Description
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: https://www.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: https://twitter.com/gfilche
HyperChange Patreon :) https://www.patreon.com/hyperchange
Disclaimer: Steven Mark Ryan and I are long SPCX and TSLA. Nothing in this podcast is financial advice.