The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
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Friedberg: Coastal Commission cited Musk's tweets to block SpaceX launches
“I will comment on the California Coastal Commission ruling that was based on Elon's political tweets, which is why they stopped additional launches out of Vandenberg.”
Chamath: DOJ sued SpaceX for hiring policies the DOJ itself follows
“The DOJ sued SpaceX basically for DEI foot faults. They said that there was not enough Refugees and asylum seekers that were being adequately considered and being hired by SpaceX. The problem with that, as it turns out, is that the DOJ is not even allowed to h…”
Gerstner: Frontier AI labs pay 3x to 5x market price for compute
“Right now the shortage is so acute, and the willingness to pay from the Frontier Labs is so high because they all recognize they're on the verge of some massive breakthroughs. That they're willing to pay three, four, five X market pricing in order to get at sc…”
Laffont: SpaceX will go public in the next few weeks
“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.”
Calacanis: Anthropic signed $45B compute rental deal with SpaceX
“Anthropic is paying SpaceX, wait for it, 1.25 billion a month. To rent out Colossus One and parts of Colossus Two. It's a forty five billion dollar deal over three years, fifteen billion a year.”
Gerstner: SpaceX IPO will trade at 40 to 50 times revenue
“This is why the SpaceX IPO is going to trade at 40 to 50 times revenue.”
Calacanis: Combined SpaceX and xAI will IPO this year
“Now those two become part of SpaceX and they're going to IPO this year, potentially the biggest IPO in history in terms of money raised and market cap.”
Chamath: SpaceX will reverse merge into Tesla instead of IPOing
“I don't think SpaceX will IPO. I think that it will reverse merge into Tesla, and I think Elon will use it as a moment to consolidate control and power of his two seminal assets into one cap table.”
Tenev: Robinhood was first to tokenize OpenAI and SpaceX shares
“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”
Musk: EPA fined SpaceX $140,000 for discharging potable water
“SpaceX was fined by the EPA, 140,000 dollars for they claimed dumping potable water on the ground.”
Chamath: Starlink will go public in 2024
“I'm gonna go with the same thing. I think I was just off by your Starlink will go public.”
Chamath: SpaceX is the only company capable of building and launching satellite capacity
“The only company that actually has the capability to build and to launch is SpaceX. So they have a complete monopoly and because they're advantaging their own Solution. It puts everybody else behind the eight ball.”
Chamath predicts Starlink will IPO in 2023 at a $75B+ valuation
“Starlink will go public. Oh, SpaceX will cut and paste the cap table. And we will take that. Yum. Yum. It'll be yummy and delicious. And my prediction is that the Starlink valuation will be at least half of SpaceX's current private mark.”
Palihapitiya: NASA spent $360 billion while SpaceX spent $11 billion
“They went back and they actually counted how much money NASA spent in like the last seven or eight years, and the number was 360 odd billion dollars. And then they counted how much money SpaceX had spent, and it was, you know, if you counted revenue between se…”
Gavin Baker: Baillie Gifford was forced to sell SpaceX for regulatory reasons
“Bailey Gifford was forced to sell SpaceX last year for regulatory reasons.”
Gerstner: Secondary transactions equal 31% of primary VC activity in 2025
“This is the amount of employee secondary. So this is people buying into Anduril, Anthropic, SpaceX, now represents 31% of all primary venture activity. Is buying into these secondaries in 20, 25.”
Gerstner: SpaceX will use an innovative lockup structure for its IPO
“With respect to the lockup, I think this is the most innovative, and I think SpaceX is going to have a very similar innovation.”
Calacanis: SpaceX filed confidentially for IPO targeting $1.75T valuation
“SpaceX filed confidentially to go public on April first, targeting a 1.7 five trillion, with a T, valuation.”
Palihapitiya: SpaceX uses stablecoins to collect global Starlink payments
“The point is that a lot of companies that you would never think, so for example, SpaceX uses these stable coins.”
Friedberg: Boeing took a $1.6B loss on Starliner compared to SpaceX Dragon
“To date, by the way, Boeing has taken a 1.6 billion dollar financial hit On the development of this program. SpaceX, by the way, won a 2.6 billion dollar contract to develop the Crew Dragon capsule, and just to give you guys a sense, the Crew Dragon capsule ha…”
Chamath: Elon Musk leads companies with female top executives across Tesla, Twitter, SpaceX
“He has a female chairman at Tesla, a female CEO at Twitter, and a female president at SpaceX.”
Gracias: SpaceX will need at least two to three months to rebuild launchpad
“It'll take at least two or three months to really get the pad rebuilt and get another vehicle back on for testing maybe longer.”
Sacks: NASA lacked space transport capabilities between the Shuttle and SpaceX
“After the space shuttle was retired, NASA didn't even have a way to Get to space until SpaceX had the rockets.”
Calacanis: SpaceX Q2 revenue hit $7.8B; Elon Web Services hit $2.6B
“7.8 billion in revenue up 92% year over year. Let that sink in. And 67% quarter over quarter AI revenue. Elon web services more than tripled quarter over quarter to 2.6 billion dollars.”
Calacanis: Starlink generated $11.4B in revenue and $4.4B in operating income
“Starlink did 11.4 billion in revenue last year on 50% growth with 4.4 billion in operating income.”
Calacanis: SpaceX reduced space launch costs to 5% of former levels
“We now can get to space for, you know, five percent of the cost that we used to, thanks to Elon Musk and SpaceX.”
Friedberg: SpaceX reduced orbit launch costs tenfold to ~$1,000/kg over a decade
“When this took off, It was about 10,000 bucks a kilogram to put a small sat into space or to put material into space. And then SpaceX has dropped the cost to the point that it's now close to a thousand dollars a kilogram. So a 10 X reduction in cost in just th…”
Friedberg: SpaceX's Starship is the largest object to ever fly in space
“And here he is at the end of this period of time with this incredible craft, the largest object to ever fly in outer space.”
Gracias: SpaceX Starship's interior volume equals the International Space Station
“It's important to know that like the size of this thing to give a sense of scale is the interior space of it is the size of the International Space Station.”
Chamath: Relativity Space is second most valuable private spaceflight firm
“A company called relativity space is now the second most valuable private spaceflight company after SpaceX.”
Friedberg: Google owns significant stakes in SpaceX and Anthropic
“They have a significant ownership stake in SpaceX and in Anthropic, and they can work with all the open weights models.”
Sacks: Starship launches will add over 20x more Starlink bandwidth
“So basically, SpaceX has developed a new V-III satellite that has 10 X the bandwidth of its V-II satellite. So currently the Starlink network is powered by V-II satellites They deploy them on the Falcon nine rocket, and they launch about 27 satellites per laun…”
Rodriques: SpaceX has run liquidity programs for almost a decade
“They've run essentially liquidity programs for almost a decade.”
Friedberg notes SpaceX nearly tripled its valuation to $350 billion in 2024
“And SpaceX at like a three hundred fifty billion dollar valuation, like tripling from that level in a year.”
Friedberg: Starlink currently has 4 million subscribers
“Starlink's apparently, I mean, I know everyone here is a shareholder in SpaceX, but Starlink's running at four million subs right now.”
Musk: Starship has roughly three times the thrust of Saturn V
“Well, so, I mean, making a rocket that is more than twice the size of a Saturn V you know, it's in fact, with an X-ray of the rocket, it'll have roughly three times the thrust of a Saturn V moon rocket.”
Musk: SpaceX and Starlink have zero business presence in China
“SpaceX and Starlink have no business in China whatsoever. They're not allowed, you know, SpaceX doesn't launch China satellites, and Starlink is abandoned in China. So, to be clear, SpaceX, Starlink, zero business in China.”
Baker: Falcon 9 carries 17 metric tons at $15M variable cost
“The Falcon nine. Mass to useful orbit is 17 metric tons, and the variable cost that, you know, I have seen Elon tweet about is somewhere around fifteen million dollars.”