Uploaded January 2026 | Updated September 2026, 7 hours ago
Deep dive analysis on SpaceX's business heading into the company's IPO this year. I'm joined by Aaron and Vlad for Mach33 research who collaborated with Cathy Wood and ARK Invest on an excellent valuation model for SpaceX. We analyze how much progress has been made on Starship and Starlink's under appreciated potential to drive hundreds of billions of dollars in revenue. Then we discuss the new datacenters in space opportunity and the timing on when this will happen and how it could eventually lead to a $100T+ SpaceX valuation.
0:00 The Team Behind ARK’s SpaceX Valuation Model
1:22 10,000 Starships per year!?
7:10 How Close Is Starship To Launching Commercial Payloads
12:57 Starlink’s Insane Potential
21:55 Spectrum Acquisition & Direct To Cell Starlink
24:04 Timeline of SpaceX Launching Compute In Space
39:26 Will Someone Buy Starcloud? OpenAI Buying Stoke Space?
45:40 SpaceX: The First Interplanetary IPO
Aaron Burnett on X: https://x.com/aaronburnett
Vlad Saigau on X: https://x.com/VladSaigau
My X: twitter.com/gfilche
HyperChange Patreon :) patreon.com/hyperchange
Disclaimer: Everyone in this podcast is invested in SpaceX. This is not financial advice and we are not financial advisors.
Deep dive analysis on SpaceX's business heading into the company's IPO this year. I'm joined by Aaron and Vlad for Mach33 research who collaborated with Cathy Wood and ARK Invest on an excellent valuation model for SpaceX. We analyze how much progress has been made on Starship and Starlink's under appreciated potential to drive hundreds of billions of dollars in revenue. Then we discuss the new datacenters in space opportunity and the timing on when this will happen and how it could eventually lead to a $100T+ SpaceX valuation.
0:00 The Team Behind ARK’s SpaceX Valuation Model
1:22 10,000 Starships per year!?
7:10 How Close Is Starship To Launching Commercial Payloads
12:57 Starlink’s Insane Potential
21:55 Spectrum Acquisition & Direct To Cell Starlink
24:04 Timeline of SpaceX Launching Compute In Space
39:26 Will Someone Buy Starcloud? OpenAI Buying Stoke Space?
45:40 SpaceX: The First Interplanetary IPO
Aaron Burnett on X: https://x.com/aaronburnett
Vlad Saigau on X: https://x.com/VladSaigau
My X: twitter.com/gfilche
HyperChange Patreon :) patreon.com/hyperchange
Disclaimer: Everyone in this podcast is invested in SpaceX. This is not financial advice and we are not financial advisors.
