Uploaded December 2025 | Updated September 2026, 8 hours ago

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Interviewing Larry Goldberg (aka Tesla Larry) about SpaceX's upcoming IPO. We discuss the company's proposed $1.5T valuation and if thats over or under valued. SpaceX is currently operating it's launch and Starlink businesses at a ~$25B revenue run-rate, Larry believes the new V3 Starlink satellites could expand this significantly. Datacenters in space are coming, but may not add to the bottom line for another 4 or 5 years. And everything hinges on the success of Starship to enable these new businesses.

0:00 SpaceX IPO at $1.5T Valuation
2:49 Starship Enables New Businesses
4:08 Starlink’s Military Potential & Strategic Value
5:54 New Satellites From Starlink Are Gamechangers
7:25 AI Datacenters In Space
11:48 Elon Musk’s Focus on Tesla’s AI Chips
13:09 When Does SpaceX Profit From Datacenters in Space
14:17 Will Datacenters In Space Work?
16:33 Everything Relies On Starship’s Success
18:48 SpaceX IPO: Under or Overpriced?

Tesla Larry on X: https://x.com/TeslaLarry

My X: twitter.com/gfilche
HyperChange Patreon :) patreon.com/hyperchange

Disclaimer: Tesla Larry and I are long Tesla and SpaceX stock, this show is not financial advice.