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Companies

SpaceX

Mentioned in 291 analyzed podcast episodes across 10 shows

This aerospace and space technology company is known for developing the Starship rocket and Starlink satellite communications system, with ongoing involvement in NASA's Artemis lunar program. Podcast discussions frequently focus on the company's merger with AI firm xAI to develop space-based data centers, its planned IPO valued between $40-50 billion, and its broader role in advancing both space exploration and AI infrastructure capabilities. The company has also been referenced as a manufacturer of aerospace components and a provider of defense-related communications and engineering support.

Episode Mentions

How I Invest with David Weisburd

How I Invest with David Weisburd · Apr 16, 2026

E349: Built to Scale: The J.P. Morgan Growth Playbook

Example of company staying private for 17-18 years; infrastructure company needing to raise $100B+ capital

Growth Equity Investment StrategyPrivate Company Lifecycle ExtensionVenture Capital Fund Structures and Continuation Vehicles
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Astrum Space

Astrum Space · Apr 16, 2026

What Does Lightning Sound Like on Mars?

Planning to send first Starships to Mars in 2026 as part of ambitious human Mars exploration program

Martian lightning detection and characterizationMartian atmospheric chemistry and oxidant formation mechanismsDust storm dynamics on Mars
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"The Cognitive Revolution" | AI Builders, Researchers, and Live Player Analysis

"The Cognitive Revolution" | AI Builders, Researchers, and Live Player Analysis · Apr 15, 2026

Welcome to AI in the AM: RL for EE, Oversight w/out Nationalization, & the first AI-Run Retail Store

Referenced as source of engineering culture and hardware-rich development philosophy influencing Quilter's approach

Reinforcement Learning for Hardware DesignPCB Layout Optimization and Auto-RoutingAI Constitutional Governance and Independent Oversight
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How I Invest with David Weisburd

How I Invest with David Weisburd · Apr 15, 2026

E348: Why “Boring” Businesses Beat Venture Capital

Referenced as example of venture capital's power-law return target (100x outcomes)

Lower Middle Market Private Equity StrategyProactive Sourcing and Sector SelectionBuy-Build and Add-On Acquisition Strategy
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Morning Brew Daily

Morning Brew Daily · Apr 15, 2026

Taxpayers Skirt a Gutted IRS & United Eyes an American Airlines Takeover

Starlink dominates satellite internet with 10,000 satellites; Amazon acquiring Global Star to compete in space connectivity

IRS Workforce Reduction and Tax EnforcementFederal Tax Revenue Projections and Budget ImpactTax Compliance Gap and Wage Earner vs. Business Owner Disparities
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O'Connor & Company

O'Connor & Company · Apr 13, 2026

Joe Digenova, Iran Update, Dr. Tom Jones, Ireland Protests

Competing with Blue Origin to provide lunar landers for NASA's Artemis program and surface return missions

Iran Military Blockade and Oil Port SanctionsU.S. Navy Strait of Hormuz OperationsArtemis II Splashdown and Crew Recovery
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Morning Brew Daily

Morning Brew Daily · Apr 13, 2026

US Plans Hormuz Blockade & Wall Street Bigwigs Nervous About Mythos

Competing with Blue Origin for NASA's Artemis lunar lander contract for future moon missions

Strait of Hormuz Blockade StrategyIran Nuclear NegotiationsOil Price Volatility and Energy Markets
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No es el fin del mundo

No es el fin del mundo · Apr 13, 2026

266. Punzada mundial: la frontera

Referenced as example of private sector colonization of space as new frontier beyond state control

Westphalian system and state sovereigntyBorder fortification and wall constructionMigration and border control
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Elon Musk Podcast

Elon Musk Podcast · Apr 12, 2026

SpaceX Moves Starship V3 Maiden Flight to May: What’s the Hold Up?

Primary subject; developing Starship V3 rocket, filing for historic IPO, building lunar AI infrastructure and satellite constellation

Raptor 3 Engine Regenerative Cooling ArchitectureStarship V3 Payload Capacity and Orbital EfficiencyMechazilla Tower Booster Catch Operations
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Elon Musk Podcast

Elon Musk Podcast · Apr 12, 2026

Moving AI Data Centers Into Orbit

Core aerospace manufacturer merging with XAI to build orbital AI data centers using Starship and Raptor 3 engine technology

Orbital AI data centers and space-based computingAI energy consumption and terrestrial power grid limitationsRaptor 3 engine technology and regenerative cooling systems
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Brad & Will Made a Tech Pod.

Brad & Will Made a Tech Pod. · Apr 12, 2026

334: We Nailed the Math!

Commercial company competing with Blue Origin for Artemis 3 lunar lander contract

Artemis 2 Mission Architecture and TrajectorySLS Rocket Performance and Orbital MechanicsLive-Streaming Space Missions and Media Innovation
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Moonshots with Peter Diamandis

Moonshots with Peter Diamandis · Apr 11, 2026

SpaceX Goes Public, Claude’s Mythos Release, and the US Data Center Delay | EP #246

Going public at $2 trillion valuation with Starlink as primary value driver (75-80% of valuation)

SpaceX IPO and Starlink profitability modelAnthropic Mythos model capabilities and safety withholdingOpenAI competitive pressure and Spud release timing
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America At Night with McGraw Milhaven

America At Night with McGraw Milhaven · Apr 11, 2026

Craig Sumner & Dr. Bruce Betts on Artemis II, Nikki Gerber on the Fight Over Data Centers

Mentioned as alternative spacecraft landing method and Southern California splashdown operator

Artemis II Mission Success and Splashdown RecoveryHuman Spaceflight Return After 50-Year GapLunar Science and Meteorite Impact Observations
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Anderson Cooper 360

Anderson Cooper 360 · Apr 11, 2026

Mission to the Moon: Artemis II Returns (Part 1)

Mentioned in context of Dragon spacecraft pressure suits and water landing recovery procedures used by astronauts

Artemis II Mission Success and Crew RecoveryHeat Shield Performance and Thermal Protection SystemsDeep Space Re-entry and Splashdown Operations
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All In with Chris Hayes

All In with Chris Hayes · Apr 11, 2026

Artemis II splashes down after historic mission

Commercial space company providing launch and recovery capabilities for NASA missions as public-private partnership

Artemis II Mission Success and Splashdown RecoveryUS-China Space Race and Lunar Dominance CompetitionLunar South Pole Water Ice Resources and Mining
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Consider This from NPR

Consider This from NPR · Apr 10, 2026

Artemis II is ending, how long before NASA gets back to the moon?

Potential contractor to develop lunar lander for NASA's Artemis program alongside Blue Origin

Artemis II Mission Success and AchievementsLunar Lander Development and Contractor SelectionNASA Budget Pressures and Political Volatility
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Pivot

Pivot · Apr 10, 2026

Iran Ceasefire Uncertainty, Democratic Wins, and Musk vs. Altman

Preparing IPO; potential merger target with Tesla and X; overvalued but attractive to investors

Iran Ceasefire Negotiations and Strait of Hormuz StrategyTrump Foreign Policy Coherence and Commander-in-Chief CredibilityDemocratic Electoral Strategy for 2026 Midterms and 2028 Presidential Race
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America At Night with McGraw Milhaven

America At Night with McGraw Milhaven · Apr 10, 2026

Frannie Block on Jared Isaacman & America’s Return to the Moon, Aron Solomon on Trump and Iran

Jared Isaacman's involvement with SpaceX missions Inspiration 4 and Polaris Dawn before becoming NASA administrator

NASA Artemis 2 Heat Shield Safety25th Amendment Constitutional RemedyGilgo Beach Serial Killer Profiling
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I Can’t Sleep

I Can’t Sleep · Apr 10, 2026

Artemis II | Gentle Space Reading for Sleep

Falcon Heavy selected as commercial launch vehicle for lunar gateway module delivery in 2017-2018 planning phases

Artemis II Mission Architecture and TimelineSpace Launch System (SLS) Block 1 Rocket DevelopmentOrion Spacecraft Heat Shield Engineering and Reentry Dynamics
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Mad Money w/ Jim Cramer

Mad Money w/ Jim Cramer · Apr 8, 2026

Mad Money w/ Jim Cramer 4/8/26

Upcoming IPO of Starlink potentially impacting Verizon; mentioned as competitive threat

Zero-Day Vulnerability Detection and AI SecurityData Center Power Infrastructure and Backup SystemsCybersecurity as Non-Replaceable Competitive Moat
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Marketplace

Marketplace · Apr 8, 2026

U.S. Treasurys aren't selling like they used to

Elon Musk-led aerospace and satellite company planning IPO in 2026 with AI division

U.S. Treasury Market DynamicsForeign Investment in U.S. DebtFiscal Deficit and National Debt
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Marketplace All-in-One

Marketplace All-in-One · Apr 8, 2026

U.S. Treasurys aren't selling like they used to

Elon Musk-led rocket and satellite company with AI operations planning 2026 IPO

U.S. Treasury Financing and Foreign Investment DeclineMacroeconomic Phases and Global Recession RiskFiscal Deficit and Debt Sustainability
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PBD Podcast

PBD Podcast · Apr 8, 2026

US & Iran AGREE To Ceasefire | PBD #773

Privately held space company positioned to benefit from Space Force budget expansion and satellite infrastructure investments

US-Iran Ceasefire Negotiations and Geopolitical ImplicationsStrait of Hormuz Strategic Control and Global Oil MarketsDefense Budget Increases and Military-Industrial Complex
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All-In with Chamath, Jason, Sacks & Friedberg

All-In with Chamath, Jason, Sacks & Friedberg · Apr 8, 2026

Josh Shapiro on Trump, Iran War Chaos, Israel's Failure, the Economy, and 2028 Race

Mentioned regarding Elon Musk's relationship with Obama and exclusion from White House EV summit

Permitting Reform and Regulatory EfficiencyState Economic Competitiveness and Business RecruitmentMedicaid Fraud Prosecution and Healthcare Waste
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How I Invest with David Weisburd

How I Invest with David Weisburd · Apr 8, 2026

E343: The Death of the 60/40 Portfolio (And What Comes Next)

Referenced as example of exciting private investment opportunity that attracts FOMO-driven family office capital

Trend-Following StrategiesPortfolio Construction and Rebalancing60/40 Portfolio Obsolescence
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Elon Musk Podcast

Elon Musk Podcast · Apr 8, 2026

Musk and Intel build orbital AI

Core partner in TerraFab project; provides launch capacity for orbital AI satellites and acquired XAI in $1.25T merger

Semiconductor Manufacturing IntegrationSpace-Based Data CentersIntel 18a Process Node Technology
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TBPN

TBPN · Apr 8, 2026

Meta Tokenmaxxing, Intel Joins Terafab, Frontier AI vs. China | Diet TBPN

Co-founding Terafab project to manufacture space-optimized chips; planning satellite deployment with onboard computing

Meta Token Spending and Anthropic PartnershipAI Model Distillation and IP ProtectionFrontier Model Training Costs and Economics
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Marketplace All-in-One

Marketplace All-in-One · Apr 7, 2026

The crackdown on prediction market insider trading

Collaborating with Intel, XAI, and Tesla on chip development for advanced technology projects

Petrodollar System and De-DollarizationConsumer Inflation ExpectationsInsider Trading in Prediction Markets
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Marketplace

Marketplace · Apr 7, 2026

The crackdown on prediction market insider trading

Collaborating with Intel, xAI, and Tesla on chip design for Elon Musk's TerraFab facility in Texas

Inflation Expectations and Consumer BehaviorPetrodollar System and Currency AlternativesPrediction Market Regulation and Insider Trading
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TBPN

TBPN · Apr 7, 2026

Tokenmaxxing, SF Street Name Auction, Corporate Retreat Gone Wrong | Riley Walz, Aditya Bandi, Zach Shore, Hongwei Liu, Zak Kukoff, Thomas Laffont

Leading Tarifab chip manufacturing initiative; deploying compute in space via Starlink satellites

Meta's Token Leaderboard and AI Spending IncentivesData Center Political Opposition and Rate Payer ProtectionHypersonic Aircraft Development and Iterative Hardware
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Mojo In The Morning

Mojo In The Morning · Apr 7, 2026

Full Show 4-7-26

Referenced in 'Back in the Day' trivia segment regarding Elon Musk's companies

NCAA Basketball Championship - Michigan WolverinesIn-Law Family Naming ConventionsRelationship Trust and Communication
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Big Technology Podcast

Big Technology Podcast · Apr 4, 2026

OpenAI buys TBPN, SpaceX’s $2 Trillion IPO?, Iran Disables Amazon Infrastructure

Filing for $2 trillion IPO seeking $40-80 billion; would be 6th largest company by market cap if successful

OpenAI Media Strategy and TBPN AcquisitionAI Narrative and Public Perception ManagementSpaceX IPO Valuation and Capital Markets Impact
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Marketplace

Marketplace · Apr 3, 2026

Gas vs. gas

Filed for IPO with Elon Musk requiring underwriting banks and service providers to purchase Grok AI subscriptions

March 2026 Jobs Report and Labor Market DynamicsWage Growth Slowdown and Purchasing Power ErosionConsumer Spending Bifurcation by Income Level
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Marketplace All-in-One

Marketplace All-in-One · Apr 3, 2026

Gas vs. gas

Filed for IPO; CEO Elon Musk requiring banks and service providers to buy X subscriptions as condition of working on deal

March 2026 Jobs Report and Labor Market DynamicsWage Growth Slowdown and Real Purchasing PowerConsumer Spending Bifurcation by Income Level
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All-In with Chamath, Jason, Sacks & Friedberg

All-In with Chamath, Jason, Sacks & Friedberg · Apr 3, 2026

SpaceX IPO, Iran War Fallout, Quantum Bitcoin Hack, The Space Opportunity

Filed confidentially for IPO at $1.75 trillion valuation targeting June launch, generating $15-20B revenue with 50-80% from Starlink

SpaceX IPO Valuation and Tesla Merger ThesisQuantum Computing Threat to Cryptocurrency SecurityIran Military Conflict Economic Impact on Fertilizer
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Armstrong & Getty On Demand

Armstrong & Getty On Demand · Apr 3, 2026

The Best Weekend Talk Show In America April Week One Hour Two

Falcon 9 rocket cited as critical U.S. competitive advantage in space race against China; coordinates with NASA on lunar missions

U.S.-China Space Race and Lunar South Pole CompetitionArtemis Mission and NASA's Return-to-Moon StrategyNuclear Reactor Deployment on the Moon
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Motley Fool Money

Motley Fool Money · Apr 3, 2026

A $2 Trillion IPO & the Space Economy

Filing for confidential IPO with potential $2 trillion valuation; leading commercial space launch and satellite provider

Oil Futures Markets and BackwardationStrait of Hormuz Geopolitical RiskSpaceX IPO Valuation and Structure
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Scrolling with Hayley

Scrolling with Hayley · Apr 3, 2026

I Love You to the Moon & Back - Scrolling w/ Hayley (Ep. 270)

Mentioned as private sector innovator in space exploration alongside Elon Musk's leadership

NASA Artemis II Moon Mission Timeline and ObjectivesMoon Landing Conspiracy Theories and Scientific DebunkingU.S.-China Space Race Competition and Geopolitical Dominance
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Marketplace Morning Report

Marketplace Morning Report · Apr 3, 2026

The March unemployment rate fell — but there's a catch

Discussed as potentially valued at $2 trillion with major revenue from space production and Starlink satellites

March unemployment rate declineJob creation and labor force participationWage growth moderation
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Marketplace All-in-One

Marketplace All-in-One · Apr 3, 2026

The March unemployment rate fell — but there's a catch

Mentioned as being valued at approximately $2 trillion with space production and Starlink satellite operations

March unemployment rate and job creationLabor force participation and immigration policyWage growth and inflation dynamics
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Planetary Radio: Space Exploration, Astronomy and Science

Planetary Radio: Space Exploration, Astronomy and Science · Apr 3, 2026

Space Policy Edition: Return to Launch — Cape Canaveral's unlikely history

Primary commercial operator at Cape Canaveral with Falcon 9/Heavy launches; expanding with Starship facilities at LC-39A and LC-37

Cape Canaveral Launch Complex History and GeographyGovernment Missile Testing Site Selection (1950s)Apollo Program Economic Impact on Florida Space Coast
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TBPN

TBPN · Apr 3, 2026

Open AI Acquires TBPN, Artemis II, The AI-Built $1.8B Company | Diet TBPN

Normalized rocket launches to such frequency that public engagement with space missions has declined significantly

OpenAI acquisition strategy and media partnershipsEditorial independence in corporate-owned mediaAI-enabled business efficiency and headcount reduction
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CNBC's "Fast Money"

CNBC's "Fast Money" · Apr 2, 2026

Stocks Wrap Up A Volatile Week… And Playing Defense Amid The Market Swings 4/2/26

Potential IPO candidate with $2 trillion valuation; described as generational company with unique assets competing with Google's diversified portfolio

Iran-US Geopolitical Conflict and Strait of Hormuz Closure RiskOil Price Surge and Energy Market BifurcationSoftware Sector Weakness and AI-Driven Knowledge Worker Displacement
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Felger & Massarotti

Felger & Massarotti · Apr 2, 2026

Felger has some Thoughts on the Trip to the Moon // Email of the Day // The Final Word - 4/2 (Hour 4)

Referenced as billionaire-funded space initiative (Musk) helping to fund and accelerate lunar and Mars exploration programs

Artemis II Moon Mission Launch and Risk AssessmentTrans-Lunar Injection (TLI) Burn and Free Return TrajectoryLunar Far Side Exploration and Tidal Locking Physics
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Duck Call Room

Duck Call Room · Apr 2, 2026

Astronaut Butch Wilmore Needs Brain Scans of Uncle Si After This

Dragon spacecraft used for ISS crew return after Boeing Starliner issues; mission swap enabled earlier return

Space Shuttle Operations and PilotingInternational Space Station Extended MissionsSpacecraft Thruster System Failures
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Motley Fool Money

Motley Fool Money · Apr 2, 2026

“Alexa, Let’s Go to Outer Space”

IPO speculation increasing; acquired Spectrum from EchoStar; operates 10,000+ active satellites with Starlink service

Space Industry Investment and IPOsSatellite Internet Deployment and CompetitionSpectrum Licensing and Regulatory Strategy
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Daily Tech News Show

Daily Tech News Show · Apr 2, 2026

Humans Head Back to the Moon - DTNS 5239

Operates Starlink satellite internet service; had discussions with GlobalStar but does not need acquisition

NASA Artemis Moon MissionCrewed Space ExplorationByteDance Sora Video Generation
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Mostly Sports With Mark Titus and Brandon Walker

Mostly Sports With Mark Titus and Brandon Walker · Apr 2, 2026

Previewing Final Four Weekend + Artemis II Goes To Space | Mostly Sports EP 621 | 4.2.26

Commercial space company leading rocket landing technology and Starlink satellite deployment

NCAA Final Four 2026 Indianapolis PreviewCollege Basketball Betting Lines and FavoritesLuca Doncic NBA Scoring Streak Analysis
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Armstrong & Getty On Demand

Armstrong & Getty On Demand · Apr 2, 2026

How Big Was This Toy Baby?!

Highlighted for Falcon 9 rocket technology providing US significant advantage in launch capability over China

US-China Space Race and Lunar DominanceNASA Artemis Mission and Moon Base ConstructionNuclear Reactors on the Moon
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Nashville's Morning News with Dan Mandis

Nashville's Morning News with Dan Mandis · Apr 2, 2026

Hour 3 of NMN, Trump Talks Uranium + To the Moon

Elon Musk's company selected to build self-growing AI city on moon within 10 years using Falcon 9 reusable rockets

Iran Nuclear Enrichment and Uranium ControlOperation Epic Fury Military CampaignIslamic Revolutionary Guard Strategic Threat
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