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.delian on investors getting comfortable backing Varda as both a biotech + space business—two historically difficult sectors. "My counter to that is two of the most recent trillion-dollar companies have been SpaceX and Eli Lilly." Mo Islam

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Jack Kuhr

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SpaceX goes public in 3 days. At $1.8 trillion and 100 times sales it's the most expensive IPO in history. But remember Elon is the only man alive who’s built two trillion-dollar companies — 3 counting OpenAI. And SpaceX will be at the center of every frontier technology.
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SpaceX goes public in 3 days. At $1.8 trillion and 100 times sales it's the most expensive IPO in history. But remember Elon is the only man alive who’s built two trillion-dollar companies — 3 counting OpenAI. And SpaceX will be at the center of every frontier technology.

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What's gonna happen to space stocks when SpaceX IPOs? "It's going to start to separate the real space companies from the ones that have just kind of labeled themselves as space companies [...] And I think what's going to happen is the good companies are going to get dragged up by SpaceX. And I think the less quality names are going to get basically put into obscurity. And so you're going to have a world of haves and have nots, I think, which is going to make investors' lives more challenging. They have to do more work. And I think they're going have to be much more discriminating because what I've seen is a complete or almost complete lack of any discrimination amongst investors across the names that have currently been in space." — Adam Spice, CFO of $RKLB
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What's gonna happen to space stocks when SpaceX IPOs? "It's going to start to separate the real space companies from the ones that have just kind of labeled themselves as space companies [...] And I think what's going to happen is the good companies are going to get dragged up by SpaceX. And I think the less quality names are going to get basically put into obscurity. And so you're going to have a world of haves and have nots, I think, which is going to make investors' lives more challenging. They have to do more work. And I think they're going have to be much more discriminating because what I've seen is a complete or almost complete lack of any discrimination amongst investors across the names that have currently been in space." — Adam Spice, CFO of $RKLB

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ELON: THE IDEA THAT SPACEX IS SUBSIDIZED IS A COMPLETE MISUNDERSTANDING Tucker Carlson: “You've got to be one of the biggest government contractors?” Elon: We do essential work for the government. We do useful essential work that we compete for and win contracts on because our product is much better and costs less. That's why we get government contracts. If you take, for example, the NASA contract to transport astronauts to and from the Space Station, NASA awarded two contracts at the start, one to Boeing and one to SpaceX. Boeing was awarded twice as much as SpaceX. SpaceX has done all the astronaut transport from the space station, and Boeing has only done one transport of two astronauts to the space station, and we have to bring them back. Boeing got twice as much as SpaceX! There's this total misunderstanding that my companies have been subsidized and supported by the government.” Source: Interview with Tucker Carlson, October 2024
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ELON: THE IDEA THAT SPACEX IS SUBSIDIZED IS A COMPLETE MISUNDERSTANDING Tucker Carlson: “You've got to be one of the biggest government contractors?” Elon: We do essential work for the government. We do useful essential work that we compete for and win contracts on because our product is much better and costs less. That's why we get government contracts. If you take, for example, the NASA contract to transport astronauts to and from the Space Station, NASA awarded two contracts at the start, one to Boeing and one to SpaceX. Boeing was awarded twice as much as SpaceX. SpaceX has done all the astronaut transport from the space station, and Boeing has only done one transport of two astronauts to the space station, and we have to bring them back. Boeing got twice as much as SpaceX! There's this total misunderstanding that my companies have been subsidized and supported by the government.” Source: Interview with Tucker Carlson, October 2024

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.President Donald J. Trump: "Today, Eli Lilly and Novo Nordisk are joining the phenomenal list of the most exciting announcements... these are two companies behind the groundbreaking weight loss drugs that have helped millions of Americans struggling with obesity."

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Elon Musk has been CEO of Tesla for 18 years and SpaceX for 24 years. Most founder-CEOs of major tech companies last 7-12 years before getting replaced, retiring or being pushed out. He's run two of the most operationally demanding companies on Earth simultaneously, for over two decades, while founding more along the way. There's no comparable track record in modern business.
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Elon Musk has been CEO of Tesla for 18 years and SpaceX for 24 years. Most founder-CEOs of major tech companies last 7-12 years before getting replaced, retiring or being pushed out. He's run two of the most operationally demanding companies on Earth simultaneously, for over two decades, while founding more along the way. There's no comparable track record in modern business.

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$RKLB "What the US needs is two SpaceX, it needs two launch companies that are competing vigorously against each other to try to give us the most capabilities as a country" -Dave Limp, Blue Origin CEO

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SpaceX at $2 trillion is either the most obvious buy or the most expensive lesson in IPO history They cut the cost of reaching orbit by 95% compared to the Space Shuttle era. They own two thirds of all low Earth orbit satellites. No dorm room startup will ever compete with that But incredible companies and great investments are not the same thing at any price Amazon built distribution centers and 747s and that moat made it worth trillions. SpaceX is building the same kind of irreplaceable infrastructure in space The difference is Amazon spent a decade losing money before it earned its valuation. SpaceX wants you to price in the decade it hasn't had yet Scott Galloway said it best: "digital companies scale fast but analog companies have moats that are nearly impossible to cross" That is not a startup. That is infrastructure The question is not whether SpaceX is great. It is whether you are the right buyer at this price
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.Starcloud CEO Philip Johnston: "Buy SpaceX stock." "It's like owning the railroads." " The SpaceX IPO is going to be viewed historically as the most undervalued IPO of all time." "They will tear through $10 trillion certainly within the next couple of years, and then have almost unlimited TAM for what they're building." "I'm not like regulated by anybody. So I'm going to tell people, 'Just buy SpaceX stock.' I think it's a great stock to buy." "They own what will be by far the most cost-effective launch vehicle, and that opens up every industry in space that will be possible beyond that: asteroid mining, lunar resource mining, all of the comms businesses that are going to be built. Everything else is going to have to go through SpaceX." "It's like owning the railroads. Lots of businesses will be built on top of it, like our business will be built on top of it." "The railroads are a great business to own." Elon Musk

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"Mr. IPO" on SpaceX IPO: "There have only been about 18 companies that have gone public at a price-to-sales ratio above 40. SpaceX will go public at 80×. on average, the stock has been a disappointment." SpaceX is eyeing a $1.5 trillion valuation — the largest private-sector company ever to go public Last year it did $18.7B in revenue — bigger than almost any private company at IPO But the price-to-sales ratio will be ~80×. only 18 companies in US history have cleared 40× Of those 18, most disappointed investors after listing The competitive moat is real. Starship makes it nearly impossible to replicate their launch cost advantage The question is not whether it's a great company. it is The question is whether $1.5 trillion leaves anything on the table for you

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