Starlink

5 statements across 4 episodes · 4 bullish · 0 bearish · 4 people on the record · first statement Oct 22, 2025 by Dan Sundheim · said 15 times in 5 episodes since 2025 · across every show →

Mentions by year

brought up most by Zach Abrams (4), Dan Sundheim (3), Casey Handmer (3), Julia DeWahl (2), John Collison (2), Henri Stern (1)

tap a year for its mentions
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02420252026episodes it came up in
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2026 1 mention in 1 episode
2025 14 mentions in 4 episodes 4 per episode

every mention, scene by scene, with the transcript →

Everything said about Starlink, oldest first

Oct 22, 2025 bullish
Prediction Not checkable as stated
Sundheim: SpaceX will capture more global telecom market than expected
“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.”
Dan Sundheim Oct 22, 2025 ▶ 1:22:10 Dan Sundheim of D1 Capital on the art of public market investing
Oct 22, 2025 bullish
Prediction Not checkable as stated
SpaceX can triple in value without relying on speculative new use cases
“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.”
Dan Sundheim Oct 22, 2025 ▶ 1:23:13 Dan Sundheim of D1 Capital on the art of public market investing
Oct 28, 2025 positive
Insight
Handmer: US must maintain domestic electronics manufacturing via automation to rapidly prototype
“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…”
Casey Handmer Oct 28, 2025 ▶ 38:39 Casey Handmer of Terraform Industries on solar maximalism, hard tech, and reclaiming the Salton Sea
Nov 4, 2025 positive
Disclosure
SpaceX uses Bridge to repatriate Starlink revenue via stablecoins, says Abrams
“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…”
Zach Abrams Nov 4, 2025 ▶ 8:25 Stablecoin special: Zach Abrams (Bridge) and Henri Stern (Privy)
Feb 24, 2026
Assertion Supported
Collison: SpaceX uses Bridge for Starlink fund repatriation in emerging markets
“SpaceX uses Bridge to repatriate funds from Starlink sales in Argentina, Nigeria, and other markets.”
John Collison Feb 24, 2026 ▶ 17:23 Stripe’s 2024 annual letter
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