Don’t shoot the messenger: Episode 8

In this episode of Don't Shoot the Messenger, John and Ryan dive into the massive market implications of the recent SpaceX IPO, which boasts a staggering $1.75 trillion valuation. They provide a critical look at the underlying business model, arguing that it is fundamentally driven by enterprise AI rather than traditional space technology. Furthermore, the co-founders discuss the future of AI infrastructure as they explore the anticipated IPOs for major players like OpenAI and Anthropic.