WATCH SPACEX

“Anthropic has now officially overtaken OpenAI on a run-rate basis.”

“SpaceX filing for IPO at two trillion is a market-defining moment.”

“Seeing Doug Leone return to the helm of Sequoia is truly fascinating.”

“The removal of Delve from Y Combinator is a very rare occurrence.”

“Supabase is now targeting a ten billion dollar valuation in this round.”

“SpaceX filed, confidentially, to go public on April 1st, targeting a $1.75 trillion with a T valuation. When SpaceX goes public, if it's at that $1.75 trillion valuation, so weird to say trillion dollar valuation for an IPM, they would be the eighth largest company in the world, right behind TSMC and Saudi Aramco. They're aiming to raise Chamath $75 billion, which would be by far the biggest raise ever in an IPO.”

“But the most important positive thing that will happen from the IPO is a validated external mark-to-market valuation of SpaceX. And the market every day in real time gives you a valid mark-to-market assessment of the value of Tesla. And this allows you to put these two things together to minimize these losses. And I think that that's what Elon really needs. It'll make his life tremendously simpler from a governance perspective.”

“Getting to the moon, I think, is going to be very important, not just because there's this important social milestone and race happening on right now with China, but I think the moon could end up being kind of the next industrial frontier for humanity. And the reason is, if you can get to the moon, the moon has an extraordinary abundance of material that we can mine, process and manufacture into goods.”

“And the autonomous competency is what led to the robotics revolution. And the robotics revolution, even if the socialists ban robotics on earth and tell us no robots allowed, they're taking all the jobs, you could ship all those robots to the moon and they could get to work and create an entirely new manufacturing frontier for our civilization, for humanity. That frontier can manufacture precious metals and other goods and ship them back.”

“SpaceX has also created, and this is going to be a big part of the valuation analysis that many are doing, they've created a backup to the Internet. The Internet is fundamentally limited by all of the nodes on the network and the connectivity amongst all those nodes, and that connectivity is largely driven by copper and fiber optic cable. So in space, with the number of satellites going up with Starlink, and to actually deploy data centers that can output data on those nodes.”

“SpaceX filed, confidentially, to go public on April 1st, targeting a $1.75 trillion with a T valuation. When SpaceX goes public, if it's at that $1.75 trillion valuation, so weird to say trillion dollar valuation for an IPM, they would be the eighth largest company in the world, right behind TSMC and Saudi Aramco. They're aiming to raise Chamath $75 billion, which would be by far the biggest raise ever in an IPO.”

“But the most important positive thing that will happen from the IPO is a validated external mark-to-market valuation of SpaceX. And the market every day in real time gives you a valid mark-to-market assessment of the value of Tesla. And this allows you to put these two things together to minimize these losses. And I think that that's what Elon really needs. It'll make his life tremendously simpler from a governance perspective.”

“Getting to the moon, I think, is going to be very important, not just because there's this important social milestone and race happening on right now with China, but I think the moon could end up being kind of the next industrial frontier for humanity. And the reason is, if you can get to the moon, the moon has an extraordinary abundance of material that we can mine, process and manufacture into goods.”

“And the autonomous competency is what led to the robotics revolution. And the robotics revolution, even if the socialists ban robotics on earth and tell us no robots allowed, they're taking all the jobs, you could ship all those robots to the moon and they could get to work and create an entirely new manufacturing frontier for our civilization, for humanity. That frontier can manufacture precious metals and other goods and ship them back.”

“SpaceX has also created, and this is going to be a big part of the valuation analysis that many are doing, they've created a backup to the Internet. The Internet is fundamentally limited by all of the nodes on the network and the connectivity amongst all those nodes, and that connectivity is largely driven by copper and fiber optic cable. So in space, with the number of satellites going up with Starlink, and to actually deploy data centers that can output data on those nodes.”

“SpaceX filed, confidentially, to go public on April 1st, targeting a $1.75 trillion with a T valuation. When SpaceX goes public, if it's at that $1.75 trillion valuation, so weird to say trillion dollar valuation for an IPM, they would be the eighth largest company in the world, right behind TSMC and Saudi Aramco. They're aiming to raise Chamath $75 billion, which would be by far the biggest raise ever in an IPO.”

“But the most important positive thing that will happen from the IPO is a validated external mark-to-market valuation of SpaceX. And the market every day in real time gives you a valid mark-to-market assessment of the value of Tesla. And this allows you to put these two things together to minimize these losses. And I think that that's what Elon really needs. It'll make his life tremendously simpler from a governance perspective.”

“Getting to the moon, I think, is going to be very important, not just because there's this important social milestone and race happening on right now with China, but I think the moon could end up being kind of the next industrial frontier for humanity. And the reason is, if you can get to the moon, the moon has an extraordinary abundance of material that we can mine, process and manufacture into goods.”

“And the autonomous competency is what led to the robotics revolution. And the robotics revolution, even if the socialists ban robotics on earth and tell us no robots allowed, they're taking all the jobs, you could ship all those robots to the moon and they could get to work and create an entirely new manufacturing frontier for our civilization, for humanity. That frontier can manufacture precious metals and other goods and ship them back.”

“SpaceX has also created, and this is going to be a big part of the valuation analysis that many are doing, they've created a backup to the Internet. The Internet is fundamentally limited by all of the nodes on the network and the connectivity amongst all those nodes, and that connectivity is largely driven by copper and fiber optic cable. So in space, with the number of satellites going up with Starlink, and to actually deploy data centers that can output data on those nodes.”