SpaceX, every mention
13 scenes (2026) · ← back to SpaceX
tap a year for its mentions
every year 2026 anyone Josh Wolfe 6Ed Grefenstette 6Ted Seides 3Rodney Comegys 3Rajiv Jain 3Justin Fishner-Wolfson 3Sean Warrington 2Gregg Lemkau 2Dave Thornton 2Ben Gilbert 2
Verbatim, from the transcripts: the passages where SpaceX comes up
Economic Growth, Governance, and Capital Allocation – Dambisa Moyo (EP.510)
- ▶ 40:37 Baroness Dambisa Moyo A lot of people are in those positions because many people in SpaceX and now it's this huge valuation is 50% of your position.
- ▶ 48:30 Baroness Dambisa Moyo We are in SpaceX.
Contrarian Quality at GQG Partners – Rajiv Jain (EP.505)
- ▶ 0:26 Rajiv Jain If you look at OpenAI, Anthropic, SpaceX, a whole different league, as the numbers start coming out, then the realization happened that how lopsided markets are and positioning.
- ▶ 33:36 Rajiv Jain If you look at OpenAI, Anthropic, SpaceX, a whole different league, as the numbers start coming out, then the realization will happen that how lopsided markets are and positioning.
- ▶ 1:02:45 Rajiv Jain SpaceX is wonderful, but eighteen billion revenue and five billion loss.
Rodney Comegys – The Mechanics of Indexing at Vanguard (EP.498)
- ▶ 34:25 Rodney Comegys There's SpaceX and others sitting out there waiting to come public. 3 times in the scene
Katelin Holloway – Human Side of Venture Investing at 776 (EP.490)
- ▶ 1:04:04 Katelin Holloway You're gonna take on SpaceX?
Gavin Baker – Truth-Seeking and Crossover Investing at Atreides (EP.489)
- ▶ 58:08 unnamed speaker Tim worked in the tube shop at SpaceX.
Ed Grefenstette and Sean Warrington – Venture Market Update (EP.488)
- ▶ 15:51 Sean Warrington It's moved into places like Palantir, Endural, SpaceX.
- ▶ 18:31 Ed Grefenstette Well, the last couple of years, they might have exposure to SpaceX, OpenAI, Anthropic, Ramp, Stripe. 6 times in the scene
- ▶ 21:37 Sean Warrington The first part of that equation is exposures and using as example, SpaceX or Stripe.
- ▶ 23:56 Ted Seides So there's some possibility the IPO window opens, SpaceX, huge IPO. 2 times in the scene
Ashby Monk – Total Portfolio Approach and the Future of Asset Owners (EP.480)
- ▶ 56:17 Ashby Monk You see people be like, we're the Uber for X, or we're the SpaceX for Y.