Starlink

2 statements across 1 episodes · 0 bullish · 0 bearish · 2 people on the record · first statement Jun 11, 2026 by Andrew Fox · said 23 times in 3 episodes since 2024 · across every show →

Mentions by year

brought up most by Brad Gerstner (14), Bill Gurley (8), Gavin Baker (1)

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2026 15 mentions in 1 episode

The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang · Bg2 Pod Jun 11, 2026 · 15 mentions · from 6:25
every mention in 2026, scene by scene →

2024 8 mentions in 2 episodes 4 per episode

Ep13. Silicon Valley’s Political 180, META AI, COVID Postmortem | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Jul 25, 2024 · 7 mentions · from 22:16
Ep18. Jensen Recap - Competitive Moat, X.AI, Smart Assistant | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Oct 13, 2024 · 1 mention · from 30:38
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Everything said about Starlink, oldest first

Jun 11, 2026 neutral

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

Jun 11, 2026 neutral

Assertion Contradicted

Baker: $50B in Starlink Revenue Is 0.3% of Global Telecom TAM

“Fifty billion, that's, you know, 0.3% penetration of the global telecom market.”

Gavin Baker Jun 11, 2026 ▶ 13:17 The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang · Bg2 Pod

Starlink

Mentions by year

Everything said about Starlink, oldest first

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