SpaceX

4 statements across 3 episodes · 2 bullish · 0 bearish · 3 people on the record · first statement Sep 4, 2025 by David Rothzeid · said 20 times in 9 episodes since 2025 · across every show →

Mentions by year

brought up most by Kenny Vassigh (6), Adam Chen (3), Peter Walker (2), Kristian Marquez (2), Gabrielle Marquez (2), David Rothzeid (2), Yeri Lopez (1), Cyril Shtabtsovsky (1)

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Everything said about SpaceX, oldest first

Sep 4, 2025 positive
Assertion Supported
Rothzeid: SpaceX cut launch costs from $16k to $3k per kilogram
“When you lower the cost of access to space from something like 16,000 dollars per kilogram to now roughly 3000 dollars per kilogram”
David Rothzeid Sep 4, 2025 ▶ 11:21 David Rothzeid on How Shield Capital Fuels Dual-Use Innovation in Defense-Tech
Jan 20, 2026 neutral
Assertion Supported
Walker: 8 to 10 famous companies dominate 80% of VC secondary volume
“That's probably 80% of the total transacted volume in secondaries for venture these days is eight to 10 names that everybody already knows.”
Peter Walker Jan 20, 2026 ▶ 31:18 The New Economics of Startups in the AI Era with Peter Walker of Carta
Aug 13, 2026 bullish
Prediction Open · timeframe Dec 2026
Chen: OpenAI and Anthropic will follow SpaceX with IPOs in 2026
“Obviously later this year we're following with some other big names and OpenAI and Anthropic.”
Adam Chen Aug 13, 2026 ▶ 19:11 Navigating Early-Stage Growth and Revenue Alignment
Aug 13, 2026 neutral
Assertion Partly supported
Chen: SpaceX IPO completed at a $2.2T valuation
“You know, you hear about the space exes that just, you know, Finally one IPO with a 2.2 trillion dollar valuation.”
Adam Chen Aug 13, 2026 ▶ 10:49 Navigating Early-Stage Growth and Revenue Alignment
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