 Brad Gerstner And make sure that every child in this country owns their tiny little slice of Apple, of Walmart, of Tesla, of the future SpaceX, right?
Standard Oil Part II (Extended Cut) · Acquired
- ▶ 2:28:28 Ben Gilbert Or SpaceX, and you're like, do I want to hold SpaceX shares and Starlink shares?
- ▶ 2:37:00 David Rosenthal Thank you, SpaceX.