SpaceX

“It's actually the biggest mistake we've ever made at Green Oaks. It's a mistake I'm about to tell you. Which as we had heard, he fires people quickly. He's hyper aggressive. He's a, he's, he manages down to like the nth layer. You know, he micromanages people …”

“SpaceX and Tesla are data points, but they're outliers really, and they're both attached to Elon. So I think it'll, we'll have to see four or five of those from non Elon to know if it's possible. I, what I've learned and heard and studied about his execution p…”

“If I'm a betting man, first of all, if I'm a betting man, I'm betting on that dude. I bet I'm on SpaceX, X, XAI, Twitter.”

“I think that the cost, they've come so far down the cost curve, I think that in a relatively short amount of time, like months, few years they are going to be dramatically cheaper than, Any other form of delivering broadband.”

“So that was an industry that had stagnated for decades. Nobody, no incumbent was doing anything interesting. They were all just writing government cost plus contracts. The U S assumed that space launch was a nation state capability. That would never be a comme…”

“I know the incumbents are not going to make an impact, but there's this new company, SpaceX, that is going to ultimately own the entire space launch industry, which I believed even when it was 30 people.”

“And so I think my takeaway was in, in industries where you have true believers who are in the government agencies and who have been doing this for a long time, they're there because they want it to happen. And there's a lot of openness and excitement to workin…”

“I think the thing that's most linked to stagnation is probably being a cost plus industry where there's very little incentive for progress, not much incentive to bring the cost structure down. And therefore you end up with this, like this fixed market size tha…”

“So it was really use good engineering principles. Think from first principles, move fast, get it to 90, 95%, not 99%. We can, and it's like get operational and you can make it better later. But if we just never launch, if we never get operational, this isn't g…”

“We announced a partnership with SpaceX for their Colossus facility in Memphis. We're really excited about that. It's gonna allow us to continue to expand, especially on the consumer and prosumer side.”

“The Turfab, it's a SpaceX, I believe Tesla's involved as well joint venture to build the world's largest fab here in America, and I'm, I think they're going to be successful.”

“SpaceX operates the world's largest satellite fleet, which is like 98 or 99% of all satellites in orbit.”

“SpaceX compounded it, you know, low 30% per year for whatever that was, a decade.”

“They've shown over the last three years, they can bring on more compute faster than anyone at lower prices.”

“There's our friends at Benchmark, they funded StarCloud, and I don't know, last time StarCloud is an orbital compute company that, like, SpaceX is kind of partnering with they're gonna, I think, let them use the Starlink laser technology, which is really impor…”

“Grok, 4.5, and Cursor, the sum of that probably hits a ten billion dollar ARR pretty quickly.”

“To this day, the only companies that have brought on more than 500 megawatts of power, In a year, are the hyperscalers, CoreWeave, Crusoe, and SpaceX.”