Fishner-Wolfson says Starlink became clearly viable and modelable by 2019
Justin Fishner Wolfson · SpaceX IPO: Inside the Firm That Owns 1% · Sourcery with Molly O'Shea · Jun 14, 2026 · at 11:16
Justin Fishner-Wolfson (137 Ventures) discusses the commercial and technical tipping point for SpaceX's Starlink satellite internet constellation.
0:00 / 0:18exact quote · 18.2s
▶ Watch the full episode on YouTube → 720p mp4 · rendered on demand · StarZero watermark
“And it was probably 2019 or so when, you know, they launched probably a couple of Starlink satellites, and it was, I think, pretty clear for people who had known them for a long time that, like, they'd figured it out so this was gonna work, and therefore you could sort of just start to model this, like, very understandably.”
quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →
More from Justin Fishner Wolfson
Fishner-Wolfson claims OpenAI and Anthropic have confidentially filed S-1s
“SpaceX is the big one to kind of start this, but, I mean, as you mentioned, like, OpenAI and Anthropic are both valid. They're S-one's confidentially, so it's gonna be a pretty interesting, you know, few quarters in the public markets.”
Fishner-Wolfson claims SpaceX was the only good space investment in 20 years
“We looked at probably every SpaceX, or every space investment for, I don't know, 1520 years, and the good investment was SpaceX, and I think a lot of people thought, well, we should go invest in all these other things, and the answer is, you should invest in S…”
Facebook's early secondary policy inadvertently caused employees to quit to sell stock
“Facebook got big, and it turned out that the company kind of couldn't buy all their shares that were, that people were selling, because the dollar amount just got so big, and the volume got so high, and they basically started telling people, like, if you sell …”
Fishner-Wolfson notes SpaceX's launch business has been profitable for years
“Well, I mean, they were, I mean, they were profitable for a very long time, and the launch business was, I mean, they were doing things that no one in the industry had accomplished, right?”
Fishner-Wolfson says SpaceX equity creates life-changing wealth for shop-floor workers
“They've really shared equity across the entire company, which is incredible. And to your point, they have lots of people on the shop floor who literally make all of the stuff that matters. So the fact that this is life changing for so many people, I really thi…”