Space Exploration Technologies Corp.

Jason support ×2 ▲ on 📈 SpaceX post-IPO: multiple ways to win from $1.4T E285 · 2026-08-14 ▶ 1:30:52

Elon has caught up... he bought Cursor, he's got that team... and he brought in his killers from SpaceX. And he did that in six short months. Never count Elon out. He's frequently late. He's never wrong.

Sacks support ×2 ▲ on 📈 SpaceX post-IPO: multiple ways to win from $1.4T E285 · 2026-08-14 ▶ 1:32:37

to catch up and become a true frontier lab. But if he fails at that, he's got the put option of just selling the compute at pretty attractive prices to the frontier labs.

Gavin Baker support ×2 ▲ on 📈 SpaceX post-IPO: multiple ways to win from $1.4T E285 · 2026-08-14 ▶ 1:33:52

Grok 4.6 is Pareto dominant on a lot of measures... very few of these investors talk about Grok at all... Maybe people should start to consider Grok when they think about SpaceX. [And] there's a lot ahead for SpaceX — the SpaceX story isn't over.

Jason support ×2 ▲ on 📈 SpaceX post-IPO: multiple ways to win from $1.4T E284 · 2026-08-08 ▶ 18:13

I got my first distribution from a fund I'm in. I'm in a couple of funds that are in SpaceX.

Sacks support ×2 ▲ on 📈 SpaceX post-IPO: multiple ways to win from $1.4T E284 · 2026-08-08 ▶ 24:57

I thought it was a very bullish earnings call. I was a little bit surprised that the stock went down... not only was it a beat and raise, but Elon spoke to a lot of their plans — Starship paves the way for the V3 satellite... 20 times more capacity per launch.

Friedberg support ×3 ▲ on 📈 SpaceX post-IPO: multiple ways to win from $1.4T E284 · 2026-08-08 ▶ 26:34

Starlink is just an unbelievable juggernaut cash machine... $2.6 billion in adjusted EBITDA [this quarter]... The Starlink business alone could be a trillion dollar market cap within two years, within 18 months. That alone provides the cash flow to fund much of what Elon is doing.

Brad Gerstner support ×2 ▲ on 📈 SpaceX post-IPO: multiple ways to win from $1.4T E284 · 2026-08-08 ▶ 29:54

now you have a company at 1.4 trillion that I think if you take a three or four year view, you can see yourself tripling your money in this business at a very reasonable valuation

Brad Gerstner support ×2 ▲ on 📈 SpaceX post-IPO: multiple ways to win from $1.4T E280 · 2026-07-11 ▶ 12:22

the SpaceX IPO where we were also investors and we also bought in the IPO, ... trading at $2 trillion on roughly $35 billion of forward revenue. ... I still think there's a lot of meat on the bone on SpaceX, on Anthropic, on OpenAI. ... these things can be compounders. They're going to compound at the rate they compound revenue. ... well over 30% for the next many years.

Chamath support ×2 ▲ on 📈 SpaceX post-IPO: multiple ways to win from $1.4T E278 · 2026-06-26 ▶ 1:13:22

There is very, very meager supply and there's effectively infinite demand. So that probably pulls forward the economic equation to want to go to space. But then again, that's going to prefer SpaceX and their compute stack and their compute decisions over the hyperscalers ... you're going to have a cost of an output token, I think terrestrially, particularly from the hyperscalers, be a little economically lopsided versus SpaceX once they get it to scale.

Gavin Baker support ×2 ▲ on 📈 SpaceX post-IPO: multiple ways to win from $1.4T E278 · 2026-06-26 ▶ 1:11:52

to stand up a one gigawatt data center, it's $35 billion in semiconductors and ... $25 billion of power and cooling equipment, and that is clearly inflationary ... When Starship is reusable, it's going to cost $5 billion to put a gigawatt of compute into space. ... you're $40 billion to put the gig into space. ... everybody who's a SpaceX investor or employee has had a chance to sell every six months for the last 10 years. ... Almost half the employees at SpaceX bought on the IPO.

Chamath support ×2 ▲ on 📈 SpaceX post-IPO: multiple ways to win from $1.4T E277 · 2026-06-19 ▶ 16:25

It's an incredible company. It's a one of one. ... the highest price to sales was essentially these last few days. And now it's just going to grow into its valuation and generally just grow valuation.