Short answer: Jordan Metzner says SpaceX has monopolies, with the Falcon 9 flying about 250 times a year, and Starlink could make cell service much cheaper. Sam Nadler says he is bullish but not a buyer on day one.
Watch this answer from Episode 46 (starts at 19:41) · Episode 46 notes and transcript
From Episode 46: We Tested Claude 4 Fable and Deployed Enterprise Agents Without a Single Data Migration, starting at 19:41.
Sam Nadler [19:41]: We have a couple minutes left. SpaceX IPO ed a couple hours ago. I'm bullish on SpaceX. I think, it's it's it's, if anyone can drive the valuation to new heights, it'll be Elon, the data centers in space, xAI. Yeah. I forget the third prong.
Jordan Metzner [20:00]: But Space logistics.
Sam Nadler [20:02]: I'm not a buyer today. Space logistics. Oh, yeah. I forgot. Yeah. I'm not a buyer today though. Jordan is. I don't know if you are, Emanuele. But what do you guys
Emanuele Melis [20:11]: No. I haven't. It's it's going to be interesting. I'll I'll wait it out to see for a couple days and see what
Jordan Metzner [20:17]: Okay, guys. First off first of all, don't bet against Elon. Okay? So that's first mistake number one. Second, you guys have to understand that, SpaceX has a, complete monopoly in various businesses. So it's the SpaceX goes to space more often than all other countries' space programs combined, including The United States' because The US doesn't have a space program outside of SpaceX, as NASA shut down their space program. The Falcon nine rocket goes to space something like 250 times a year. It's like the number one mechanism to get satellites into space. It's the thing that funds almost every other space startup that has satellites. So everything from like Hubble Networks to Varda Space and even Starlink itself. Starlink network has a mirrored network for the US government as its own private, controllable network. If you've seen how powerful Starlink is, which I know you have Sam, because you have a satellite Starlink Mini with you, which gives you internet anywhere in the world. And you're gonna see those little satellite dishes get smaller and smaller, and they're gonna move into your Mac, they're gonna move into your phone, they're gonna move into your car, they're gonna move on to your bicycle. Right? And they're gonna offer cell network service anywhere you are in the world.
Jordan Metzner [21:25]: So instead of paying your expensive fees being international, you'll be able to connect to Starlink and your fees will go down significantly because all they'll need is some local ground area satellites to connect up through. So you're gonna see probably a cell phone service come in really really cheap, which yesterday, I don't know if you saw the news from Cash App, they announced a $40 a month plan. So I mean, if that becomes the new norm, $40 times what I'm paying for AT and T, think SpaceX could, make some real damage in the space. And then obviously we haven't talked about their business in regards to going to the moon and going to space and everything else. And of course, Cursor, the acquisition there, the models there, they're oh, anyway, talk about the AWS, the Elons of the world and how they took the data center and rented it out to Google and to Anthropic and to Cursor. So I mean, guys, this is multi pronged approach. It seems obvious they're gonna acquire Tesla into this thing. I mean, there's just it has so much ambiguity. How could you not be excited about it? But anyway, alright.
Jordan Metzner [22:17]: I'll be a dreamer. I'll be over here. And I think I told you guys this, but I think I was telling you guys this. But, yeah, space Tesla from when it IPO till today from a dollar 11 base cost, this is like after the price cuts with this price splits whatever, to $3.86 today. So basically about 380 x since IPO on Tesla. I mean, guys, 1 point something x trillion dollars, $1,700,000,000,000. You don't see how Tesla becomes a 100 as test SpaceX becomes a $100,000,000,000,000 company? I see it. Alright, guys.
Sam Nadler [22:51]: Alright. I love it. I we're excited. Trust me. I'm excited.
