People, every show

Andrew Fox

Analyst, Atreides Management. On 1 show, 1 appearance. The Shows tab opens the full record on each.

analystinvestoratreidesmgmt.com ↗

At Atreides Management, he conducts research and investment analysis across technology, AI compute architecture, data centers, and public and private equity. Before joining Atreides in January 2021, he served as an analyst at PJT Partners in New York advising TMT companies on M&A and SPAC transactions.

What they said5 Shows1

Everything Andrew Fox said on any show that made the record, most notable first. Each card names its show and opens the statement there.

BG2 Insight

Fox: Orbital Compute CapEx Is $5B/GW vs $20-25B Terrestrially

“The math you get to before you account for things like bad GPUs, bad satellites, right, these will all be things that happen, but the math you get to is it's about five billion dollars per gigawatt Of CapEx to put these in space. Right. For comparison, terrest…”

Andrew Fox Jun 11, 2026 ▶ 26:43 The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang · Bg2 Pod

BG2 Assertion Not checkable as stated

Fox: xAI signed compute deals with Anthropic and Google worth billions

“They just signed Anthropic at 22 to 23. They just signed Google at 50.”

Andrew Fox Jun 11, 2026 ▶ 24:12 The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang · Bg2 Pod

BG2 Prediction Open · timeframe Jun 2032

Fox: SpaceX Launch Cadence Will Reach Thousands of Flights

“So look, I think expectations for now, you know, we're going from, You know, call it a 160, 165 launches last year, up into the high hundreds of launches in the next several years. And, you know, getting into the thousands of launches probably in the next thre…”

Andrew Fox Jun 11, 2026 ▶ 9:23 The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang · Bg2 Pod

BG2 Insight

Fox: Starship Can Carry 5 Megawatts of AI Compute Per Launch

“And when you back into the numbers, you get to something like five megawatts of capacity per Starship launch.”

Andrew Fox Jun 11, 2026 ▶ 26:22 The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang · Bg2 Pod

BG2 Assertion Supported

Fox: Starlink Penetrates Under 1% of Global Households

“You look at the percent of global households with Starlink, it's less than one percent.”

Andrew Fox Jun 11, 2026 ▶ 10:49 The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang · Bg2 Pod

One line per show, most statements first. The link opens Andrew's full record on that show: the calibration, argument clarity, speaking style and every statement made there.

Show	Role there	Eps	Statements	Record
BG2LEDGER	Analyst, Atreides Management	1	5	100% 1/1	full record on BG2 Pod →