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The SpaceX S-1: The Good, The Bad, The Verdict

Published 1 week, 2 days ago
Description

Stop the presses (or the recording, I guess)! SpaceX has filed its S-1 in anticipation of an IPO. The team digs into the details of the IPO prospectus and looks for some of the things that stand out in this monumental, possibly $2 trillion, public offering.


Tyler Crowe, Matt Frankel, and Jon Quast discuss:
- Starlink’s profitability
- The space launch businesses (sort of) profitability
- The unbelievably large market estimates
- Is SpaceX actually just an AI company?
- Can investors benefit from this corporate structure?
- The leap of faith that is the valuation


Companies discussed: SPCX, AMZN, MSFT, META, VOYG,


Host: Tyler Crowe
Guests: Matt Frankel, Jon Quast
Engineer: Bart Shannon


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