SpaceX, every mention

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every year anyone John Coogan 276Jordi Hays 99Delian Asparouhov 29Gavin Baker 16Erik Palitsch 15Shaun Maguire 14Christian Garrett 5Everett Randle 4Ted Feldmann 3Sam Lessin 3

Verbatim, from the transcripts: the passages where SpaceX comes up

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AI Safety Timeline Takeover, Bending Spoons Acquires Miro, iPhone Duo Reactions | Diet TBPN Sep 10, 2026 · 1 mention

Greg Brockman on Astra and the Future of OpenAI Sep 8, 2026 · 1 mention

  • ▶ 8:39 unnamed speaker As somebody who's like, you know, trying to get the absolute max out of ChatGPT, I'm like, well, I've been running like, you know, I've had like an agent running that, for example, will tell me every time a SpaceX launch is going to happen…

Model Mayhem, GPT-6 Astra, Why Nvidia Bought Hugging Face | Diet TBPN Sep 4, 2026 · 1 mention

Another AI Safety Kerfuffle, Markiplier’s Stake in GoPro, SpaceX Getting Into Turbines | Diet TBPN Sep 2, 2026 · 8 mentions

  • ▶ 25:01 unnamed speaker Uh, over the weekend, Musk confirmed on X that SpaceX will start making blades and veins that go into natural gas power turbines. 8 times in the scene

Meta Settles Addiction Suits, Tim Cook Signs Off After 15 Years, OpenAI’s Jalapeño Chip | Diet TBPN Sep 1, 2026 · 2 mentions

  • ▶ 29:05 unnamed speaker Descartes, six to seven billion, along with SPX, SpaceX, Andurl, Anthropic, Ramp, OpenAI, Databricks, and others on the IPO path. 2 times in the scene

Tesla’s Roadster, Car Week Takes, Unwell Beverages Shuts Down | Diet TBPN Aug 15, 2026 · 6 mentions

Kushner & Iger’s $12.5B Lakers Deal, Grok 4.6 Launches, Anthropic’s Watermarking Move | Diet TBPN Aug 13, 2026 · 4 mentions

  • ▶ 10:51 unnamed speaker Uh, Grok 4.7 will be significantly better, as is a much larger model with the cursor and SpaceX data included in pre-training. 4 times in the scene

Nvidia’s $500B Compute Deal, Paramount Threatens CA Exit, Musk’s Shortcut to $1T Payday | Diet TBPN Aug 12, 2026 · 12 mentions

  • ▶ 4:56 John Coogan Well, there is the SpaceX factor here too, which recently announced that they're going all in on NVIDIA, but again, they are 3 times in the scene
  • ▶ 11:44 John Coogan The idea is having SpaceX buy Tesla.
  • ▶ 20:30 John Coogan And then also once your funding was secured and funding was secured, but, uh, but there was a trillion dollar once you're a trillion dollar company, like you can't just get acquired, except there were in this very unique case where SpaceX 8 times in the scene

Zuck’s AI Vision, Celebs Are Dating Private Equity Guys, AI Agent Hacks Gym | Diet TBPN Aug 11, 2026 · 4 mentions

  • ▶ 29:44 Jordi Hays SpaceX is up, uh, 13%, uh, in the past five days, almost certainly in part due to semi-analysis. 4 times in the scene

More Details on OpenAI-Hugging Face, SpaceX SPV Investors Get Rugged, Demis and DeepMind | Diet TBPN Aug 6, 2026 · 14 mentions

  • ▶ 10:23 John Coogan Pretty crazy, crazy story about an investment firm that invested in SpaceX and sold their shares before their investors knew that, uh, like, this was relayed to them. 14 times in the scene

Demis Is Out as DeepMind CEO, Revolut Founder Yacht Drama, AI’s Great Reverse Bank Run | Diet TBPN Aug 5, 2026 · 2 mentions

Bending Spoons Buys Airtable, OpenAI Hits Back at Apple, Spider-Man Ads in BMWs | Diet TBPN Aug 5, 2026 · 9 mentions

  • ▶ 2:49 unnamed speaker They would get the same multiple as a SpaceX or, or an AI company or a, or a social media company.
  • ▶ 28:55 unnamed speaker SpaceX announces a new partnership with NVIDIA to design its star mind AI one payload. 8 times in the scene

The Collapse of Situational Awareness, Ferrari Luce Stays on Track for 2026 | Diet TBPN Jul 30, 2026 · 1 mention

  • ▶ 6:21 John Coogan So every VC that had bird on their books probably also had some SpaceX on their books or something.

U.S. Bans New Chinese Humanoids, Zuck’s Op-Ed, eBay's $56M Lawsuit | Diet TBPN Jul 30, 2026 · 2 mentions

  • ▶ 7:58 John Coogan Like, he obviously has a very strong philosophy around XAI and Grok, and you saw it in the SpaceX S-one, where the market for enterprise software was like, 22 trillion, or something like that. 2 times in the scene

Open Source vs. Closed Source, NVIDIA Backs SSI, YC Startup School Fills Stadium | Diet TBPN Jul 28, 2026 · 2 mentions

  • ▶ 3:17 unnamed speaker The group includes SpaceX, Microsoft, Palantir, and dozens of other companies, many of which publicly oppose restricting access to open source AI.
  • ▶ 16:27 unnamed speaker And, uh, OpenAI, Thinking Machines, SpaceX, uh, Snowflake, Siemens, ServiceNow, SAP.

AMD Advancing AI, Google Q2 Earnings, OpenAI Plans $750B Cloud Spend | Diet TBPN Jul 24, 2026 · 1 mention

  • ▶ 7:33 unnamed speaker I think almost a hundred billion dollars of SpaceX.

Inside Travis Kalanick’s Wild New AI Company Jul 22, 2026 · 1 mention

Stripe’s $53B PayPal Offer, OpenAI’s First Device, TBPN’s New Business Ideas | Diet TBPN Jul 16, 2026 · 1 mention

Apple Sues OpenAI, Experts Sign Another AI Warning Letter, Paramount Threatens CA Exit Jul 13, 2026 · 3 mentions

  • ▶ 9:37 John Coogan A unit of SpaceX is suing Apple for disadvantaging its AI app, and the company is now prototyping its own smartphone-like AI device.
  • ▶ 30:31 unnamed speaker Um, there's a clip from SpaceX's new launch site. 2 times in the scene

GPT-5.6 Reactions, Phoebe Gates’ Phia Drama, Hollywood Chases Internet Horror | Diet TBPN Jul 11, 2026 · 3 mentions

  • ▶ 21:51 Jordi Hays Like, semi-analysis, just like completely leaving out SpaceX and, uh. 3 times in the scene

Blue Origin Raises Capital, Getty-Shutterstock Deal Dies, GPT-5.6 Launches Tomorrow | Diet TBPN Jul 9, 2026 · 2 mentions

  • ▶ 2:40 unnamed speaker The Elon bulls are saying, oh, SpaceX is underpriced now, because you have to imagine, I don't know if there's an exact revenue figure that's leaked for Blue Origin, but 2 times in the scene

Jersey Mikes's IPO, AI Lab Nationalization, SpaceX AIPhone | Diet TBPN Jul 3, 2026 · 8 mentions

The Meta Compute Debate | Diet TBPN Jul 2, 2026 · 4 mentions

  • ▶ 4:07 John Coogan It's weird that it came as a leak about around like a plan to sell compute as opposed to just what SpaceX did, where it was just like, boom, huge contract with Anthropic, lots of excitement going into the IPO. 2 times in the scene
  • ▶ 11:16 Jordi Hays Yeah, and, and, uh, you know, if you look at the SpaceX deals with Google and Anthropic, they were, they weren't like,
  • ▶ 14:24 John Coogan Uh, maybe not quite as quickly as SpaceX and AWS, but they're certainly, like, near the frontier of that capability in terms of putting up GPUs and tents.

Rocket Lab Enters SpaceX Arena, Meta’s Prediction Market, America’s Tech Wishlist | Diet TBPN Jul 1, 2026 · 4 mentions

Shifts In The Creator Economy, Kylie Jenner x Meta, GPT 5.6 Limited Release | Diet TBPN Jun 27, 2026 · 1 mention

  • ▶ 18:18 Jordi Hays Like, the market is not, is clearly not, like, sending signals like, hey, we're really excited for you guys to, like, pivot into enterprise and, like, spend hundreds of billions of dollars competing against Google, AWS, Microsoft, Google,…

Midjourney Goes Medical, Noam Shazeer & Dean Ball Join OpenAI | Diet TBPN Jun 19, 2026 · 1 mention

  • ▶ 27:07 unnamed speaker Um, it, uh, the South Bay, I'm sure you guys are going to be spending a lot of time there post SpaceX IPO.

Jake Paul Thinks We'll Live Forever Jun 18, 2026 · 3 mentions

  • ▶ 1:59 Jake Paul Going into SpaceX and XAI, working with Jared Burchill to get into some of those rounds and then, you know, you're, you're liquid very quickly.
  • ▶ 23:40 Jeff Woo Um, so, I think, in some sense, I think the software game is gonna be won by an OpenAI, Anthropics, SpaceX, Google, maybe about Cognition, and some of these like,
  • ▶ 29:50 unnamed speaker Um, it, uh, the South Bay, I'm sure you guys are going to be spending a lot of time there post SpaceX IPO.

Snap SPECS, Taste Labs Timeline Turmoil, AI Execs at G7 | Diet TBPN Jun 18, 2026 · 6 mentions

  • ▶ 24:41 unnamed speaker There's a whole discussion over SpaceX potentially using the high share price. 6 times in the scene

SpaceX Takes Off, Cursor's Wild Rise, Snap Bets on AR Glasses | Diet TBPN Jun 17, 2026 · 15 mentions

  • ▶ 0:00 unnamed speaker The big news, uh, is that SpaceX ran, like, absolute... 10 times in the scene
  • ▶ 6:15 unnamed speaker Ryan Peterson says with yesterday's 20% SpaceX pop, Elon made more money 4 times in the scene
  • ▶ 15:41 unnamed speaker Uh, it, the fact that you can buy, that you could have one SpaceX or two Metas for the same price is, uh, pretty unbelievable.

Anthropic Drama, Meta Now Tokenminning, Fox's $22B Roku Deal | Diet TBPN Jun 16, 2026 · 5 mentions

Gavin Baker: SpaceX Might Be the Greatest Company of All Time Jun 15, 2026 · 21 mentions

  • ▶ 0:07 Jordi Hays Uh, SpaceX IPO. 4 times in the scene
  • ▶ 5:08 Gavin Baker And it, and it feels like, uh, you can imagine SpaceX, you know, bringing on a lot more compute very quickly. 3 times in the scene
  • ▶ 7:35 Jordi Hays As SpaceX, but there's a lot there, but it's a completely different motion to go into token factory.
  • ▶ 14:22 Gavin Baker SpaceX. 4 times in the scene
  • ▶ 25:18 Gavin Baker Is any part of you worried that you'll never see another, another company like SpaceX? 9 times in the scene

🚀 SpaceX IPO Liftoff | Diet TBPN Jun 13, 2026 · 34 mentions

  • ▶ 0:01 John Coogan SpaceX IPO priced at 135 dollars a share. 3 times in the scene
  • ▶ 6:21 John Coogan Uh, let's play this clip from Gwen Shotwell, uh, standing at the NASDAQ on the day of the SpaceX IPO. 4 times in the scene
  • ▶ 9:58 unnamed speaker Uh, congratulations to the SpaceX team. 6 times in the scene
  • ▶ 14:04 John Coogan SpaceX. 8 times in the scene
  • ▶ 16:53 John Coogan He told a story in the Wall Street Journal about, ah, the, one of the early days in, ah, in the SpaceX journey. 7 times in the scene
  • ▶ 22:36 unnamed speaker FF's investment of twenty million dollars at a two hundred million dollar valuation into SpaceX did get diluted, but it is still, I think, like the best venture investment
  • ▶ 25:48 John Coogan A visual guide to the SpaceX IPO while I tell you about Codex.
  • ▶ 27:24 John Coogan I put one million dollar SpaceX order through a private bank and just got filled only 50 K one 20th of what 3 times in the scene
  • ▶ 34:44 John Coogan Congratulations to anyone that got in on the SpaceX IPO.

Bezos' Prometheus Raises $12B, America Inc. Moves to Texas, Trucking Rebounds | Diet TBPN Jun 12, 2026 · 3 mentions

  • ▶ 8:49 unnamed speaker We'll talk about SpaceX in a bit, but SpaceX is looking for 2 times in the scene
  • ▶ 27:34 unnamed speaker Sign up for our newsletter at tbpi.com, and we will see you tomorrow for the SpaceX IPO.

Cloudflare CEO Predicts AI Agents Will Outnumber Humans 1,000-to-1 Jun 10, 2026 · 1 mention

  • ▶ 18:07 Matthew Prince You know, it, we're, we're, um, we're a little bit different where in, in the case of, you know, if you're a AWS or a Google or, um, you know, a SpaceX, you're building one big facility or a handful of very big facilities and putting a ton…

Social Network Sequel Trailer, Fable 5 Sparks Safety Debate, SpaceX IPO Watch | Diet TBPN Jun 10, 2026 · 9 mentions

  • ▶ 9:18 unnamed speaker The fact that space X is going to be valued, uh, meaningfully higher.
  • ▶ 26:19 unnamed speaker Canon says the cashier at Home Depot just asked if I want to round up to support the SpaceX IPO. 8 times in the scene

Palantir's AIPCon 10, Ramp Hits $44B, 60 Minutes Eyes Rogan | Diet TBPN Jun 4, 2026 · 4 mentions

  • ▶ 9:58 unnamed speaker And they should be, you would expect that biotech would be similarly power law driven, maybe not as extreme, but if you pull out spacex, open AI anthropic from power law.
  • ▶ 17:21 unnamed speaker Goldman expects SpaceX's AI revenue to surge a hundred 3 times in the scene

Google Raises $80B, Confidential IPO 101, OpenAI Expands Codex | Diet TBPN Jun 2, 2026 · 6 mentions

  • ▶ 0:45 John Coogan Eighty billion stock-based fundraising should be taken as a rebuke to those salivating over the forthcoming IPOs of SpaceX, OpenAI, Anthropic. 2 times in the scene
  • ▶ 20:54 John Coogan This is what SpaceX did. 2 times in the scene
  • ▶ 26:17 Jordi Hays Uh, 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. 2 times in the scene

YouTubers Win at the Box Office, Bernie Wants Public Stake in AI, Anthropic Files S-1 | Diet TBPN Jun 2, 2026 · 2 mentions

  • ▶ 26:45 unnamed speaker SpaceX is going public. 2 times in the scene

New Glenn Explodes, Enterprise AI Enters ROI Era, The Dinosaur Fossil Boom | Diet TBPN May 30, 2026 · 4 mentions

  • ▶ 0:56 John Coogan Failure last night when it's New Glenn Rocket, a reusable heavy lift orbital spacecraft designed to compete with SpaceX's Falcon Heavy, uh, and we were talking about this in the backdrop of the, uh, of the SpaceX IPO, and I heard Brad… 4 times in the scene

Where Brad Gerstner Is Investing Billions May 29, 2026 · 7 mentions

  • ▶ 0:08 unnamed speaker He, he laid out one of the greatest SpaceX bull cases. 4 times in the scene
  • ▶ 1:00 unnamed speaker Anyway, let's talk SpaceX.
  • ▶ 23:12 Brad Gerstner And I think that changed the whole tenor of the SpaceX IPO, both the cursor and the Anthropic deal.
  • ▶ 34:43 Brad Gerstner You know, the Facebooks, the SpaceX's, the open AIs.

The Lean Startup Author on What Ruins Good Companies May 26, 2026 · 2 mentions

  • ▶ 5:51 unnamed speaker And then you have the, the SpaceX AI immense control in a single founder.
  • ▶ 25:39 unnamed speaker Like, Google owns Anthropic and SpaceX and, and Microsoft owns OpenAI.

IPO Giga Boom, World’s Fairs of the Past | Diet TBPN May 22, 2026 · 20 mentions

  • ▶ 7:08 unnamed speaker They said, SpaceX, OpenAI and Anthropic IPOs set to ignite Wall Street trading frenzy. 20 times in the scene

SpaceX S-1, Anthropic Revenue Booms, OpenAI Cracks Erdős Problem | Diet TBPN May 22, 2026 · 26 mentions

  • ▶ 0:19 John Coogan SpaceX got top billing in the journal with the IPO filing. 3 times in the scene
  • ▶ 1:13 John Coogan Uh, SpaceX on Wednesday revealed new details about how it's, it's a, about its financials and how Chief Executive Officer Elon Musk will try to grow a sprawling enterprise 22 times in the scene
  • ▶ 11:10 John Coogan So, uh, Tom Brown, co-founder of Anthropic says, we're expanding our partnership with SpaceX and we'll be scaling up GB 200 capacity on Colossus two throughout June.

Google I/O: Day 1 Reactions, Goldman to Lead SpaceX IPO | Diet TBPN May 21, 2026 · 3 mentions

Musk Loses OpenAI Case, Leopold’s 13F, Data Center Backlash | Diet TBPN May 19, 2026 · 2 mentions

  • ▶ 27:24 unnamed speaker Is the, the, the social media platform X and Twitter, formerly Twitter, uh, is actually incentivized to be anti data center in a weird way because X is owned by SpaceX and a big part of SpaceX's upcoming public offering is the possibility… 2 times in the scene

SpaceX IPO Date, ChatGPT x Personal Finance, Sanders & AOC vs. Data Centers | Diet TBPN May 15, 2026 · 1 mention

Trump-Xi Summit, Space Data Center Debate, Inflation Up | Diet TBPN May 14, 2026 · 8 mentions

  • ▶ 23:22 unnamed speaker SpaceX and Google are in talks to launch data centers in orbit. 8 times in the scene

Altman’s Testimony, AI SPV Drama, Ebay Rejects $GME Bid | Diet TBPN May 13, 2026 · 2 mentions

  • ▶ 15:21 unnamed speaker And even in the case that they were like saying that they were tied, it was typically like it one, one to five percent of the fund in Anthropic or open air or SpaceX. 2 times in the scene

Apple-Intel Chip Deal, U.S Adds 115K Jobs, DeepSeek Eyes $50B Valuation | Diet TBPN May 9, 2026 · 4 mentions

  • ▶ 3:31 unnamed speaker So Commerce Secretary Howard Lutnick has met repeatedly over the last year with high ranking Apple officials, including CEO Tim Cook, as well as SpaceX chief 2 times in the scene
  • ▶ 32:28 unnamed speaker Basically every time we take, every time we take a day off the show, like something big happens, uh, on Wednesday was the, was the XAI or SpaceX anthropic deal. 2 times in the scene

Inside the OpenAI vs. Elon Musk Courtroom May 1, 2026 · 1 mention

  • ▶ 11:25 John Coogan It feels like the two, uh, the two stories that I've heard him sort of telling are one about his commitment to technology, humanity, uh, saving the world through, you know, Tesla and the electrification of the internal combustion engine…

Intel Rips, Thrive Launches Eternal, GPT 5.5 | Diet TBPN Apr 25, 2026 · 2 mentions

  • ▶ 8:09 unnamed speaker Elon Musk wants to build a massively vertical integrated chip manufacturing operation with Tesla, SpaceX,
  • ▶ 14:14 unnamed speaker Like, you see -23 gross, 23% gross margins, and you're like, whoa, and then you look at the SpaceX deal, and the XAI deal, and all the compute that's sitting at Colossus II, and you think, oh, well, like, what will the gross margins be?

Thoma Bravo Loses Medallia, OpenAI Drops ChatGPT 5.5, Bob Iger Returns | Diet TBPN Apr 23, 2026 · 1 mention

  • ▶ 21:51 John Coogan It is a wild timeline that, uh, SpaceX, if it goes out at 1.75 trillion will be bigger than Tesla, which is sitting around 1.2 trillion these days.

SpaceX-Cursor Deal, ChatGPT Images 2.0, Fake Bear Scam | Diet TBPN Apr 23, 2026 · 12 mentions

  • ▶ 0:03 unnamed speaker SpaceX and cursor are partnering up, uh, more news out of images.
  • ▶ 0:32 unnamed speaker Well, uh, let's start with SpaceX and cursor who are teaming up in a very interesting deal. 4 times in the scene
  • ▶ 5:41 unnamed speaker But the people who get, who were, whose arms were twisted, Morgan Stanley, and all the VC backers who came in, they wound up with SpaceX stock, and so they wound up doing very well, because they wound up with XAI stock, and then SpaceX 3 times in the scene
  • ▶ 11:00 unnamed speaker Wait, SPF replied to SpaceX's tweet. 4 times in the scene

Marc Benioff vs. Verizon CEO Dan Schulman on AI, Blue Origin’s Latest Flight | Diet TBPN Apr 21, 2026 · 6 mentions

  • ▶ 22:00 unnamed speaker Only, ah, a feat only Blue Origin and Elon Musk's SpaceX have ever achieved orbital rockets, ah, but the mission later suffered a mishap. 6 times in the scene

Jensen on Dwarkesh, Cursor x XAI, Netflix Stock Sinks | Diet TBPN Apr 16, 2026 · 4 mentions

  • ▶ 6:29 unnamed speaker And so for the past few years, NVIDIA has sort of looked like SpaceX's launch program. 2 times in the scene
  • ▶ 23:36 unnamed speaker Yeah, that's been the big, the big question of like, you know, with, with everything that SpaceX is doing and now TerraFab, they're going to be creating all of this, um, 2 times in the scene

Allbirds’ AI Pivot, Snap Cuts 16% of Workforce, Amazon’s GlobalStar Deal | Diet TBPN Apr 16, 2026 · 7 mentions

Artemis II Makes History, Nutella in Space, The US-China AI Race | Diet TBPN Apr 13, 2026 · 1 mention

  • ▶ 7:35 John Coogan Showing one or both of the moon landers that SpaceX and Blue Origin have been developing can safely transport astronauts and preparing new spacesuits made by Axiom Space.
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