Andrew Fox

Analyst, Atreides Management · 1 appearance on the record.

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At Atreides Management, he conducts research and investment analysis across technology, AI compute architecture, data centers, and public and private equity. Before joining Atreides in January 2021, he served as an analyst at PJT Partners in New York advising TMT companies on M&A and SPAC transactions.

5statements → 3claims → 1claims resolved → 3.4/5average certainty → 2/5average debate potential →

1 supported 0 partly supported 0 contradicted 1 not yet assessed 1 not checkable as stated how the 3 claims stand · each chip opens the sources

1 prediction · 2 assertions · 2 insights · every statement was checked. The prediction and assertions are the 3 claims: statements the public record can support or contradict. 1 is resolved, 1 is not yet assessed, and 1 names no date, number or outcome precise enough to check. Everything else (opinions, insights, what ifs, disclosures) can never be settled by the record, so it carries no assessment.

The record, in short

What the tape says about how Andrew argues and how the claims held up. Everything they said, and everything said about them, is in the tabs below.

Their most notable supported claim

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

What they said5 Episodes1

Everything Andrew Fox said on BG2 Pod that made the record, most notable first. Filter by type, assessment or year in the ledger →

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

Assertion Not checkable as stated

Fox: xAI signed compute deals with Anthropic and Google worth billions

“They just signed Anthropic at 22 to 23. They just signed Google at 50.”

Andrew Fox Jun 11, 2026 ▶ 24:12 The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang · Bg2 Pod

Prediction Open · timeframe Jun 2032

Fox: SpaceX Launch Cadence Will Reach Thousands of Flights

“So look, I think expectations for now, you know, we're going from, You know, call it a 160, 165 launches last year, up into the high hundreds of launches in the next several years. And, you know, getting into the thousands of launches probably in the next thre…”

Andrew Fox Jun 11, 2026 ▶ 9:23 The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang · Bg2 Pod

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