SpaceX

“And so it's like, there's all this, almost like this misclassification of like, the thing that solves the problem might not even look like it's in that category.”

“She's been super critical, took a whole ton of career risks going in super early, and has just You know, just driven that company and just executed, executed, executed, and just fantastic public speaker, fantastic counterweight to Elon's, you know, experimenta…”

“Launch is getting so cheap. Varda is one of the first movers, but there will be other companies that are doing things that are completely off of SpaceX's roadmap, but leverage the launch capabilities.”

“There's probably something in here that's a new way of thinking about how to mass manufacture that Will eventually be canonized and used everywhere and copy-pasted and that, that will be like the future of manufacturing and it will all be new.”

“Last, it was, I guess, getting priced at three hundred and fifty billion most recently.”

“I do think that every founder, CEO should buy a Starlink and have it, because you cannot afford to not have good internet whenever you're traveling. Like, you're gonna be in some weird place, the internet's not gonna be good, you're gonna miss calls, and the c…”

“And you can imagine, you can see that at least structurally the design will enable like dozens of flights per day, like pretty easily.”

“Look, I think SpaceX is deeply incentivized to have a giant ecosystem of lots of great independent companies in space, and I think especially in LEO.”

“I am now at the point where I actually, I really believe that Mars is going to Be like one of the biggest profit generating endeavors in history, and not necessarily, not like from the direct Like building a city on Mars, but from all the indirect things”

“We're not investors in Tesla, just given the timing and that it was public where, you know, major investors in space X invested in boring company, investors in X, investors in XDI.”

“Elon has probably the biggest target on his back from a like regulatory perspective of anyone. And there's no one I'm aware of who takes like antitrust and all that more seriously than him.”

“The launch costs plus a bit like mass to orbit over the next five years or so is gonna increase. The costs are gonna drop dramatically and mass orbit's gonna increase dramatically. Basically guaranteed SpaceX is driving this.”

“Like number two is obviously very much a rocket lab. Number three at this point is Firefly, right? And Firefly is actually getting to space on some regular basis. They just landed on the moon.”

“SpaceX effectively represents 99% of the market and has like insane profit margins on their launch business. It's something on the order of like, you know, sort of 50%, you know, sort of gross margin is like the rough report numbers that I've seen publicly.”

“On the Chinese side, they don't have anything that is anywhere close to landing, but they're clearly just willing to throw manufacturing and bodies at the problem where I think it's something like SpaceX has launched 27 times so far this year. China has basica…”

“Falcon nine has also had more issues over the past years or six months than like the prior, like five years combined.”

“There's like space X and rocket lab and they're the only two have figured it out and they figured it out on a scale that like nobody else has even got close to yet.”

“What's incredibly clear is SpaceX offered to bring the astronauts back sooner And because it was in the middle of the election cycle, and because Musk was campaigning for Trump, the Biden administration turned down that offer.”

“When commercial crew was originally getting started, the original plan by NASA was to only, you know, do it as a sole source of war, just a Boeing. SpaceX was seen as a bunch of, you know, cowboys who has that had no chance of actually being able to be trusted…”

“If you look at the, you know, sort of Chinese rockets, they look a hell of a lot like the Falcon nines. And they're still not landing.”

“NASA has been still designing missions with the constraints of 1020 years ago, which is when launch costs are in the limit infinity and there's very few slots per year, then like the economic rational thing is to spend close to infinite money, making sure that…”

“SpaceX has raised ten billion dollars in primary over its, you know, 23 years of being around as a company. They've been running, you know, two tenders annually that, you know, total like more than a billion and a half dollars a year for a long time.”

“If SpaceX does not exist right now, like the United States would neither have like Boeing able to take crew to the ISS, nor would it have Northrop Grumman able to take, you know, basically cargo to the ISS. And so it's like, You know without SpaceX, the astron…”

“This past week They dropped it. And so NASA was like, look like, yes, this has been tested, et cetera, but like, we don't know what happened in the drop. We need to basically send this thing back and run it through a full testing campaign and make sure that it…”

“Both SpaceX and Palantir In the 2010 through 12 time period. Basically to sue the government in order to win contracts.”

“And the asset class has grown so much that if you're an amazing company, Compounding your intrinsic value at 25, 30% a year at scale, you can raise practically unlimited capital.”

“It's very convenient. We can work on our own schedule. I mean, we have different challenges cause you know, you're going to different countries and they have their own local regulatory regimes and all that, but we are not constrained by launch schedules, which…”

“The commercial industry has better, cheaper, You know, more effective rockets than, you know, anything that NASA is building and has at this point, we should probably reallocate that budget to just those commercial companies or to other NASA priorities rather…”

“The Mars narrative is so frustrating because it's so disingenuous on one hand, right? Like, it's just, like, the predictions are out of control. Like, it doesn't make any sense from, like, a fundamentals perspective.”

“Printing enabled Raptor, which I would argue is the mo one of the most amazing and high performance rocket engines ever in the history of humanity.”

“We were doing things with Raptor that, you know, we were inventing, we were, you know, innovating in the rocket space for the first time in decades, truly. People think rockets are super complicated, but really the technology hasn't changed much in a long time…”

“Truthfully, I'm probably more stressed now than I was when I was sitting face to face with Elon three times a week.”

“We are we're teaching SpaceXers how to drill and drillers how to participate in a high functional, high functioning engineering organization. And so I think you gotta do both. If you're trying to build a large organization and manufacture thousands of these ri…”

“So we've had hundreds of applicants already. You know, these have been engineers and designers and companies like OpenAI and Databricks, SpaceX, Ramp, you know, like you name it. We have a Gen Z creator who has millions of followers more research focused peopl…”

“SpaceX has a program where they move, you know, they'll sell a Starlink in, I think it's like some, south of like Brazil or something, and then they'll immediately, you know, use stablecoins for so-called treasury management.”

“Starlink's total top line revenue is going to be passing the NASA budget in the next year or two.”

“The challenge now is not, can we get to the moon? It's the same thing with like, the challenge is not, can we build a flying car or can we build, we have helicopters. Can we build one humanoid robot or one self-driving car in San Francisco? It's like, can we a…”

“In twenty-twenty-seven, a lander variant of Starship is supposed to be ready to carry astronauts on a NASA moon mission through the agency's Artemis exploration program. That's gonna be really hard, because I think they have to refuel in orbit, and then also m…”

“Flight 10 made it back, took off from Starbase, South Texas. The booster landed in the ocean in the, I think, the Gulf of America, technically. And the actual Starship executed a successful flip maneuver, deployed a mock payload of a bunch of Non-functional St…”

“You need some speculation in the system. Like, we always say speculation is a dirty word or a bad word, but, you know, the original investors in SpaceX or in Tesla who probably thought the whole thing was insane were speculating. And you need some of that. You…”

“I think SpaceX is going to do unbelievably well, and I am maximum bull on direct assault for SpaceX, but I think what happens, like, in the kind of most wild success scenario for SpaceX, SpaceX is providing, like, 20, 30% of the world's mobile data in a decade…”

“One of the reasons the Blue Origin moved a little bit slower than SpaceX is that they leaned a little bit harder on the exquisite system going really big, and Elon had this idea of, like, let's try and make a whole bunch of small things that we bundle together…”

“It's only the second company in history to land a rocket booster after SpaceX.”

“Well, we should read through some of the history about Founders Fund's investment in SpaceX, because it might be one of the greatest, it might be, it might become the greatest venture capital investment of all time.”

“He's also predicted fully reusable Starship with rapid turnaround. It's a little too soon to tell he's behind some of the early dates, but you know, in general, that project seems like it's real. It's going to happen.”

“Again, it's still, like, gonna be a hundred and fifty-ish billion dollar position.”

“Starlink has over 10,000 up there already, I believe.”

“FFO is about 10% of SpaceX.”

“Well, he's the only candidate for everything in space because he has the leading space company by like, it's two orders of magnitude.”

“So SpaceX has done 31 funding rounds, a lot of those have been secondary transactions, but 31 funding rounds to raise twelve billion. XAI just goes out and raises 20 in one round.”

“SpaceX is set to hire Bank of America, Goldman Sachs, JP Morgan, Morgan Stanley to lead its IPO.”

“Starlink has more than 9000 satellites in orbit and roughly nine million customers.”

“So, they're in discussions ahead of a blockbuster IPO planned for later this year. The combination would bring Musk's rockets, Starlink satellites, and X social media platform, and the Grok AI chatbot under one roof.”

“SpaceX confirms plans to merge with XAI before the IPO. Elon Musk plans to merge SpaceX with XAI.”

“SpaceX is planning an IPO that could raise as much as fifty billion and value the company at 1.5 trillion.”

“The rapid launch of 9500 Starlink satellites since 2019 has made SpaceX the world's largest satellite operator with only not over nine million users of the broadband internet service”

“Starlink is the main revenue driver accounting for about 50 to 80% of the total revenue.”

“If asked, we will step up, and we will move heaven and earth to get to the moon first.”

“SpaceX doesn't have to lose for Blue to succeed. What the U.S. Needs is it needs two SpaceX's. It needs two launch companies competing vigorously against each other to try to give us the most capabilities as a country, commercially, civilly, from a defense per…”

“So, maybe September, maybe October, but, ah, it's coming.”

“Even a tiny three percent float would comfortably eclipse the U.S. IPO record set by Alibaba's twenty five billion dollar float in 2014.”

“Elon has the advantage of being able to use SpaceX stock to recruit people.”

“And I've talked to SpaceX folks who have been working on on putting solar panels out on Mars... They've been thinking about this for, At least over a decade that I know of.”

“Starship needs to be refueling in orbit, landing on the moon with and without crews, because you're probably going to need some humans up there, some robots and we need to start routine cargo flights to the moon. So this is straight up, like, three to five yea…”

“Starship needs to be refueling in orbit, landing on the moon with and without crews, because you're probably going to need some humans up there, some robots and we need to start routine cargo flights to the moon. So this is straight up like three to five years…”

“But still, this seems like a, just kind of a blatant sci-fi pump going into the IPO.”

“SpaceX aims to file IPO as soon as this week.”

“I think Elon's pitch with the SpaceX IPO, and we'll see it in the coming months, is the AI compute, it's gonna be so, there's gonna be so much demand over the next five, 10 years, that you're gonna have to use these SpaceX satellites that have GPUs in them. To…”

“SpaceX has normalized it to such a degree.”

“A NASA safety panel separately raised questions about how quickly SpaceX's human lander, based on its Starship vehicle, would be ready. A landing operation of astronauts with the Starship lander Within the next few years appears daunting and to the panel proba…”

“Starlink has deployed more than 650 satellites dedicated to providing connections to cell phones as of the end of last year, connecting more than twelve million people, according to the company.”

“Apple clearly agrees, because they are not only declining to work with SpaceX, I actually think they were the driving force in this global star deal.”

“It is a wild timeline that SpaceX, if it goes out at 1.75 trillion will be bigger than Tesla, which is sitting around 1.2 trillion these days.”

“This would, I imagine get them allocated into QQQ really quickly. And I know that was a priority.”

“SpaceX accelerates IPO timeline targets June 11th, Pricing on the NASDAQ.”

“They're set to generate roughly twenty billion in, in returns”

“Founders Fund and Valor are set to make more than sixty billion in gains on the SpaceX IPO. Sequoia, more than twenty billion.”

“SpaceX reported its revenue last year at 18.67 billion, and Dan Primack had a post saying that the business was smaller than he expected.”

“Incredible that Goldman beat out Morgan Stanley for the SpaceX IPO, left lead left. Given that Michael Grimes returned to Morgan Stanley in part for this deal, of course, Morgan Stanley is on the deal but that is it is a big win for Goldman that DJ SpaceX is a…”

“Joe Weisenthal is reporting that on the eve of the IPO, SpaceX employees are organizing more than a thousand current and former SpaceX employees have banded together to negotiate with wealth management firms for better pricing. And access to sophisticated tax-…”

“Why not hop on a rocket to get across the world in 30 minutes? Sounds pretty cool and probably oddly easier to approve than hypersonic planes since those have been stuck in regulatory approvals for, you know, years and decades and never really worked out.”

“The IPO is successful, I would say. There's been a bunch of chatter back and forth. Bull cases, bear cases. But overall it's hard not to look at this as a success. The, you know, Bill Gurley doesn't want a crazy pop on day one, doesn't want it to go up a hundr…”

“And this year I believe we'll get to orbit with that vehicle, and we'll recover the first, the second stage.”

“With the merger, the acquisition of XAI, we now, as a group, own the largest coherent gigawatt class compute on the planet, which will help us truth seek and understand the universe.”

“SpaceX IPO priced at 135 dollars a share. Opened at one 50.”

“SpaceX built basically more launch capacity than there was demand for, but then Because there was space on every SpaceX rocket, and they were able to build them so, so efficiently, so affordably, they were able to put up a massive constellation of internet con…”

“It's a 2.28 trillion dollar company now. 172 dollars a share.”

“In 2002, a SpaceX capsule carried two astronauts to the space station from American soil. Closing a nine year gap in which the United States paid Russia as much as ninety million dollars a seat to hitch a ride.”

“So we're about 22,000 strong. I'm super proud that over half of us actually bought additional stock in this opening, totaling almost a billion dollars.”

“Shotwell was paid eighty six million last year, mostly in the form of stock options.”

“If you're an employee, or even if you're an investor who has an SPV or you're directly on the cap table, you've had a chance to sell every six months for the last 10 years.”

“I think another really underappreciated thing about the SpaceX IPO is that over 10,000 SpaceX employees bought on the IPO.”

“My thought is that being a token factory is more than enough for the next five to 10 years.”

“If SpaceX puts a city on, on the moon and then Mars, and enables, you know, becomes the British East City Company, the solar system, I think this will, those, there's a lot of hard engineering that needs to happen to go into all that. This will probably be the…”

“Going into SpaceX and XAI, working with Jared Burchill to get into some of those rounds and then, you know, you're liquid very quickly.”

“SpaceX developed an early prototype of an AI Focused handset. The device is said to be slimmer than the iPhone. Runs proprietary operating system. Uses XAI technology built around Qualcomm's Snapdragon chipset.”

“The engineering that goes into this, just so, thinking so far ahead, like, I think this is designed to launch a starship every hour.”

“A unit of SpaceX is suing Apple for disadvantaging its AI app, and the company is now prototyping its own smartphone-like AI device.”

“If he hadn't worked on that, probably wouldn't have a rocket company in America.”

“In February and March, three sales executives connected to Late Stage, pleaded guilty to federal charges arising from a broader, five hundred and twenty-eight million dollar investment scheme. Prosecutors said the defendants marketed supposedly no fee pre IPO …”

“SpaceX is up 13% in the past five days, almost certainly in part due to semi-analysis.”

“If Tesla comes out with a roadster that has a SpaceX, it's like basically Merlin engine on it. Some type of SpaceX engine, there's probably 10,000 buyers for that car.”