SpaceX, every mention
239 scenes, the whole family · ← back to SpaceX
tap a year for its mentions
every year anyone Jason Calacanis 200Chamath Palihapitiya 74David Friedberg 73Elon Musk 28David Sacks 26Brad Gerstner 20Thomas Laffont 13Gavin Baker 13Jared Isaacman 10Woody Hoburg 9
Verbatim, from the transcripts: the passages where SpaceX comes up
AI Kills Everybody or Doomer Psyop? OpenAI’s Math Breakthrough, Nike’s $200B Collapse
- ▶ 9:17 Chamath Palihapitiya And we were talking about Tesla and SpaceX.
GPT-6 Hits AGI? Tech Euphoria 2.0, SF Mansion Shortage, NYC Bans AI in Schools & Venezuela Oil Deal
- ▶ 17:56 David Sacks And then, you know, SpaceX did organize secondaries for years, but those were late stage, those were late stage companies, right?
Dario Defends Himself, Datacenter Panic, AI Doomer Trap, Senate Toss-Up
- ▶ 58:00 Chamath Palihapitiya Let me, let me, let me just say, you know, you've been seeing like the distribution of like cursor and then SpaceX. 2 times in the scene
Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback
- ▶ 0:18 Jason Calacanis You still in that SpaceX afterglow? 4 times in the scene
- ▶ 2:54 Jason Calacanis 1.75 trillion dollar IPO by SpaceX. 4 times in the scene
- ▶ 1:09:27 David Sacks There won't be an ROI, and everyone's going to be looking to Anthropic's quarterly earnings as the pace car, not just them, it'll be them and OpenAI and SpaceX, but you'd have to say that Anthropic right now is the pace car, and they're… 5 times in the scene
- ▶ 1:29:00 Gavin Baker XAI, you know, SpaceX is, you know, almost certain, you know, they have a right to acquire cursor, they're working with cursor, so maybe this is grading your own homework. 6 times in the scene
- ▶ 1:36:33 Gavin Baker But a world where Anthropik, OpenAI, and, you know, maybe even SpaceX are kind of the only model providers that dominate the model layer, that is a hard world for software.
Google’s AI Brain Drain, SpaceX's Huge Quarter, Airtable’s 90% Collapse, US Data Fuels China AI
- ▶ 6:06 David Friedberg They can work with SpaceX. 2 times in the scene
- ▶ 8:17 Brad Gerstner SpaceX also reported this week.
- ▶ 12:45 Jason Calacanis And XAI just had the SpaceX earnings.
- ▶ 20:40 Jason Calacanis Alright, let's talk SpaceX here. 8 times in the scene
- ▶ 31:17 Jason Calacanis And just on the headwinds that SpaceX 7 times in the scene
- ▶ 46:18 Jason Calacanis SpaceX's Gwen Shotwell, my guy Jake Paul, Nick Shirley, a lot of incredible people coming.
China Outbuilds America 230-to-1. Saronic Has a Plan
- ▶ 39:55 Jason Calacanis SpaceX, obviously, uh, and Elon's made that work. 4 times in the scene
- ▶ 46:42 Dino Mavrucas You mentioned Anduril, there's SpaceX and Palantir before that.
The Fight Over Open Source AI, Anthropic's $1.5B Payout, NYC Socialists: Evictions = Violence?
- ▶ 28:46 Jason Calacanis Third story is going to be the markets and Google specifically in Tesla and SpaceX.
- ▶ 1:08:03 Jason Calacanis IPO update, uh, SpaceX down 30% from its day one closing price, now trading 1.5 trillion, a lot of pressure on the stock, we'll talk about that as well. 2 times in the scene
- ▶ 1:13:05 David Friedberg There's also this portfolio of other bets, which, by the way, includes 10% of SpaceX and a good chunk of Anthropic that they own and so on. 2 times in the scene
Mark Cuban on the AI Bubble: Who Actually Gets Wiped Out?
- ▶ 1:36 Mark Cuban You got to outperform the, the fun next door, and they're all inanthropic and getting their outcomes at SpaceX and celebrating, but if shit hits the fan.
- ▶ 4:23 Mark Cuban Bubbles, right, in this particular bubble, because it's so driven by private capital, there should be a lot more companies going public, not at the SpaceX level, not open AI, not anthropic, but the hundred million dollar, um, IPO.
- ▶ 7:00 Mark Cuban You know, and if you, if you're able to change your life, if I work for any SpaceX, any of them, whatever, I'd be like, you know, somebody put together a collar for me.
Can the AI Industry Regulate Itself? Stripe Wants PayPal, China Catches Up, NY Bans Datacenters
- ▶ 30:11 Jason Calacanis Because now people are believing in venture because of the SpaceX distributions and all this M&A, and we have four or five companies that got bought since Donald Trump was elected president.
- ▶ 42:49 Jason Calacanis SpaceX had a data leak this week. 5 times in the scene
OpenAI vs Anthropic IPOs, Anthropic $3T, Zuck's Price War, China Ends Open Source?, Trump Accounts
- ▶ 3:14 Jason Calacanis SpaceX trading right about where it went public. 7 times in the scene
- ▶ 35:12 Brad Gerstner SpaceX has released an incredible model, you know, in the last two days.
- ▶ 1:07:29 Jason Calacanis SpaceX's president, Gwen Shotwell, she joined the party, put three hundred fifty million in her SpaceX shares and for children of lower income communities. 2 times in the scene
- ▶ 1:21:23 David Sacks Is that so, you know, when Gwen Shotwell contributes two million shares of space X to two million kids, each kid's getting a share of stock.
Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter
- ▶ 0:38 Jason Calacanis You're still floating on cloud nine after the SpaceX IPO?
- ▶ 48:32 Gavin Baker Now, I don't think we really know how good Mythos is, we don't really know how good the next OpenAI model is, we haven't seen the next SpaceX model, so maybe that gap opens up again.
- ▶ 1:11:09 David Sacks You know, one other point here that I guess is, it might be relevant to SpaceX AI, although don't have to limit it to this is, um, I think there's an assumption that over time it would get cheaper and easier to stand up 3 times in the scene
- ▶ 1:12:27 Gavin Baker And when Starship is reusable, it's going to cost five billion dollars to put a gigawatt of compute into space. 2 times in the scene
- ▶ 1:14:49 Jason Calacanis So more in the investigator, uh, investor, uh, investigator, uh, of the Tesla plus SpaceX marriage that, uh, everyone seems to believe is going to happen, uh, shortly. 2 times in the scene
- ▶ 1:27:26 Jason Calacanis Obviously, SpaceX had an incredible IPO, but has retreated from this, you know, otherworldly, 200 dollar share price. 7 times in the scene
World's First Trillionaire, Anthropic Fable Banned, The New Oligarchs, Iran Peace Deal
- ▶ 14:19 Jason Calacanis SpaceX had a record-breaking IPO and sixty billion dollar cursor deal was quickly consummated as predicted. 18 times in the scene
- ▶ 29:33 Jason Calacanis And I've beaten this drum on this podcast and my other podcast for a decade on this, but people knew SpaceX.
Anthropic's Fable Backlash, Nationalizing AI, Inflation Heats Up & California’s Broken Elections
- ▶ 52:42 Jason Calacanis AMD, they could own some SpaceX, they could have had Tesla in there.
- ▶ 55:48 Jason Calacanis SpaceX, a hundred percent.
All-In's Best Ideas Pitch Competition: 4 Investors Present Their Top Trades Live
- ▶ 52:26 David Friedberg There's another big push right now for microsats to be an alternative to GPS in a way that they can actually provide sub-centimeter resolution, effectively replacing both GPS and RTK using a mesh network from SpaceX launched or actually… 3 times in the scene
Bill Maris: How Google Could Crush AI Competitors, Why Small Funds Win, and AI's Atari Stage
- ▶ 18:48 Bill Maris Whether it's SpaceX or Anthropic or so forth, like, can that case be made?
- ▶ 24:31 David Friedberg These traditionally long investment cycle, capital intensive, high risk, like Elon is one of the few entrepreneurs that have successfully tackled, uh, deep tech business model with SpaceX and Tesla.
Why Secondary Markets Are Eating the IPO | All-In Liquidity Secondary Markets Panel
- ▶ 1:49 Brad Gerstner So this is people buying into Anduril, Anthropic, SpaceX, now represents 31% of all primary venture activity. 2 times in the scene
- ▶ 2:57 Jason Calacanis This is also having a profound impact, Gavin, on employees at these companies that I want to hear about because you've seen it up close and personal with SpaceX, and they have a very orderly process here. 5 times in the scene
- ▶ 10:40 Kelly Rodriques SpaceX, a private company for 24 years. 4 times in the scene
- ▶ 16:14 Brad Gerstner I bought the SpaceX IPO and it didn't go up three X.
- ▶ 20:51 Kelly Rodriques We can talk about this in detail later, that have 60 companies, including SpaceX, that are listed products for unaccredited, 500 dollar minimums, and that capital for those funds will be the underlying...
- ▶ 24:07 Gavin Baker Bailey Gifford was forced to sell SpaceX last year for regulatory reasons.
- ▶ 27:45 Kelly Rodriques And we had a bunch of retail investors show up in 2018 and 2019 that wanted to be in SpaceX.
- ▶ 29:37 Brad Gerstner Of the SpaceX IPO 3 times in the scene
- ▶ 32:52 Brad Gerstner Like, Anthropic, OpenAI, SpaceX, I don't think these companies have binary risk. 2 times in the scene
The IPO Comeback: Why Tech Giants Are Finally Going Public | All-In Liquidity IPO Panel
- ▶ 10:08 Jason Calacanis And the, the story's changed as well, obviously with SpaceX going public, but has the framing of Planet gone from like a data source for people who need data from space and maps to, hey, this is a tool to accomplish tasks
- ▶ 14:33 Will Marshall So, you know, we're collecting vastly more data about the planet, and with SpaceX and Starlink and OneWeb, they're, they're transporting far more data around the planet.
- ▶ 26:43 Brad Gerstner You have an innovation, right, you're just now, ah, public, so all of your investors are still under lockup, like, like Altimeter, but you guys have innovated with the banks on what I call a dribble lockup, so over six months, the shares… 4 times in the scene
Thomas Laffont: The $4T AI IPO Wave Is Coming… and We’ve Never Seen Anything Like It
- ▶ 3:52 Thomas Laffont And look at the diversity, SpaceX, Stripe, Anthropic, Databricks, Revolut, ByteDance, Anderil, we have internet, we have AI, we have FinTech, we have SpaceTech.
- ▶ 5:16 Thomas Laffont But, that doesn't include three companies that we know will be coming public pretty shortly, SpaceX obviously in the next few weeks, and we know Anthropic just today, the headlines hit that they've submitted confidentially for their S-one.
- ▶ 7:48 Thomas Laffont So, I know SpaceX, a lot of people are going to talk about SpaceX, so I thought I would share a little bit of how we as investors think about SpaceX, so that as you think about whether it's a stock that you want to own or you just want to… 6 times in the scene
- ▶ 20:04 Thomas Laffont It's really why I wanted to kind of show that SpaceX slide. 2 times in the scene
- ▶ 23:20 Thomas Laffont I love that these companies are gonna have to face the scrutiny, both SpaceX, OpenAI, and Anthropic, of the market, right?
- ▶ 30:09 Thomas Laffont The one thing I'll say on SpaceX, and look, I don't know whether 1.7 to five is the right price for the IPO, and you know, frankly, I have no clue. 2 times in the scene
Bill Ackman: Here's What the Market is MISSING
- ▶ 11:19 Bill Ackman I think you underwrite a SpaceX the way you underwrite a venture capital investment. 6 times in the scene
- ▶ 24:17 Bill Ackman You know, if SpaceX goes public at a trillion, seven hundred fifty billion dollars, it'll probably be the lowest cost of capital, equity capital transaction in the history of the world.
OpenAI CFO Sarah Friar: IPO, AI Rivalries, New Device, and Spending $100B+ on Compute
- ▶ 0:58 David Sacks So now we know SpaceX is going, and then the question is, when's, 2 times in the scene
Anthropic's Digital God, Pope vs AI, Job Loss Narrative Flips, Open Source Crackdown Coming?
- ▶ 1:14:48 Jason Calacanis Well, some people might take SpaceX, so.
SpaceX’s $2T Case, Nvidia’s Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?
- ▶ 0:24 Jason Calacanis We can start with the SpaceX and OpenAI IPOs.
- ▶ 41:01 Shyam Sankar And then we'll go on to the S-one from SpaceX.
- ▶ 45:23 Jason Calacanis They are aiming to raise 75 billy at a 1.75 trillion with a T valuation. 6 times in the scene
- ▶ 52:45 Gavin Baker They are all very convinced that orbital compute is going to be reality, and obviously SpaceX is extraordinarily well positioned for that. 2 times in the scene
- ▶ 57:12 David Friedberg And I don't own any SpaceX shares, and I'm not trying to sell the book of SpaceX, but I think that there's like an important aspect of, can you create a system that's not under the control of governments as a way to ensure humanity's… 3 times in the scene
- ▶ 59:10 Jason Calacanis When you compare it to what happened with SpaceX, um, with Starlink, which people said also wouldn't work. 6 times in the scene
- ▶ 1:06:32 Jason Calacanis When does that hit SpaceX's bottom line? 7 times in the scene
Trump-Xi Summit, Benioff: "Not My First SaaSpocalypse," OpenAI vs Apple, Multi-Sensory AI, El Niño
- ▶ 34:14 Jason Calacanis Obviously, they are compensated through, you know, stock, and there's this headwind, and you have competition for employees from OpenAI, Anthropic, and SpaceX, so how do you deal with rallying the troops, and then how do you develop a…
- ▶ 1:12:31 Chamath Palihapitiya Once SpaceX goes public, once Anthropic goes public, once OpenAI goes public, you're going to see a litany of these lawsuits back and forth between the purveyors of these SPVs. 2 times in the scene
Elon’s Anthropic Deal, The Next AI Monopoly?, “FDA for AI” Panic, Trading the AI Boom
- ▶ 7:41 Chamath Palihapitiya I think for Elon, if you look inside of how people try to nitpick the SpaceX valuation case, or let's not even, let's give them, sorry, let's be more generous. 3 times in the scene
- ▶ 12:38 David Sacks SpaceX has a profitable, I think very profitable space in telecommunications, Starlink business, the satellite business, but the XAI business had huge losses. 2 times in the scene
- ▶ 23:11 Brad Gerstner This is why the SpaceX IPO is going to trade at 40 to 50 times revenue. 2 times in the scene
- ▶ 52:21 Jason Calacanis There's no reason why NVIDIA, SpaceX, when they go public, Anthropic, when they go public, OpenAI, if and when they go public, or if they stay as a nonprofit.
- ▶ 1:04:53 Brad Gerstner SpaceX coming public is going to be a multi-trillion dollar, you know. 2 times in the scene
- ▶ 1:08:14 Chamath Palihapitiya It's the Nvidia's, it's the memory makers, it's the Anthropics, it's the SpaceX's, and, uh, it's the OpenAI's.
OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze
- ▶ 8:05 Jason Calacanis SpaceX IPO is obviously getting our first.
- ▶ 11:10 Chamath Palihapitiya That's a huge lane for Grok to just run through and SpaceX to run through because they have a ton of excess capacity.
SpaceX-Cursor Deal, SaaS Debt Bomb, New Apple CEO, SPLC Indictment, Colon Cancer Spike
- ▶ 4:54 Jason Calacanis Uh, topic one, SpaceX has signed a huge deal with cursor. 18 times in the scene
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare
- ▶ 30:08 Brad Gerstner They could do in the first four or five months of this year, the total revenue of SpaceX this year.
War with Iran + Pentagon vs Anthropic with Under Secretary of War Emil Michael
- ▶ 1:18:20 Emil Michael Now, because now, now if you're a great ask, you know, uh, someone who wants to do rockets and stuff, you go to SpaceX.
Epstein Files, Is SaaS Dead?, Moltbook Panic, SpaceX xAI Merger, Trump's Fed Pick
- ▶ 1:00:51 Jason Calacanis I don't want to end the show without talking about the SpaceX-XAI merger on Monday.
- ▶ 1:12:41 Brad Gerstner In the S and P 500, they'll own a little bit of SpaceX.
The Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026
- ▶ 1:21:13 Adam Goldstein It also happens to be home to a lot of the Elon companies, and so it borders SpaceX. 3 times in the scene
- ▶ 1:58:10 Chase Lochmiller I mean, you know, he's been an inspiration from, you know, building the Gigafactory to everything he's done at, you know, uh, SpaceX and,
Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos!
- ▶ 19:40 Jason Calacanis It's no longer Chris Saka representing Twitter and, you know, doing an orderly thing or Elon doing every six months an orderly thing where SpaceX keeps control of it. 2 times in the scene
Iran's Breaking Point, Trump's Greenland Acquisition, and Solving Energy Costs
- ▶ 11:55 Chamath Palihapitiya You had SpaceX enable Starlink over Iran, and then there was the attempt to use that mechanism to get information out, to fill in the mosaic, right?
Adam Carolla on California’s Collapse: Fires, Failed Leadership, and Gyno-Fascism
- ▶ 43:38 Adam Carolla And Tesla and SpaceX and all things Elon Musk going to Texas and all that kind of stuff.
All-In's 2026 Predictions
- ▶ 1:00:30 Chamath Palihapitiya My contrarian belief, number one, is I don't think SpaceX will IPO. 3 times in the scene
- ▶ 1:20:31 Jason Calacanis SpaceX, Android, Stripe, Anthropic, and OpenAI. 2 times in the scene
OpenAI's Code Red, Sacks vs New York Times, New Poverty Line?
- ▶ 1:00:24 David Friedberg Palantir, SpaceX, I could go down this list.
Pete Buttigieg: The Left's Identity Crisis, Wealth Tax, 2024 Mistakes, Plans for 2028
- ▶ 19:17 Jason Calacanis We now can get to space for, you know, five percent of the cost that we used to, thanks to Elon Musk and SpaceX.
NBA Gambling Scandal, Billionaire Tax, Tesla's Future, Amazon Robots, AWS Outage, Dangerous AI Bias
- ▶ 1:01:08 Jason Calacanis So SpaceX buys them and sends them to Mars.
The Next Bubble Is Already Here - Chamath Palihapitiya
- ▶ 0:50 Jason Calacanis SpaceX, let's say, it never goes public.
Biggest LBO Ever, SPAC 2.0, Open Source AI Models, State AI Regulation Frenzy
- ▶ 13:31 Jason Calacanis SpaceX, let's say, it never goes public.
- ▶ 20:03 Chamath Palihapitiya You know, that image of the Raptor engines? 4 times in the scene
Eric Schmidt on AI, the Battle with China, and the Future of America
- ▶ 8:05 Chamath Palihapitiya Recently you, ah, took over, ah, Relativity Space, and I think for, for the people that don't know, this is a business that effectively, whose ambition is to compete with SpaceX. 2 times in the scene
Robinhood CEO Vlad Tenev on tokenizing stocks, expanding access to private shares, fintech's future
- ▶ 4:48 Vlad Tenev And, and so we, we were actually, I think, the first to tokenize OpenAI and SpaceX, and we made that available to our retail customers in Europe in the form of a giveaway, and, and that was very, very exciting. 2 times in the scene
page 1 of 3 · 100 scenes per page · newest episode first next →