SpaceX, every mention
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every year anyone Alex Kantrowitz 170Ranjan Roy 23M.G. Siegler 18Dick Costolo 9Kara Swisher 5Mike Krieger 4Stephen Morris 3Anthony Scaramucci 3Peter Diamandis 2Frances Haugen 2
Verbatim, from the transcripts: the passages where SpaceX comes up
AI Agents Are Creating A Data Explosion. Here's What To Do About It. — With Clint Sharp
- ▶ 12:35 Clint Sharp I mean, SpaceX bought them for sixty billion dollars.
- ▶ 25:08 Clint Sharp Well, I mean, there's all kinds of rumors swirling, like the, really, it was, it was marketing hype, because they didn't have the compute, and so they didn't want to look like they were falling behind, they couldn't release it, or…
How The AI Bet Pays Off + AI Lab Strategy Game — With David Cahn
- ▶ 43:08 unnamed speaker Because you have all these supply chain partners, and your supply chain partners maybe don't have, you know, you look at SpaceX, right?
- ▶ 58:21 Alex Kantrowitz So for SpaceX, is SpaceX kind of pursuing the strategy that you wanted for Google? 3 times in the scene
What Happens If AI Fails?, Subprime Data Center Crisis, How Bad Can SpaceX Get?
- ▶ 0:07 Alex Kantrowitz And will SpaceX and Tesla merge? 2 times in the scene
- ▶ 4:23 Ranjan Roy So this stuff, and that's not counting SpaceX, which we can, we're going to talk about later.
- ▶ 41:04 Ranjan Roy If you are a retail shareholder of, uh, Micron or like, uh, SpaceX or whatever else, you might get hit more quickly, but I still think a difference and like, what are the, so I think the systemic effects are potentially to the market as a…
- ▶ 43:01 Alex Kantrowitz Uh, play out the way that it has for SpaceX. 2 times in the scene
- ▶ 49:25 Alex Kantrowitz Uh, AI, uh, so we'll, we'll keep covering that story, but, um, you, uh, have brought up that you want to talk about whether SpaceX and Tesla, uh, might merge, and how, how steep the fall of SpaceX could be, and I think it just fits… 14 times in the scene
- ▶ 58:42 Alex Kantrowitz Does that benefit SpaceX or Tesla more?
Kimi K3 & AI’s Price War, What’s Happening To Google?, OpenAI’s Partner Trouble
- ▶ 0:43 Alex Kantrowitz And when they're a price war is really getting underway, especially now that Meta and SpaceX have released cheaper models.
- ▶ 15:44 Alex Kantrowitz This can happen either through open source models like K-three at the frontier, or having vertically integrated models like Meta, SpaceX, or Google at the frontier, which is exactly what we're talking about.
- ▶ 32:38 Alex Kantrowitz 14 nanometer nanometer Huawei toasters beating SpaceX AI with multiple data centers of Blackwell chips.
- ▶ 40:19 Alex Kantrowitz Of course, we have the latest, ah, models coming out from Anthropic with Fable, and OpenAI with 5.6, and Meta with Musepark 1.1, and SpaceX with Grok 4.5, and China with Kimi K three, and Google with
OpenAI Finally Ships Its Superapp, Meta’s AI Price War, ChatGPT Cheating At Brown
- ▶ 36:23 Ranjan Roy SpaceX showed us the alternative, so, remains to be seen. 2 times in the scene
Why Specialized AI Models Are Challenging the Frontier Labs — With DeepL CEO Jarek Kutylowski
- ▶ 33:03 Jarek Kutylowski Like we, we are, while SpaceX is being able to launch rockets into space, they're not, we're not yet able as humanity to, to build like big spaceships that would be able to carry like a larger number of people somewhere.
Mythos is Back, OpenAI Releases GPT 5.6, Apple’s Price Increases
- ▶ 24:15 Alex Kantrowitz Top of mind is what happened to Elon Musk's SpaceX after its IPO this month. 2 times in the scene
- ▶ 39:48 Alex Kantrowitz This will be the last financial, uh, sorry, financial market story we do, um, on, on this, uh, on this topic, but SpaceX obviously not fearing very well. 6 times in the scene
Big Technology AI Summit (full): Greg Brockman, Mike Krieger, Aaron Levie & Friends of The Podcast
- ▶ 4:48 Alex Kantrowitz That's three or four times larger than the largest IPO, pre-SpaceX.
- ▶ 38:18 Alex Kantrowitz Last one is, is the SpaceX performance good or bad news for open AI and anthropic? 3 times in the scene
- ▶ 2:37:38 Alex Kantrowitz There, you know, cursor, I think, just sold for sixty billion to SpaceX.
- ▶ 2:49:15 Mike Krieger Uh, no, nothing in space, although I guess we're, you know, we're talking to SpaceX about spacey things. 2 times in the scene
Anthropic's Labs Lead On Fable's Capabilities + Building AI-Native Products — With Mike Krieger
- ▶ 17:19 Alex Kantrowitz There, you know, cursor, I think, just sold for sixty billion to SpaceX.
- ▶ 29:44 Mike Krieger No, nothing in space, although I guess we're, you know, we're talking to SpaceX about spacey things. 2 times in the scene
SpaceX’s IPO Triumph, Anthropic’s Fable Fumble, OpenAI’s Price War
- ▶ 0:00 Alex Kantrowitz SpaceX IPOs soars and makes Elon Musk the world's first trillionaire. 3 times in the scene
- ▶ 1:18 Alex Kantrowitz Obviously, it's going to factor heavily in the AI world, because if you think about it, a year ago, SpaceX didn't really have an AI play. 15 times in the scene
- ▶ 11:08 Alex Kantrowitz It's a 2.2 trillion dollar company. 6 times in the scene
Did Apple (Finally) Get AI Right At WWDC?, Anthropic’s Worry, Microsoft vs. OpenAI
- ▶ 30:28 Ranjan Roy Who gets out first, and when, SpaceX, Anthropica, OpenAI, how do they get out?
- ▶ 52:10 Ranjan Roy Wait, that is actually interesting, because it's funny, like, heading into IPO season, like, hot IPO summer with, uh, Anthropic, OpenAI and everybody, SpaceX, no one has actually talked about the AI cloud in terms of OpenAI's potential…
Did Google Just Fall Behind Again?, WWDC Preview, Anthropic Files To Go Public
- ▶ 57:58 M.G. Siegler With Elon Musk and SpaceX of leading up to the SpaceX IPO, it's all of a sudden, 2 times in the scene
- ▶ 59:19 M.G. Siegler That, that, uh, and it was right ahead of, uh, SpaceX filing their S-one. 9 times in the scene
Warning Signs For The AI Boom, Anthropic Passes OpenAI, Robinhood’s AI Trading
- ▶ 35:15 Ranjan Roy It's like 86.
- ▶ 43:09 Alex Kantrowitz Um, and, I mean, maybe excluding SpaceX. 3 times in the scene
- ▶ 47:05 Ranjan Roy Agentifying trading for all of your millions of customers so that they will somehow end up with SpaceX in their portfolio, because it's the only way this story can go, I think.
Predicting the SpaceX, OpenAI, and Anthropic IPOs — With Dick Costolo
- ▶ 0:00 Alex Kantrowitz We are headed towards the most epic run of IPOs of all time with SpaceX, Anthropic, and OpenAI all coming out within the next calendar year.
- ▶ 0:56 Alex Kantrowitz Uh, SpaceX, OpenAI, and Anthropic could all come within, who knows, maybe even the next six months. 3 times in the scene
- ▶ 7:58 Dick Costolo The initial valuation of SpaceX as a public company, if you mapped it to the, the amount of stuff they have to launch into space and make productive is gonna be like, wait a minute, the math doesn't, that math doesn't flip. 8 times in the scene
- ▶ 17:33 Alex Kantrowitz Well, SpaceX has basically given up on the AI project, and I know that might sound extreme, but when you're renting data centers to Anthropik, you've given up.
- ▶ 20:16 Dick Costolo And the, and the, the public's perception that Claude Code is like the, the, irrespective of what I just said about Codex two minutes ago, that Claude Code is like, this is the, this is the great unlock, and gonna be the real game changer,…
- ▶ 22:57 Alex Kantrowitz Um, so, but, but let's talk a little bit then about the money in the market that can, I mean, we're going to talk about one and a half, two trillion for SpaceX, a trillion for OpenAI, trillion for Anthropik. 6 times in the scene
- ▶ 49:04 Alex Kantrowitz It's a SpaceX company to bring it full circle.
Is OpenAI Ready To IPO?, The Datacenters in Space Myth, The Kids Boo AI
- ▶ 0:03 Alex Kantrowitz SpaceX is going public, but data centers in space might be a myth.
- ▶ 0:33 Alex Kantrowitz SpaceX, of course, filed to go public this week.
- ▶ 9:58 Ranjan Roy Uh, space, and SpaceX has already filed their S-one, and 3 times in the scene
- ▶ 16:01 Ranjan Roy Uh, so in the SpaceX, uh, S one document, they talk about how Anthropic has agreed. 3 times in the scene
- ▶ 32:03 Ranjan Roy I, well, it's more, again, like, I genuinely believe over a multi-year period, overall AI is going to become maybe not Elon Musk's 28.5 trillion dollar TAM for SpaceX, but something dramatic. 4 times in the scene
- ▶ 36:50 Alex Kantrowitz Let's dig in to this delectable SpaceX S-One, the prospectus to go public. 10 times in the scene
The Unlikely Anthropic & SpaceX Marriage, OpenAI Trial Revelations, AI Layoffs Or Cope?
- ▶ 0:00 Alex Kantrowitz Anthropic and SpaceX partner up in an epic collaboration that could change the AI race. 4 times in the scene
- ▶ 1:38 Alex Kantrowitz Anthropic Inc.s deal to use all of SpaceX's Colossus One compute capacity. 12 times in the scene
- ▶ 19:46 Alex Kantrowitz I don't want to lose sight of the bigger picture here because I think I brought this in to really talk about how this added compute and this teaming up of SpaceX and Anthropic is going to be
- ▶ 24:08 Ranjan Roy On the Elon side where we reserve the, so just as SpaceX launches hundreds of satellites for competitors with fair terms in pricing, we will provide compute to AI companies that are taking the right steps to ensure it is good for humanity. 4 times in the scene
Jensen On The Ropes, Sam Altman’s Conflicts, Allbirds’ GPU Pivot
- ▶ 43:19 Alex Kantrowitz And he's tried to get other startups to, uh, uh, OpenAI to fund some of these other startups, uh, like Helion, which is a fusion company in Stokes space, uh, which is, uh, a SpaceX challenger.
The Pentagon's AI Plan + Behind the Anthropic Fight — With Under Secretary of War Emil Michael
- ▶ 52:19 Alex Kantrowitz Do you have any SpaceX? 3 times in the scene
More OpenAI C-Suite Drama, Is Siri Seriously Broken?, Meta’s Elusive Next Hit
- ▶ 5:09 M.G. Siegler Um, but I do think, you know, now that SpaceX is formally, you know, put the wheels in motion to go out and it sounds like, you know, they're angling for June. 4 times in the scene
- ▶ 35:14 M.G. Siegler And I guess, so if, so as talked about SpaceX is, is confidentially filed, sounds like they're targeting June.
OpenAI's TBPN Mistake, SpaceX’s $2 Trillion IPO?, Iran Disables Amazon Infrastructure
- ▶ 0:03 Alex Kantrowitz SpaceX files for an IPO, and it's a big one, and Iran has hit Amazon targets in the Gulf, rendering at least a few inoperable. 3 times in the scene
- ▶ 28:56 Alex Kantrowitz I definitely want to talk about the SpaceX IPO because, uh, Elon Musk and co have filed for that IPO.
- ▶ 30:35 Alex Kantrowitz Let's talk SpaceX IPO. 10 times in the scene
Are We Screwed If AI Works? — With Andrew Ross Sorkin
- ▶ 59:28 Alex Kantrowitz Um, SpaceX IPO. 3 times in the scene
AI Backlash Intensifies, Nvidia GTC Preview, Meta’s Embarrassing Delay
- ▶ 40:07 Alex Kantrowitz SpaceX IPO.
Software In Shambles, OpenAI vs. Anthropic Super Brawl, Amazon’s Struggles
- ▶ 38:40 Alex Kantrowitz The Key to Beer, the head of product at X, I guess he's like, I don't know what he is now, now that SpaceX owns XAI.
The Moltbook Uprising, NVIDIA’s OpenAI Pullback, Apple’s Conundrum
- ▶ 41:57 M.G. Siegler If they really do merge, uh, with SpaceX, which it does sound like now, 2 times in the scene
The Anthropic Rocketship, AI’s Spending Limits, SpaceX IPO
- ▶ 0:09 Alex Kantrowitz And SpaceX has an IPO date and is maybe acquiring XAI too? 2 times in the scene
- ▶ 16:23 Stephen Morris But it sets up a really interesting twenty-twenty-six and twenty-twenty-seven, because they're all hiring advisors, you know, one of the, the talk of Davos were bankers and lawyers buzzing around trying to win lead roles on all of these… 2 times in the scene
- ▶ 46:25 Alex Kantrowitz Okay, very briefly, let's talk about SpaceX. 10 times in the scene
Is AI Killing Software? — With Bret Taylor, OpenAI's board chair and CEO of Sierra
- ▶ 59:04 Bret Taylor I mean, uh, you know, he's a company, he's created everything from SpaceX and look at the impact of Starlink, let alone, uh, Tesla and X.
Countdown to GPT-5, OpenAI’s Stargate Sputters, AI Math Wars
- ▶ 55:38 Stephen Morris He's like, give me more shares, give me more control, or maybe I leave and focus my whole attention on X and XAI and SpaceX.
Apple’s AI 'Gap Year' at WWDC?, Elon Vs. Trump Goes Nuclear, NYTimes’ OpenAI Attack
- ▶ 38:45 Alex Kantrowitz So four implications for four players here, Tesla, SpaceX, the tech right, and Elon and his legacy. 14 times in the scene
- ▶ 43:22 Alex Kantrowitz They also have this, uh, this, um, dragon capsule that they are working with, uh, with the ISS and Musk said, we're going to stop that.
- ▶ 47:08 Alex Kantrowitz Like if SpaceX gets to Mars and, uh, Tesla starts shuffling people around the world with autonomous cars, then this will be a footnote.
Anthony Scaramucci: Elon Musk’s Trump Exit, Tim Cook’s Tariff Problem
- ▶ 12:42 Anthony Scaramucci I have an investment in SpaceX, me personally. 2 times in the scene
- ▶ 23:09 Anthony Scaramucci If you're gonna side with Trump, and I get why, because the Democrats are out to lunch, they're, ah, breaking your balls on SpaceX launches, they're torturing you with the electric car company because of the love affair they have with the…
Mass AI-Driven Unemployment, NVIDIA Surges, CEOs' AI Avatars Unleashed
- ▶ 42:14 Ranjan Roy I, the interesting question is what happens now to the Teslas of the world and, ah, SpaceX and stuff.
Will Big Tech CEOs Win Their All-In Bet on Trump? With Saagar Enjeti
- ▶ 15:35 Alex Kantrowitz The next administration that comes in that's not aligned with Trump may say, hey, let's take a look at, let's, let's doge those SpaceX contracts.
Neuralink's First Patient Controls Computers With His Mind — With Noland Arbaugh
- ▶ 8:04 Noland Arbaugh He got drunk and was Googling SpaceX one day and the human trials popped up on his computer and immediately he thought of me.
Is Generative AI Plateauing?, Booming Bluesky, Apple’s Smart Glasses Play
- ▶ 44:00 Alex Kantrowitz Has actually already started work on its own satellite internet company or communication system working with SpaceX. 2 times in the scene
NVIDIA's Auto Play and the Future of Autonomous Driving — With Danny Shapiro
- ▶ 16:15 Alex Kantrowitz Seen it in SpaceX, you're seeing it in Tesla, and it's because these systems are just good enough
Peter Diamandis — Embracing AI, Befriending Elon, And Living Forever
- ▶ 19:53 Alex Kantrowitz You were there at the very beginning of, of SpaceX. 2 times in the scene
- ▶ 25:00 Peter Diamandis He'll turn, uh, X into an extraordinary platform, uh, SpaceX and, you know, and Starlink, uh, which I gotta admit, Starlink is brilliant, right? 2 times in the scene
Kara Swisher Rates Tech Leaders
- ▶ 12:03 Kara Swisher Um, he's certainly been innovative at Starlink and SpaceX.
- ▶ 12:44 Kara Swisher His company did. 4 times in the scene
My Experience Aboard The OceanGate Sub — With David Pogue of CBS
- ▶ 41:23 David Pogue I, I, to me, the sub was far safer than a Blue Origin or a SpaceX.
Facebook Whistleblower Frances Haugen On Product, Competition, And Transparency
- ▶ 48:38 Frances Haugen It's as if SpaceX was dependent on training its aeronautical engineers in-house. 2 times in the scene
Unraveling The Mystery Of Peter Thiel — With Max Chafkin
- ▶ 41:24 Alex Kantrowitz Cause Teal did put a pretty big investment in SpaceX. 4 times in the scene
Andrew Ross Sorkin on Meme Stocks, Bitcoin, SPACs, and Elon Musk
- ▶ 52:32 Alex Kantrowitz Um, I mean, especially the stuff he's done with Tesla and SpaceX.