SpaceX
Mentioned in 622 analyzed podcast episodes across 10 shows
A private aerospace company developing rockets and spacecraft for commercial and government missions, including the Starship rocket and lunar lander for NASA's Artemis program. Recently announced a merger with AI company xAI valued around $1.25-1.5 trillion, combining space infrastructure with AI capabilities including plans for orbital data centers. Currently preparing for a significant IPO (valued between $40-50 billion) that podcasts discuss as a major forthcoming market event.
Mentioned On
Episode Mentions
TBPN · Aug 13, 2026
Kushner & Iger’s $12.5B Lakers Deal, Grok 4.6 Launches, Anthropic’s Watermarking Move | Diet TBPN
“Stock surged ~40% in 5 days; SpaceX data included in Grok 4.7 pre-training per reports.”
TBPN · Aug 12, 2026
Kushner and Iger Buy The Lakers, Grok 4.6 Launch, NVIDIA Nemotron | Darren Rovell, Patrick Whitesell, Harjot Gill, Jeff Huber, Soren Monroe-Anderson & Shaun Maguire, Andrei Georgescu
“Stock up ~40% in five days; Cursor pre-training data inclusion cited as factor in Grok 4.6 gains.”
Better Offline · Aug 12, 2026
Monologue: NVIDIA's No IT Loads Refused Cash Dump
“Mentioned as a contrasting example of a company that found external buyers for internal share sales.”
TBPN · Aug 12, 2026
Nvidia’s $500B Compute Deal, Paramount Threatens CA Exit, Musk’s “Shortcut” to $1T Payday | Diet TBPN
“Discussed as a potential acquirer of Tesla and as a Neo-cloud compute provider licensing Nvidia infrastructure.”
Dwarkesh Podcast · Aug 11, 2026
Ryan Greenblatt – Human level AIs might build runaway superintelligences by 2032
“Co-trained Grok 4.5 with Cursor; mentioned in context of new pre-training approach for the Grok model family.”
TBPN · Aug 11, 2026
Zuck’s AI Vision, Celebs Are Dating Private Equity Guys, AI Agent Hacks Gym | Diet TBPN
“SemiAnalysis report shows SpaceX pivoting to AI compute, with AI revenue growing to 77% of run rate in 8 quarters.”
TBPN · Aug 10, 2026
Zuck's AI Future, AI Hacks Gym, SpaceX Moons | Ryan Spoon, Nicolai Klemke, Adam Goldstein & Brian Yutko
“Semianalysis published a bull case projecting SpaceX becomes a major AI compute company with $500B+ ARR potential.”
Lenny's Podcast: Product | Career | Growth · Aug 9, 2026
The playbook for building high talent density teams | Adam Ward, Head of Talent at Cursor
“Cursor trains its models on SpaceX's data center, described as the world's largest, unlocking new model capabilities.”
All-In with Chamath, Jason, Sacks & Friedberg · Aug 8, 2026
Google's AI Brain Drain, SpaceX's Huge Quarter, Airtable's 90% Collapse, US Data Fuels China AI
“Posted $7.8B Q2 revenue up 92% YoY; Elon Web Services compute rental and Starlink drove results.”
This Week in Startups · Aug 7, 2026
How AI splits startups into winners and losers | E2322
“Estimated at $2.8B in annual stock-based compensation among private companies, second only to OpenAI.”
TBPN · Aug 6, 2026
More Details on OpenAI-Hugging Face, SpaceX SPV Investors Get Rugged, Demis and DeepMind | Diet TBPN
“Subject of a major IPO with ~1,000 SPVs tied to its stock; investors allege fraud by intermediary fund managers.”
TBPN · Aug 6, 2026
SpaceX SPV Gone Wrong, Intel's Comeback, Dylan Field Joins | Aditya Agarwal, Ariane Gorin, Nick Thompson, Chris Power, Christian Mochen
“Center of an SPV fraud case where Late Stage Management allegedly sold investor shares before IPO while showing false account statements.”
All-In with Chamath, Jason, Sacks & Friedberg · Aug 5, 2026
Saronic Founders: Autonomous Warships, China's 230X Advantage & Swarms of Robot Ships
“Referenced as a model for Brownsville development and as a neighbor to Saronic's planned Port Alpha shipyard.”
The AI Daily Brief: Artificial Intelligence News and Analysis · Aug 5, 2026
Why the Data Center Fight Has Little to Do With AI
“Delivered first public earnings report: $7.8B quarterly revenue, $15.8B AI CapEx, targeting $100B ARR by year-end.”
Better Offline · Aug 5, 2026
The AI Demand Bubble with Ed Elson
“Google's unrealized gains in SpaceX contributed to its inflated net income figure alongside its Anthropic stake.”
TBPN · Aug 5, 2026
Bending Spoons Buys Airtable, OpenAI Hits Back at Apple Over Lawsuit, Spider-Man Ads in BMWs | Diet TBPN
“Reported first public financials: $7.81B revenue, with Starlink ($4.29B) dwarfing the launch business ($962M).”
TBPN · Aug 4, 2026
Bending Spoons Buys Airtable, Snap Rips, Ads in BMW | Grace Li, Samir Kaji, John Quinn, Nikhil Reddy, Art Levy & Russell Kaplan, Brendan Carr
“First public earnings showed $7.81B revenue, 92% YoY growth; Starlink at $4.29B is now its largest business segment.”
Dwarkesh Podcast · Aug 3, 2026
Why smarter AI models could drive up compute prices 10x
“Providing compute infrastructure rented by both Google and Anthropic at significant premiums to spot prices.”
TBPN · Jul 31, 2026
Leopold is Back! Big Tech Earnings, Defense Tech Deep Dive | Richard Craib, Trae Stephens, Blake Resnick
“Discussed as Founders Fund portfolio company that recently went public with lockups still in effect.”
TBPN · Jul 30, 2026
Leopold Sold, Ferrari Undefeated, Martin Shkreli Joins | Guillaume Verdon, Lulu Meservey, Michael Kim, Joon Sung Park, Karan Kunjur, Vlad Tenev
“Referenced for Starship development timelines and Falcon 9 as the backbone of K2 Space's commercial contracts.”
TBPN · Jul 30, 2026
U.S. Bans New Chinese Humanoids, Zuck’s Op-Ed, eBay's $56M Lawsuit | Diet TBPN
“Referenced as an example of Musk's ability to will a critical national industry into existence through capital and focus.”
World Business Report · Jul 28, 2026
Is the World Cup up for sale?
“Space/AI company experiencing $1.2 trillion market cap decline as investors question returns on massive AI infrastructure spending”
WSJ Tech News Briefing · Jul 28, 2026
TNB Tech Minute: Ray-Ban Maker Says Smartglasses Sales Nearly Doubled In Latest Quarter
“Elon Musk's space exploration and AI company trading 18% below $135 IPO price after debuting mid-June and losing $1.2 trillion in market cap”
The Information's TITV · Jul 28, 2026
Trump Admin Nears AI Rules Framework, Microsoft’s Mythos Alternative, Why Claude Code is King
“Acquiring Cursor coding agent platform to integrate into AI ecosystem and improve proprietary models”
Wall Street Breakfast · Jul 28, 2026
Amazon revamps AI strategy
“Subject of analyst speculation regarding hypothetical merger with Tesla to create vertical integration ecosystem”
Finding Peak w/ Ryan Hanley · Jul 28, 2026
Your Portfolio Is a Fingerprint of Your Personality | Jim Lebenthal
“Mentioned as subject of short-seller speculation; host considering dollar-cost averaging position”
Coin Stories with Natalie Brunell · Jul 28, 2026
Nico Lechuga: Berkshire Hathaway for Main Street Bitcoiners
“Referenced as example of company maintaining Bitcoin treasury strategy similar to Orange Juice's approach”
Bloomberg Daybreak: US Edition · Jul 28, 2026
Trump Talks Up Iran Diplomacy; Chip Rout Deepens on China Competition
“Among year's largest US offerings to trade below IPO price for first time, alongside SK Hynix, amid market concerns”
TBPN · Jul 27, 2026
Open Source vs. Closed Source, NVIDIA Backs SSI, YC Startup School Fills Stadium | Diet TBPN
“Listed as a member of the Open Secure AI Alliance supporting open source AI as a cybersecurity asset.”
The AI Daily Brief: Artificial Intelligence News and Analysis · Jul 27, 2026
Where Claude Opus 5 Fits in Your Model Rotation
“Listed as a member of the Open Secure AI Alliance consortium focused on AI security vulnerabilities.”
TBPN · Jul 27, 2026
Letter Enthusiasts, Open Source vs. Closed Source, Mega-Startup School | Luke Knight & Ronan Chambers, Gary Vaynerchuk, Jonathan Jacobi, Dean Meyer, Brent Franson, Matej Cernosek, Justin Boitano
“Listed as a member of the Open Secure AI Alliance coalition backing open-source AI for cybersecurity.”
Founder's Story · Jul 27, 2026
After Exiting for Billions He Gave $50 Million to His Employees | Tom Sosnoff
“Sosnoff purchased private shares before IPO as part of secondary market investment strategy”
WSJ's Take On the Week · Jul 26, 2026
The Buried $150B Bet Inside the Top 20 U.S. Stocks
“Recently IPO'd company now trading below IPO price; example of private market wealth creation and public market valuation challenges”
All-In with Chamath, Jason, Sacks & Friedberg · Jul 24, 2026
The Fight Over Open Source AI, Anthropic's $1.5B Payout, NYC Socialists: Evictions = Violence?
“IPO stock down 30% from day-one closing price, now trading at ~$1.5T amid lockup expiry pressure.”
The AI Daily Brief: Artificial Intelligence News and Analysis · Jul 24, 2026
Why AI Hasn’t Increased Unemployment, According to Anthropic
“Parent of xAI; reported in talks to provide compute to the Pentagon, potentially adding billions in revenue.”
TBPN · Jul 22, 2026
Inside Travis Kalanick’s Wild New AI Company
“Referenced as an example of Elon Musk maintaining separate high-value companies with extreme power-law return disparity.”
Better Offline · Jul 22, 2026
The Cult of the Ultra-Wealthy with Ed Elson
“Central subject of the episode; its IPO valuation, financial losses, and speculative TAM claims are dissected in detail.”
All-In with Chamath, Jason, Sacks & Friedberg · Jul 20, 2026
Mark Cuban on the AI Bubble: Who Actually Gets Wiped Out?
“Mentioned as a pre-IPO company whose employees should consider collaring their equity given concentration risk.”
Milk Road AI · Jul 20, 2026
Will AI Trade Stocks Better Than Us?
“Mentioned as having pulled back to IPO pricing; discussed as potential entry point for long-term investors”
Becker Private Equity & Business Podcast · Jul 20, 2026
20 Key Business & Leadership Concepts 7-20-26
“Referenced as example of business built despite naysayers; Elon Musk overcame skepticism about rocket company viability”
Becker Business · Jul 20, 2026
20 Key Business & Leadership Concepts 7-20-26
“Referenced as example of Elon Musk building rocket company despite widespread naysayers”
La Estrategia del Día México · Jul 20, 2026
El parásito en EE.UU. y México, big tech, Goldman le atina y las millas de Infantino
“Elon Musk's company stock fell 15% last week, down 10% prior week; lost $1 trillion in market value from peak”
Kim Komando Daily Tech Update · Jul 20, 2026
Data centers could move to space
“Elon Musk's company expected to benefit from increased satellite launches for orbital data centers”
America In The Morning · Jul 20, 2026
US Soldiers Killed During Iran Attacks, Wildfire Health & Sanctions Threats, Susan Collins Challenger, VP's Baby Boy
“Starship rocket launch scrubbed with engine failures; stock down 40% from IPO high after $85 billion public offering”
Now You Know Podcasts · Jul 19, 2026
V14 LITE Proves Itself | Tesla Time News 651
“Starship Flight 13 launch abort at one-second mark, rescheduled for July 20, engine startup issues and abort protocol demonstration”
WSJ's Take On the Week · Jul 19, 2026
How This $150B+ Wall Street Strategy Could Lower Your Taxes
“Example company whose employees hold concentrated stock positions requiring tax-loss harvesting and management strategies”
CyberWire Daily · Jul 19, 2026
Europe's push for space sovereignty. [T-Minus: Space-Cyber Briefing]
“Referenced for Falcon 9's 100+ annual launches and Starlink's geopolitical influence over Ukraine communications”
Founders · Jul 19, 2026
#425 The Merchant Bankers
“Referenced as modern example of company obsessed with cost control and first-principles thinking, similar to merchant banker mentality”
The AI Daily Brief: Artificial Intelligence News and Analysis · Jul 16, 2026
The New Enterprise Battle Over Who Owns the Model
“Stock dipped below its IPO price for the first time, raising concerns about sentiment for other AI company IPOs.”
Bloomberg Tech · Jul 16, 2026
TSMC Slides, Saronic Invests in Texas, GameStop Makes Its Move
“Starbase facility in Brownsville, Texas creates ecosystem attracting other advanced manufacturing companies like Saronic”