SpaceX, every mention
22 scenes, the whole family · ← back to SpaceX
tap a year for its mentions
every year anyone Brad Gerstner 36Andrew Fox 10Bill Gurley 6Philippe Laffont 2Gavin Baker 1
Verbatim, from the transcripts: the passages where SpaceX comes up
The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang · Bg2 Pod
- ▶ 0:10 Brad Gerstner You combine that with their core business, I don't know another entrepreneur or another business that's a better bet on the future, right, than SpaceX. 2 times in the scene
- ▶ 1:02 Brad Gerstner You know, how should we be thinking about the SpaceX IPO?
- ▶ 1:35 Brad Gerstner To start everything off, um, you know, maybe just kick it over to you, Gavin, talking about the SpaceX IPO. 4 times in the scene
- ▶ 6:13 Gavin Baker I think it suggests that XAI and SpaceX AI has a shot of being a real player in coding.
- ▶ 7:14 Andrew Fox This is the kind of crown jewel of SpaceX. 6 times in the scene
- ▶ 13:46 Brad Gerstner I don't even think people were thinking about SpaceX in the AI compute game, right? 5 times in the scene
- ▶ 21:34 Brad Gerstner Okay, so, so once we start scaling up, walk us through, do we have to have space data centers in order to get excited about buying the IPO, right? 3 times in the scene
- ▶ 25:03 Andrew Fox So today with Starship, they've shown that they can successfully re-land the booster. 4 times in the scene
- ▶ 29:15 Brad Gerstner One to think that, based on these couple deals, that Elon's going to build a much bigger, Starlink's going to build, or SpaceX is going to build a much bigger business there. 2 times in the scene
- ▶ 36:30 Brad Gerstner You combine that with their core business, I don't know another entrepreneur or another business that's a better bet on the future, right, than SpaceX. 7 times in the scene
- ▶ 42:22 Brad Gerstner Um, you and I both know that SpaceX, and I've put Anthropic in, in, in this category as well, Databricks in this category, these things in many ways have been more liquid over the course of the past three years.
- ▶ 1:04:02 Brad Gerstner You know, obviously, this doesn't even include SpaceX, CoreWeave, et cetera, so I think the number on twenty-twenty-seven 2 times in the scene
- ▶ 1:10:33 Brad Gerstner Now maybe with SpaceX, you know, they could take some of those dollars and, and, and go spend them other places.
- ▶ 1:16:22 Brad Gerstner A fifteen-year-old is building swarms of agents, building a SpaceX model. 2 times in the scene
- ▶ 1:18:36 Brad Gerstner The forecast now that we're going to add another trillion of revenue in just three companies, SpaceX, Anthropic, and OpenAI, over the next four to five years, ok?
Ep20. AI Scaling Laws, DOGE, FSD 13, Trump Markets | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 27:44 Bill Gurley I mean, you can hear how they talk about, um, SpaceX and, and there's a similar thing here, like until you get the cars out on the road.
Ep19. State of Venture, AI Scaling, Elections | BG2 w/ Bill Gurley, Brad Gerstner, & Jamin Ball · Bg2 Pod
- ▶ 1:01 Bill Gurley Yeah, and I, I'm, I'm, look, I'm so grateful that, that SpaceX was able to make this happen for my dad's ADA, and we'd been talking about getting him down there to see a launch, and they put us in this VIP section, which made it easy for… 5 times in the scene
Ep11. Coatue Conference Recap, Tesla & ISS Controversy | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 23:34 Brad Gerstner It works for some companies where you have an Elon Musk running SpaceX, and you know, the intrinsic motivation and experience will lead to a good outcome.
- ▶ 38:09 Philippe Laffont SpaceX, amazing company. 2 times in the scene
Ep8. AI Models, Data Scaling, Enterprise & Personal AI | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 55:51 Brad Gerstner And for some companies that is at that earlier phase, I think a lot more could go public at that earlier phase, but I also think there are certain situations, you know, take SpaceX, for example, where I think it's behooved them to stay…
Ep7. The Great IPO Debate, Tesla Robotaxi v Uber, Tech Check | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 24:39 Brad Gerstner You know, think of, you know, the SpaceX's, the ByteDance, the Databricks, the Stripes of the world, all the companies people are waiting to see when they're going to come public.
- ▶ 28:23 Brad Gerstner The employees, so if you're an employee of SpaceX, or you're an employee of Stripe, or you're an employee of a ByteDance or these other companies, you could, you probably have quarterly or biannual liquidity events. 2 times in the scene