Uploaded June 2026 | Updated September 2026, 2 hours ago
My conversation with the legend Steven Mark Ryan, from Solving the Money Problem. We discuss his strategy to buy SpaceX stock and why he thinks the compute business alone will justify the current valuation. Not too mention Starlink or anything else that Elon Musk comes up with. This was a fascinating discussion about SpaceX/xAI's future and made me EVEN MORE bullish on SPCX stock ... Huge shoutout to SMR for coming on the show! Let me know if you'd like to see a part 2 :)
YouTube Solving the Money Problem: youtube.com/@UCagiBBx1prefrlsDzDxuA9A
SMR on X: https://x.com/stevenmarkryan
1:22 Do you own $SPCX??
4:13 How do you justify a $2T Valuation for Spacex? AI Datacenters
9:23 Starlink’s Insane Potential
15:23 Cursor Acquisition & Grok Build
22:37 Competition from Anthropic & OpenAI
25:22 SpaceX Is AI Compute Maxxing On Earth
27:49 Agents Will Change How We Build Code
29:48 Orbital Compute & Starship
46:54 Bidding War for SpaceX Compute
51:21 Grok can help SpaceX with AI
53:36 SpaceX Bearcase
55:42 Fall of the Mainstream media
1:04:57 Terafab not getting enough coverage
1:09:14 Asteroid Mining, Raw Materials from the Moon
1:10:04 The Tesla + SpaceX Merger
My X: twitter.com/gfilche
HyperChange Patreon :) patreon.com/hyperchange
Disclaimer: Steven Mark Ryan and I are long SPCX and TSLA. Nothing in this podcast is financial advice.
My conversation with the legend Steven Mark Ryan, from Solving the Money Problem. We discuss his strategy to buy SpaceX stock and why he thinks the compute business alone will justify the current valuation. Not too mention Starlink or anything else that Elon Musk comes up with. This was a fascinating discussion about SpaceX/xAI's future and made me EVEN MORE bullish on SPCX stock ... Huge shoutout to SMR for coming on the show! Let me know if you'd like to see a part 2 :)
YouTube Solving the Money Problem: youtube.com/@UCagiBBx1prefrlsDzDxuA9A
SMR on X: https://x.com/stevenmarkryan
1:22 Do you own $SPCX??
4:13 How do you justify a $2T Valuation for Spacex? AI Datacenters
9:23 Starlink’s Insane Potential
15:23 Cursor Acquisition & Grok Build
22:37 Competition from Anthropic & OpenAI
25:22 SpaceX Is AI Compute Maxxing On Earth
27:49 Agents Will Change How We Build Code
29:48 Orbital Compute & Starship
46:54 Bidding War for SpaceX Compute
51:21 Grok can help SpaceX with AI
53:36 SpaceX Bearcase
55:42 Fall of the Mainstream media
1:04:57 Terafab not getting enough coverage
1:09:14 Asteroid Mining, Raw Materials from the Moon
1:10:04 The Tesla + SpaceX Merger
My X: twitter.com/gfilche
HyperChange Patreon :) patreon.com/hyperchange
Disclaimer: Steven Mark Ryan and I are long SPCX and TSLA. Nothing in this podcast is financial advice.
![First Tesla Robotaxi Ride 🤠⚡ [RAW FOOTAGE]](https://i.ytimg.com/vi/ayx2g934NO0/mqdefault.jpg "First Tesla Robotaxi Ride 🤠⚡ [RAW FOOTAGE]
After getting access to Teslas new Robotaxi app last night, I immediately bought plane tickets and flew to Texas. This moment has been almost a decade in the making for Tesla who first announced Autopilot features in 2015. Of course I had to film my full first ride and upload the footage for yall! Austin legend/my friend Anuarbek stopped by for the first ride which made it even more epic (President of Austin Tesla Owners Club and Teslageeks Podcast). Im going to be in Austin all week riding and making videos. Let me know what you want to see and think! This was recorded 30 minutes after I touched down around 6PM on June 23rd, 2025.
The Robotaxi business could be a gamechanger for Tesla stock if it scales quickly. This is going to be something to follow closely. Im honored to be one of the early beta testers, huge shoutout to Tesla!!
Anuarbek on X: https://x.com/anuarbekiman
My X: https://twitter.com/gfilche
HyperChange Patreon :) https://www.patreon.com/hyperchange
Disclaimer: Im long Tesla stock and nothing in this show is financial advice.")
