Uploaded June 2026 | Updated September 2026, 2 weeks ago
The biggest mistake investors are making about SpaceX may be assuming the opportunity is still years away.
Aaron Burnett: @aaronburnett
website: 33fg.com
Larry Goldberg is a serial entrepreneur and has been an active Venture Capital investor for the last decade. Check out lumasenti.com
Follow Larry on X: @TeslaLarry
00:00 Conviction Over Hype
01:03 Why SpaceX IPO Matters
06:26 Revenue Mix Starlink vs AI
10:35 Starlink Growth Elbow
14:16 Capital Allocation and Taxes
26:02 AI Compute vs Apps Layer
32:02 Megawatts Per Starship
36:57 Terafab Chip Economics
42:26 Where AI Profits Flow
46:16 Terrestrial Vs Orbital
49:20 Tesla Parallel Conviction
51:59 Valuation And IPO Talk
I’m conducting research on how private wealth decision-makers are dealing with AI dramatically changing long-term capital, business and family wealth decisions.
If you're responsible for significant personal, family, or business capital (business owners, family-office principals, and people stewarding significant family or personal wealth), pls contact me here:
https://forms.gle/xSE2bg8dUCYQAgHZ7
Become a Patreon: patreon.com/brighterwithherbert
Become a YouTube Channel Member: youtube.com/channel/UC4DBLlq1x0AKmip1QJUcbXg/join
Your support means alot! ❤️
My website: HerbertOng.com
15+ modules of resources for the $TSLA Investor + free TESLA Milestone Tables
Let's get brighter!
Website: herbertong.com
X: @herbertong
Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is invested in multiple Humanoid companies and is long TSLA and other stocks at time of original video publish date.
#Tesla #ElonMusk #TeslaNews #investing #teslabot #technology #AI #TeslaFSD #teslastockanalysis #TeslaUpdate #ElonMuskNews #EV #FSD #TSLA #robotaxi #autonomousdriving #TeslaStock
Merch:
$TSLA Black Hat: tinyurl.com/yc5fe3fz
$TSLA White Hat: tinyurl.com/bdd9v96m
The biggest mistake investors are making about SpaceX may be assuming the opportunity is still years away.
Aaron Burnett: @aaronburnett
website: 33fg.com
Larry Goldberg is a serial entrepreneur and has been an active Venture Capital investor for the last decade. Check out lumasenti.com
Follow Larry on X: @TeslaLarry
00:00 Conviction Over Hype
01:03 Why SpaceX IPO Matters
06:26 Revenue Mix Starlink vs AI
10:35 Starlink Growth Elbow
14:16 Capital Allocation and Taxes
26:02 AI Compute vs Apps Layer
32:02 Megawatts Per Starship
36:57 Terafab Chip Economics
42:26 Where AI Profits Flow
46:16 Terrestrial Vs Orbital
49:20 Tesla Parallel Conviction
51:59 Valuation And IPO Talk
I’m conducting research on how private wealth decision-makers are dealing with AI dramatically changing long-term capital, business and family wealth decisions.
If you're responsible for significant personal, family, or business capital (business owners, family-office principals, and people stewarding significant family or personal wealth), pls contact me here:
https://forms.gle/xSE2bg8dUCYQAgHZ7
Become a Patreon: patreon.com/brighterwithherbert
Become a YouTube Channel Member: youtube.com/channel/UC4DBLlq1x0AKmip1QJUcbXg/join
Your support means alot! ❤️
My website: HerbertOng.com
15+ modules of resources for the $TSLA Investor + free TESLA Milestone Tables
Let's get brighter!
Website: herbertong.com
X: @herbertong
Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is invested in multiple Humanoid companies and is long TSLA and other stocks at time of original video publish date.
#Tesla #ElonMusk #TeslaNews #investing #teslabot #technology #AI #TeslaFSD #teslastockanalysis #TeslaUpdate #ElonMuskNews #EV #FSD #TSLA #robotaxi #autonomousdriving #TeslaStock
Merch:
$TSLA Black Hat: tinyurl.com/yc5fe3fz
$TSLA White Hat: tinyurl.com/bdd9v96m
