Starship

2 statements across 1 episodes · 2 bullish · 0 bearish · 1 people on the record · first statement Jun 11, 2026 by Andrew Fox · said 7 times in 2 episodes since 2024 · across every show →

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brought up most by Andrew Fox (5), Brad Gerstner (2)

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Everything said about Starship, oldest first

Jun 11, 2026 bullish
Insight
Fox: Orbital Compute CapEx Is $5B/GW vs $20-25B Terrestrially
“The math you get to before you account for things like bad GPUs, bad satellites, right, these will all be things that happen, but the math you get to is it's about five billion dollars per gigawatt Of CapEx to put these in space. Right. For comparison, terrest…”
Andrew Fox Jun 11, 2026 ▶ 26:43 The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang · Bg2 Pod
Jun 11, 2026 bullish
Insight
Fox: Starship Can Carry 5 Megawatts of AI Compute Per Launch
“And when you back into the numbers, you get to something like five megawatts of capacity per Starship launch.”
Andrew Fox Jun 11, 2026 ▶ 26:22 The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang · Bg2 Pod
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