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SpaceX - $SPCX

Humanity's future in space turns on its first birth or first combat death — Voyager CEO
11 takeaways: Why SpaceX's capital efficiency split the space industry, why orbital data centers are a real business, and why the moon is no backup plan…
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"It's actually getting the fuel": General Matter CEO on nuclear power's real bottleneck
10 takeaways: Why a 2028 ban on Russian uranium leaves US reactors short, how 1970s interest rates stalled nuclear, and why General Matter chose…
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$500/kg is the launch cost where orbital data centers beat Earth's, Starcloud CEO finds
9 takeaways: A satellite built for $2.5M against a $75M-$100M quote, why chip failures worry Starcloud more than cooling, an 88,000-satellite plan, and…
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Tema strategist on the S&P 500: "the effective number of stocks... is really only 50"
7 calls: why half the index is already in a drawdown, what $450B of hyperscaler borrowing means for AI, why 40% of small caps lose money, and how Tema…
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The AI backlash may really be about inequality, says Robinhood's CEO
7 takeaways: how Robinhood Agents trade in a walled-off account, the case against AI labs hoarding their best models, and why tokenized stocks are "not…
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$700 million clears the bar for a top-500 VC exit, Founder Collective partner finds
8 numbers: Why small checks beat big ones, the real split between picking, portfolio construction and knowing when to sell, and why funds past $1…
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First test of beaming power from orbit to Earth is weeks away, says Cowboy Space CEO
4 takeaways: how lasers carry power from orbit to the ground, why the rocket becomes the satellite, and why old chips keep working in space
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Kleiner Perkins partner: late-stage deals took over 80% of $400B in venture through June
10 takeaways: why AI agents like Instinct are the first consumer moment beyond ChatGPT, the trillion-dollar markets open to physical AI, and why…
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Bond buyers now care about deficits and could take US rates to 6%, says OnePoint BFG CIO
10 calls: why triple-C spreads above 1,000bps show the damage has started, where $500B of hyperscaler debt will come from, and why oil inventories need…
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Even great stocks get capped at 10% of a fund, say Davis Funds and EquityCompass managers
16 lessons: how Naspers turned $32M of Tencent into $235B, why the index now works like a momentum fund, and whether AI's value goes to the builders or…
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Discretionary macro is back as quant tools impress nobody, says RCM Alternatives partner
9 insights: how the Lakers buyers can deduct about $800M a year, how a Utah resort sold back to its developer for $30M, and why AI job losses are…
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"I think private markets need to earn their keep": HarbourVest strategist on PE returns
12 arguments: why AI's builders may not be its earners, an IPO window open but selective, the $50B Stripe-PayPal financing, and the $100T question of…
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