SpaceX IPO, Iran War Fallout, Quantum Bitcoin Hack, The Space Opportunity
4/3/20261 hr 21 min
(0:00) Bestie intros!
(0:12) SpaceX IPO, the economic opportunity of space: a new industrial frontier
(21:00) 2026 IPO explosion, OpenAI down round?
(36:33) Iran War costs, fertilizer crisis, downstream impacts
(49:58) Trump's Iran messaging problems, Bondi out, why the US is in Iran
(1:04:18) Quantum Bitcoin hack possibilities, how crypto should react
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Referenced in the show:
https://companiesmarketcap.com
https://www.youtube.com/watch?v=Tf_UjBMIzNo
https://courts.delaware.gov/supreme/oralarguments/download.aspx?id=5549
https://polymarket.com/event/ipos-before-2027
https://x.com/DrewPavlou/status/2038967293343096896
https://polymarket.com/event/us-x-iran-ceasefire-by
https://polymarket.com/event/us-forces-enter-iran-by
https://tradingeconomics.com/commodity/urea
https://www.natesilver.net/p/trump-approval-ratings-nate-silver-bulletin
https://polymarket.com/event/march-inflation-us-annual-higher-brackets
Clips
Transcript preview
First 90 secondsJason Calacanis· Host0:00
All right, everybody, welcome back to the number one podcast in the world, the All-In podcast. David Sachs couldn't make it this week, but we have the trio. David Freiberg is here, your sultan of science, Chamath Palihapitiya. SpaceX filed confidentially to go public on April first, targeting a one point seven five trillion, with a T, valuation. When SpaceX goes public, if it's at that one point seven five, uh, trillion-dollar [chuckles] valuation, so weird to say trillion-dollar valuation for an IPO, uh, they would be the eighth largest company in the world right behind TSMC and Saudi Aramco. They're both worth one point seven X, uh, at the taping of this podcast. Tesla is number ten with a one point three seven trillion-dollar valuation. Hey, if you were to combine those two, as many people are speculating will happen at some point, and you can buy the stock ticker ELON, that would be a three point one trillion-dollar company, and that would make them the fourth largest company, ahead of Microsoft. They're aiming to raise, Chamath, seventy-five billion, which would be the, by far, the biggest raise ever in an IPO. Uh, expected to go out in June. I think they were trying to hit the four twenty date 'cause that would've been even more hilarious, but, uh, they're not gonna be able to do that. SpaceX, uh, recently acquired x.ai for two hundred fifty billion. That includes X and Twitter and the xAI large language model AI company, Starlink, generating between fifty and eighty percent of SpaceX's revenue.