SpaceX IPO: Don’t Buy Until You See This.

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SpaceX going public in 2026 changes everything for space investing, but you need to understand the valuation story before you jump in.

Larry Goldberg joins me to break down why SpaceX's IPO could be one of the largest in history. We dig into the company's journey from a $100 million valuation in 2010 to potentially $500-800 billion today. The key shift everyone's missing? Space is becoming the unlock for AI infrastructure. Solar-powered satellites in orbit solve the massive energy bottleneck hitting data centers on Earth, and Starship is the only vehicle that can make this economically viable at scale.

Larry's an investor in SpaceX and XAI, so he walks through his decision-making process on private company investments and why the launch business economics are about to get completely disrupted. When Starship goes fully operational later this year, the cost per ton to orbit collapses to a fraction of what it is today. We're talking airplane-like turnaround times, full reusability, and 10-20x the capacity of Falcon 9.

The twist? SpaceX still launches competitors' satellites even though they dominate 90% of US launches. That tells you everything about how they've built their franchise.

Chapters:
0:00 SpaceX IPO confirmed for 2026
3:15 Why solar-powered AI satellites solve the energy crisis
8:40 Larry's investment thesis on SpaceX and XAI
15:20 SpaceX valuation history: $100M to $500B
22:45 The launch business economics breakdown
28:30 Why most space startups fail
35:10 Starship vs Falcon 9 vs Blue Origin
42:15 Cost to orbit collapse coming in 2025
48:50 Why SpaceX launches competitor satellites
55:20 Space as the unlock for AI infrastructure

#SpaceX #ElonMusk #SpaceXIPO #Starship #AI #SpaceTech #LarrGoldberg #Starlink #BlueOrigin #SpaceInvesting

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I worked at Tesla starting from 2017 thru 2021. I spent most of my time in the distribution and supply chain organizations in leadership positions.

Before Tesla, I was a Director of Business Intelligence and Pricing at the largest Pet Food & Supply distributor in the US, Phillips Pet Food & Supplies. My wife and I also owned a small business in Bethlehem, PA between 2016 and 2019.

I have been a shareholder of Tesla since 2012 and currently own Tesla stock. Nothing I say constitutes as investment or financial advice.

My thoughts are my own and are not representative of everyone who currently works, or has worked at Tesla, Phillips, or any other company or organization I discuss on this channel.

If you like this content I would greatly appreciate your likes and shares!

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Видео SpaceX IPO: Don’t Buy Until You See This. канала Farzad