#059: SpaceX 10-Year Bull Case with Carl Jensen

ByCraig Stephens Updated:

Craig talks to Carl Jensen, a long-time Tesla and SpaceX investor, about the 10-20-year bull case for SpaceX, including its future prospects, potential challenges, and why there’s so much hype and interest around the SpaceX IPO.

Our conversation includes launch capabilities, reusability, Starship, Starlink, xAI, Colossus, Terafab, data centers in space, X (Twitter), and much more.

Find Carl at 1500Days.com.

SpaceX IPO: The 10-Year Bull Case (Investor Breaks it Down)
  • 0:00 Intro
  • 1:51 Welcome Carl
  • 3:38 How Did You Invest in SpaceX?
  • 6:42 SpaceX IPO Update
  • 7:25 Is the SpaceX IPO Overpriced?
  • 9:59 SpaceX IPO Unknowns
  • 13:50 What’s Behind the Hype?
  • 14:19 Reusability
  • 17:25 TAM Expansion
  • 19:01 Ranchers and Cows
  • 20:01 Starship Current Status
  • 23:11 Starlink Growth Engine
  • 25:02 Starlink Direct to Cell
  • 27:47 Data Centers in Space
  • 33:04 AI Energy Supply
  • 37:16 Moon Mass Driver
  • 39:39 SpaceX Humans on Mars
  • 42:19 Tesla SpaceX Convergence
  • 45:11 SpaceXAI Colossus
  • 47:04 Terafab
  • 49:49 Tesla FSD
  • 53:48 X (Twitter)
  • 56:04 SpaceX Bear Case
  • 59:14 Long Term Outlook
  • 1:02:58 Stock Strategy
  • 1:06:16 About Carl
  • 1:08:32 Takeaways

Disclosures: Carl is long SpaceX, Tesla, Meta, and Alphabet. Craig is long SpaceX via VCX restricted shares, the ARK Venture Fund, and Fidelity mutual funds. Craig is long TSLA and Meta. Access IPOs content is for informational purposes only and does not recommend that investors buy or sell any funds or companies mentioned. Perform personalized due diligence and only invest with money you can afford to lose.

This podcast and video are for informational and entertainment purposes only. Mentions are not a recommendation to buy or sell any pre-IPO startup, fund, or public company. Invest in IPOs and private companies at your own risk.

 
 

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