Fmr SpaceX CIO Ken Venner on Elon, Gwynne, & SpaceX Playbook

Former SpaceX CIO Ken Venner discusses his time building the company's digital "Warp Drive" operating system, which supported its scale from 1 to 40 boosters per year. Venner shares insights into Elon Musk's leadership and the "responsible engineer" model, detailing how the company optimized for growth by removing process constraints.

TIP830: SpaceX (SPCX): Is It Really Worth $2 Trillion Dollars? w/ Kyle Grieve & Shawn O'Malley

Kyle Grieve and Shawn O'Malley analyze the 2026 IPO of SpaceX, examining the company’s business segments across Space, Connectivity, and AI. The hosts evaluate launch economics, R&D, and capital expenditure while stress-testing the company's market opportunity and addressing key risks such as regulatory exposure and key-man dependence.

What’s SpaceX Really Worth? This Analyst Says $63 a Share

Morningstar equity analyst Nicolas Owens discusses his valuation of SpaceX, explaining why he values the shares at $63 despite the company's high post-IPO price. The conversation covers the assumptions behind SpaceX's bets on reusable Starship launches, data centers in space, and AI ambitions, as well as the potential for a future merger with Tesla.

The $2 Trillion SpaceX Story Might Be an Illusion

World's First Trillionaire, Anthropic Fable Banned, The New Oligarchs, Iran Peace Deal

The "All-In" podcast hosts discuss SpaceX’s record-breaking IPO and its $60 billion acquisition of Cursor. The episode also covers the emergence of "new oligarchs," the banning of Anthropic's Fable, Claude’s psychoanalysis of its creator Dario Amodei, and the market impact of an Iran War memorandum of understanding.

Why SpaceX Buying Cursor Changes Everything

Jason Calacanis, joined by Ben Ling of Bling Capital and Turner Novak of Banana Capital, analyzes SpaceX’s $60 billion acquisition of Cursor and its implications for startups building on frontier models. The discussion extends to the golden age of venture liquidity, the "Four Ds" of venture investing, and recent leaks regarding OpenAI's financials.

Blast Off: The SpaceX Float

Alan Kohler and Stephen Mayne discuss the SpaceX IPO and the accompanying wave of AI IPOs. The episode also covers the Trump–Iran peace deal, interest rate expectations for the RBA and Federal Reserve, and listeners' questions on energy, index investing, and childcare.

Betting on OpenAI, SpaceX Dust Settles, Josh’s New Trade

Downtown Josh Brown and Michael Batnick analyze SpaceX's entry into the public markets and its implications for American capitalism and private market innovation. The conversation extends to AI investment opportunities, including the debate over OpenAI exposure, the economic impact of AI-driven productivity gains versus layoffs, and broader market trends like Nvidia's bond sale and infrastructure spending.

SpaceX, SpaceX & SpaceX

In this discussion, Gavin Baker interviews SpaceX CFO Bret Johnson regarding the company's core business model, specifically its focus on launch capability and rocket reusability via Starship. The conversation explores the operational advantages of space-based data centers, including favorable regulatory environments, energy efficiency, and cost-effective cooling, as well as the company's progress with Starlink.

The most simplified breakdown of the SpaceX IPO on the internet

Sam Parr and Shaan Puri provide a detailed breakdown of the SpaceX IPO, exploring the company's business model, including Starlink, Starship, and data centers in space. They also discuss the valuation, Elon Musk's compensation package, and recent developments involving Grok and the financial impact of Sam Bankman-Fried.