SpaceX

4 statements across 4 episodes · 1 bullish · 0 bearish · 4 people on the record · first statement Jun 1, 2023 by Brian Schimpf · said 18 times in 8 episodes since 2023 · across every show →

Mentions by year

brought up most by Elad Gil (7), Zach Dell (3), Isaiah Taylor (3), Emil Michael (3), Melisa Tokmak (1), Brian Schimpf (1)

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001.52342023202420252026episodesmentions per episode
2026 10 mentions in 4 episodes 3 per episode
2025 6 mentions in 2 episodes 3 per episode
2024 1 mention in 1 episode
2023 1 mention in 1 episode

every mention, scene by scene, with the transcript →

Everything said about SpaceX, oldest first

Jun 1, 2023 bullish
Prediction Not checkable as stated
Schimpf: Starship will enable mega-constellations for the cost of four satellites
“Just, you know, the dollars to launch, you know, any given amount of satellite with Starship is going to be so cheap. It changes things so fundamentally that, I don't think people have fully realized how monumental a shift that is going to be in terms of the a…”
Brian Schimpf Jun 1, 2023 ▶ 35:46 No Priors Ep. 19 | With Anduril CEO Brian Schimpf
Jan 15, 2026 neutral
Assertion Contradicted
Michael: SpaceX, Anduril, and Palantir all sued the Pentagon for first contracts
“SpaceX and Anderil and Palantir all had to sue the Department of War for their first contract.”
Emil Michael Jan 15, 2026 ▶ 23:52 The Largest Untapped Market Inside U.S. Defense | Emil Michael
Jul 31, 2026 neutral
Assertion Not checkable as stated
Tokmak: Palantir, SpaceX, and Notion struggled to maintain talent density while scaling
“Every single company that I know, that I respect that even thought about these things for the long term, like imagine Palantir or SpaceX or Notion who really care about craftsmanship and really delivering for their audience for many, many years have struggled …”
Melisa Tokmak Jul 31, 2026 ▶ 23:29 Building an Autonomous Enterprise for Real-World Services with Netic Founder Melisa Tokmak
Aug 6, 2026
Assertion Supported
Gil: Five years ago, Anthropic barely existed and OpenAI was early
“Anthropic basically didn't exist five years ago. OpenAI was still quite early. I think GPT-III just came out and SpaceX was trading at 80, a hundred, something like that.”
Elad Gil Aug 6, 2026 ▶ 1:57 Chasing Trillion-Dollar Companies, Founder Ambition, Token Budgets, & Regulatory Capture
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