Designs, manufactures, and launches rockets and spacecraft, providing commercial and government space transportation services.Yahoo Finance ↗spacex.com ↗
34 takes · first discussed Aug 16, 2024 · last Jul 11, 2026
Private when first discussed — performance is tracked from Jun 12, 2026, its first public price.
Click a call to see the price move since it aired.
Chamath views SpaceX as a unique, one-of-a-kind company that has peaked in price-to-sales and will grow into and beyond its current valuation, with a likely Tesla merger ahead that will be transformative.
Jason views the Cursor acquisition as highly accretive to SpaceX's revenue story ahead of its IPO, with Cursor's $6B projected run rate adding meaningfully to SpaceX's $22-24B 2026 revenue at a $2 trillion target valuation.
Sacks is bullish on SpaceX as Elon's life's work and a wealth-creating machine, predicting Elon will hold his shares well beyond the one-year lockup because SpaceX represents a machine that will continue creating value for humanity.
Friedberg argues SpaceX is effectively the railroad infrastructure for the next great frontier — the moon and Mars — and has also built a backup extraterrestrial internet via Starlink, making it a foundational technology platform for civilizational-scale value creation.
Brad Gerstner, an investor in SpaceX who also bought in the IPO, calls it a textbook success trading at $2T on ~$35B forward revenue, and still sees meaningful upside ('meat on the bone') as a compounder growing revenue at 30%+ for years.
The hosts are broadly and strongly bullish on SpaceX, with conviction spanning its launch dominance, Starlink's subscriber growth trajectory, the xAI/Grok competitive edge in AI, and the landmark IPO. Chamath, Friedberg, Jason, and recurring guests Gavin Baker and Brad Gerstner all see SpaceX as a foundational, civilizational-scale platform — with Chamath describing it as a "one of one" company, Friedberg likening it to railroad infrastructure for the moon and Mars, and Jason projecting Starlink could become the largest subscription business in human history. There is near-universal agreement that xAI's Colossus compute strategy and successive Grok model leapfrogs (Grok 3, 4, and beyond) have established xAI as the current technical leader in frontier AI, though Baker and Gracias — both disclosed investors in xAI — are notably among the most aggressive bulls on that sub-thesis. The one notable point of divergence concerns SpaceX's IPO path: Friedberg offered a contrarian prediction that SpaceX would reverse-merge into Tesla rather than IPO, while Chamath (a shareholder seeking liquidity), Jason, Baker, and Gerstner all welcomed and celebrated the IPO as a value-creating milestone, with Chamath and Friedberg both subsequently converging on the view that a Tesla merger remains likely post-IPO.
Chamath views SpaceX as a unique, one-of-a-kind company that has peaked in price-to-sales and will grow into and beyond its current valuation, with a likely Tesla merger ahead that will be transformative.
It's an incredible company. It's a one of one. It's just a unique, unique animal. I think that 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”16:25
Jason views the Cursor acquisition as highly accretive to SpaceX's revenue story ahead of its IPO, with Cursor's $6B projected run rate adding meaningfully to SpaceX's $22-24B 2026 revenue at a $2 trillion target valuation.
SpaceX projected revenue between $22 and $24 billion in 2026. So this is quite accretive to the revenue story at SpaceX, at the IPO of SpaceX, which is now targeting a valuation of $2 trillion.”5:51
Sacks is bullish on SpaceX as Elon's life's work and a wealth-creating machine, predicting Elon will hold his shares well beyond the one-year lockup because SpaceX represents a machine that will continue creating value for humanity.
He's under a one-year lockup, and I predict that he'll hold on for much longer than that because creating SpaceX is his life's work.”19:27
Friedberg argues SpaceX is effectively the railroad infrastructure for the next great frontier — the moon and Mars — and has also built a backup extraterrestrial internet via Starlink, making it a foundational technology platform for civilizational-scale value creation.
SpaceX will be to the moon and ultimately to Mars, and there's going to be an extraordinary abundance of production that's going to come out of the moon… SpaceX has also created— and this is going to be a a big part of the valuation analysi”11:13
Brad Gerstner, an investor in SpaceX who also bought in the IPO, calls it a textbook success trading at $2T on ~$35B forward revenue, and still sees meaningful upside ('meat on the bone') as a compounder growing revenue at 30%+ for years.
Altimeter would be a buyer at scale and at size in both of those IPOs.”11:42