The $SPCX IPO prices todays at $1.77 trillion. Brad Gerstner (@altcap) and Gavin Baker (@GavinSBaker) just spent 80 minutes on @BG2Pod making the case for why that's the cheapest it's going to get. Here are the 10 takeaways worth saving:1. In 30 days, SpaceX added $29 billion in AI compute revenue from the Anthropic and Google deals and jumped from not being an AI hyperscaler at all to being the #4 hyperscaler globally, passing Oracle. The trailing multiple compressed from ~100x to 39x in the sa
1:20:47
The $SPCX IPO prices todays at $1.77 trillion. Brad Gerstner (@altcap) and Gavin Baker (@GavinSBaker) just spent 80 minutes on @BG2Pod making the case for why that's the cheapest it's going to get. Here are the 10 takeaways worth saving:1. In 30 days, SpaceX added $29 billion in AI compute revenue from the Anthropic and Google deals and jumped from not being an AI hyperscaler at all to being the #4 hyperscaler globally, passing Oracle. The trailing multiple compressed from ~100x to 39x in the sa
9.3M views2 weeks ago
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