Particle Data Platform

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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https://x.com/chamath

https://x.com/Jason

https://x.com/DavidSacks

https://x.com/friedberg

Follow on X:

https://x.com/theallinpod

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

https://www.bloomberg.com/news/articles/2026-04-01/spacex-is-said-to-file-confidentially-for-ipo-ahead-of-ai-rivals

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://www.bloomberg.com/news/articles/2026-04-01/openai-demand-sinks-on-secondary-market-as-anthropic-runs-hot

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

https://www.instagram.com/reels/DWhj1SrjvTU

https://www.youtube.com/@ElishaLong

Clips

Transcript preview

First 90 seconds
  1. Jason 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.

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