“You look at the percent of global households with Starlink, it's less than one percent.”
quote is from the automated transcript, cleaned for reading:
filler sounds and stutters are removed, nothing is rephrased. names can be misheard
(the analysis reads context, assessments check outside sources). how →
More from Andrew Fox
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 FoxJun 11, 2026▶ 26:43The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang · Bg2 Pod
AssertionNot 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 FoxJun 11, 2026▶ 24:12The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang · Bg2 Pod
PredictionOpen · 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 FoxJun 11, 2026▶ 9:23The 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 FoxJun 11, 2026▶ 26:22The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang · Bg2 Pod
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