SpaceX

“Elon's companies have always been very capital efficient and like build a bad one and then build a good one. And so the boring company bought a commercial tunnel boring machine before they started developing their own. Tesla had the master plan where they buil…”

“And I think that will continue in a way that probably surprises people, in that like, I think SpaceX will probably capture more of the global, Telecommunications market than people expect.”

“Like, I look at it and say, like, I think the business can triple Without having to make any big bets about people traveling 30 minutes across the world or, you know, data centers in space.”

“I think he's a better business person than he is inventor. He's amazing at both, but like, people don't understand, like, he just naturally understands, like, just get the cost down, and that's very hard to compete against.”

“The psychic damage is the same, but the pay is better at SpaceX which is hard to believe, but true.”

“If you want to have the ability to, like, rapidly prototype electronic systems, you've got to have that here, servicing, servicing the US market, which is the strongest consumer market on earth. There's no reason you can't do it. No, you don't want to have, li…”

“In the space sector, at least, it's quite astounding the extent to which SpaceX is dominant. Right. This is not the case that, like, Apple has, what, 2030, 40% market share in smartphones, and Pixel has 10%, and Huawei and so on has a, this is like, SpaceX has…”

“SpaceX came to us, they're selling Starlink all over the world. And so as a result, they're collecting local, so people are paying for Starlink and, you know, dozens, many dozens of different countries with their cards. So they're getting local currencies in a…”

“They don't write that much stuff down in SpaceX.”

“SpaceX uses Bridge to repatriate funds from Starlink sales in Argentina, Nigeria, and other markets.”

“Coinbase has sued their primary regulator and GovTech, SpaceX, Andrew Palantir all had to sue for various reasons. So it seems like it's actually more common than Silicon Valley conventional wisdom.”