Aerospace company with significant concentration in large endowment portfolios ahead of an anticipated IPO.
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“When SpaceX absorbed xAI earlier this year, we noted that Tesla was a likely next step.”
“Gracias' firm also financed SpaceX's AI hardware purchases through leaseback arrangements.”
“The inevitable merger of SpaceX and Tesla took an orbital leap forward yesterday, with Elon Musk calling it 'a good idea' and both companies forming special committees to discuss a deal.”
“The boards of SpaceX and Tesla have each formed special committees to review a possible merger.”
“SpaceX and Tesla have formed special committees to discuss a potential merger — and Elon Musk thinks 'it's a good idea.'”
“The boards of SpaceX and Tesla have each formed special committees to review a possible merger.”
“Tesla has seven independent board members... including board chair Robyn Denholm; Ira Ehrenpreis, who is also a committee chair... SpaceX lists six independent directors, including Ehrenpreis, who is also the chair of the company's compensation and nominating committee.”
“plans to give one of his SpaceX shares to every child in the U.S. in 2027, a giveaway worth roughly $10.5 billion at Friday's closing price”
Source→“move to the cheapest apartment he could find, buy a computer, and start building the next thing within 24 hours.”
Source→“Ben broke down the implications of both the latest deal, as well as recent deals that mobile carriers (and airlines) have done to avoid reliance on SpaceX.”
Source→“One of the people responsible for helping Harvard keep its financial equilibrium might be Trump pal Elon Musk.”
“A much bigger Tesla-SpaceX tie-up — the long-speculated merger of Elon Musk's two companies — could come as soon as this fall, say analysts at the Barclays investment bank.”
Source→“The world's largest endowment generated a 27.1% return, easily besting the S&P 500 and rising to nearly $68 billion. Venture capital played a key role.”
“Tesla unveiled its Roadster last night, featuring SpaceX-designed thrusters that literally lifted the car off the ground.”
Source→“Elon Musk and SpaceX have continued their spectrum buying spree... what once looked like a play to become the de-facto provider of emergency satellite coverage among mobile providers now looks like a company that's coming for primary cellular coverage.”
Source→“Elon Musk quietly poured more than $276 million into Republican groups and his America PAC since July, making him by far the largest known midterm donor.”
Source→“We trained the final model on, you know, the SpaceX cluster that we received in, in July.”
Source→“SpaceX has agreed to acquire nationwide low-band spectrum that it says will help turn Starlink into a major U.S. mobile carrier, sending shares of AT&T, T-Mobile, and Verizon down more than 5% in after-hours trading.”
Source→“Its bonds maturing in 2056 are trading at about 85 cents on the dollar, with a yield at about 2.27 percentage points above U.S. Treasuries”
“SpaceX is seeking $40 billion in debt financing to buy Nvidia chips, with Apollo leading the process.”
“SpaceX, Cursor, Stripe, Coinbase: referenced as large-scale outcomes and examples.”
Source→“You saw the SpaceX S1, it's like, oh, $30 trillion. It's like, what is the world GDP? 100 trillion?”
Source→“A nearly $1 trillion gap between spending from the hyperscalers — Alphabet, Amazon, Meta, Microsoft, Oracle and SpaceX — and the revenue they have taken in from AI since 2024.”
“a lot of the great founders that we've backed have come out of Tesla or SpaceX because they just learned that... executing on the factory ends up being a massive competitive advantage as they scale.”
Source→“There's a nearly $1 trillion gap between spending from the hyperscalers — Alphabet, Amazon, Meta, Microsoft, Oracle and SpaceX — and the revenue they've taken in from AI since 2024.”
“SpaceX, which is both an Anthropic rival and vendor, is up for the month. So are Nvidia, Meta, Alphabet, Microsoft, etc. Not huge gains, but even treading water is notable in a tsunami.”
“SpaceX's next-generation Starship rocket came back to Earth earlier than planned yesterday, with an explosion visible on the company's livestream.”
Source→“if you study kind of the Teslas and SpaceX's of the world”
Source→“deploying 26 next-generation Starlink satellites before controllers cut the planned 10-hour mission short”
Source→“Google is preparing, along with its partner Planet, to send some of its chips to space as part of the SpaceX 'Transporter-18 rideshare mission.'”
“to make the science fiction in science fiction novels no longer fiction”
Source→“SpaceX accounts for ~66% of all active satellites orbiting Earth.”
Source→“We just named two IPOs, both Cerebras that we did and SpaceX, both in physical industries that are doing extremely well.”
Source→“US venture-backed tech has raised close to $90 billion in public money this year, 83% of it SpaceX.”
Source→AI-extracted from podcast / newsletter / paper summaries. May contain errors.