The Ledger, every show

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SOURCERY Prediction Open · timeframe Jul 2028

Johnston: SpaceX will reach a $10 trillion valuation within years

“My hottest take right now is that the SpaceX IPO is the, gonna be viewed historically as the most undervalued IPO of all time. I think they will tear through 10 trillion within, you know, certainly within the next couple of years, and then have almost unlimite…”

Philip Johnston Jul 19, 2026 ▶ 24:07 AMD, Starcloud, Coatue..10 Hot Takes From The Biggest Names in AI · Sourcery with Molly O'Shea

SOURCERY Assertion Not checkable as stated

Johnston: StarCloud secretly flew three Arm GPUs on its first spacecraft

“We flew an ARM chip on our first spacecraft. We flew three ARM GPUs on our first spacecraft. Nobody knows about that, but we did.”

Philip Johnston Jul 19, 2026 ▶ 25:41 AMD, Starcloud, Coatue..10 Hot Takes From The Biggest Names in AI · Sourcery with Molly O'Shea

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