Africa-focused technology, digital and innovation ecosystem insight and commentary.
…
continue reading
Content provided by hyperchange. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by hyperchange or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Similar to HyperChange
Show notes are at https://stevelitchfield.com/sshow/chat.html
…
continue reading
Download This Show is your weekly guide to the world of media, culture, and technology. From social media to gadgets, streaming services to privacy issues. Each week Rae Johnston and guests take a fun, deep dive into how technology is reshaping our lives.
…
continue reading
The power of Data is undeniable. And unharnessed - it’s nothing but chaos. Making data your ally. Using it to lead with confidence and clarity. Host Jess Carter is solving problems in real-time to reveal what’s possible. Helping communities and people thrive. This is Data Driven Leadership, a show brought to you by Resultant.
…
continue reading
Flash Forward is a show about possible (and not so possible) future scenarios. What would the warranty on a sex robot look like? How would diplomacy work if we couldn’t lie? Could there ever be a fecal transplant black market? (Complicated, it wouldn’t, and yes, respectively, in case you’re curious.) Hosted and produced by award winning science journalist Rose Eveleth, each episode combines audio drama and journalism to go deep on potential tomorrows, and uncovers what those futures might re ...
…
continue reading
WSJ’s Bold Names brings you conversations with the leaders of the bold-named companies featured in the pages of The Wall Street Journal. Hosts Tim Higgins and Christopher Mims speak to CEOs and business leaders in interviews that challenge conventional wisdom and take you inside the decisions being made in the C-suite and beyond.
…
continue reading
Android Backstage, a podcast by and for Android developers. Hosted by developers from the Android engineering team, this show covers topics of interest to Android programmers, with in-depth discussions and interviews with engineers on the Android team at Google. Subscribe to Android Developers YouTube → https://goo.gle/AndroidDevs
…
continue reading
The director’s commentary track for Daring Fireball. Long digressions on Apple, technology, design, movies, and more.
…
continue reading
We help founders make something people want.
…
continue reading
Three nerds discussing tech, Apple, programming, and loosely related matters.
…
continue reading
Player FM - Podcast App
Go offline with the Player FM app!
Go offline with the Player FM app!
))
Breaking Down ARK's $2.5T SpaceX Valuation w/ Sam Korus & Aaron Burnett 🚀
Manage episode 492777833 series 2416899
Content provided by hyperchange. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by hyperchange or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Bringing back the podcast with a BANGER episode featuring Sam Korus of ARK Invest and Aaron Burnett of Mach33 research. They have teamed up to release potentially the most thorough and in-depth valuation model of SpaceX ever made public. Breaking down the value of Starlink vs the Launch business and how Mars takes the potential valuation to $10T and beyond. I learned a ton from their open-source model and would highly recommend checking it out.
Sam Korus on X: https://x.com/skorusARK
Aaron Burnett on X: https://x.com/aarontburnett
ARK Invest SpaceX Valuation Model: https://www.ark-invest.com/articles/valuation-models/ark-expected-value-spacex-2030Mach33
SpaceX Valuation Blog: https://research.33fg.com/analysis/spacex-at-escape-velocity-ark-mach33-s-2-5t-2030-valuation-model
0:00 Intro
2:48 Are you invested in SpaceX?
4:50 How is SpaceX worth $2.5T by 2030?
7:00 Starlink Network Capacity & Global Pricing
9:15 SpaceX Revenue Projections (Through 2030)
10:28 Starlink Network Bandwidth
12:19 Fiber vs Starlink
15:15 Too Many Satellites?
17:40 Starlink TAM
20:42 Starshield Potential
21:46 Laser Interconnects
23:58 Starlink Cash Flow $70B by 2030
24:28 Starlink IPO?27:39 Starlink Profits Fund Mars
29:59 What’s the market cap of Mars?
35:11 What’s SpaceX plan for Mars?
40:25 SpaceX Business Moonshots
My X: https://twitter.com/gfilche
HyperChange Patreon :) https://www.patreon.com/hyperchange
Disclaimer: I'm invested in SpaceX. This show is not financial advice.
362 episodes
Share
Manage episode 492777833 series 2416899
Content provided by hyperchange. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by hyperchange or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Bringing back the podcast with a BANGER episode featuring Sam Korus of ARK Invest and Aaron Burnett of Mach33 research. They have teamed up to release potentially the most thorough and in-depth valuation model of SpaceX ever made public. Breaking down the value of Starlink vs the Launch business and how Mars takes the potential valuation to $10T and beyond. I learned a ton from their open-source model and would highly recommend checking it out.
Sam Korus on X: https://x.com/skorusARK
Aaron Burnett on X: https://x.com/aarontburnett
ARK Invest SpaceX Valuation Model: https://www.ark-invest.com/articles/valuation-models/ark-expected-value-spacex-2030Mach33
SpaceX Valuation Blog: https://research.33fg.com/analysis/spacex-at-escape-velocity-ark-mach33-s-2-5t-2030-valuation-model
0:00 Intro
2:48 Are you invested in SpaceX?
4:50 How is SpaceX worth $2.5T by 2030?
7:00 Starlink Network Capacity & Global Pricing
9:15 SpaceX Revenue Projections (Through 2030)
10:28 Starlink Network Bandwidth
12:19 Fiber vs Starlink
15:15 Too Many Satellites?
17:40 Starlink TAM
20:42 Starshield Potential
21:46 Laser Interconnects
23:58 Starlink Cash Flow $70B by 2030
24:28 Starlink IPO?27:39 Starlink Profits Fund Mars
29:59 What’s the market cap of Mars?
35:11 What’s SpaceX plan for Mars?
40:25 SpaceX Business Moonshots
My X: https://twitter.com/gfilche
HyperChange Patreon :) https://www.patreon.com/hyperchange
Disclaimer: I'm invested in SpaceX. This show is not financial advice.
362 episodes
All episodes
×
Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.
Similar to HyperChange
Africa-focused technology, digital and innovation ecosystem insight and commentary.
…
continue reading
Show notes are at https://stevelitchfield.com/sshow/chat.html
…
continue reading
Download This Show is your weekly guide to the world of media, culture, and technology. From social media to gadgets, streaming services to privacy issues. Each week Rae Johnston and guests take a fun, deep dive into how technology is reshaping our lives.
…
continue reading
The power of Data is undeniable. And unharnessed - it’s nothing but chaos. Making data your ally. Using it to lead with confidence and clarity. Host Jess Carter is solving problems in real-time to reveal what’s possible. Helping communities and people thrive. This is Data Driven Leadership, a show brought to you by Resultant.
…
continue reading
Flash Forward is a show about possible (and not so possible) future scenarios. What would the warranty on a sex robot look like? How would diplomacy work if we couldn’t lie? Could there ever be a fecal transplant black market? (Complicated, it wouldn’t, and yes, respectively, in case you’re curious.) Hosted and produced by award winning science journalist Rose Eveleth, each episode combines audio drama and journalism to go deep on potential tomorrows, and uncovers what those futures might re ...
…
continue reading
WSJ’s Bold Names brings you conversations with the leaders of the bold-named companies featured in the pages of The Wall Street Journal. Hosts Tim Higgins and Christopher Mims speak to CEOs and business leaders in interviews that challenge conventional wisdom and take you inside the decisions being made in the C-suite and beyond.
…
continue reading
Android Backstage, a podcast by and for Android developers. Hosted by developers from the Android engineering team, this show covers topics of interest to Android programmers, with in-depth discussions and interviews with engineers on the Android team at Google. Subscribe to Android Developers YouTube → https://goo.gle/AndroidDevs
…
continue reading
The director’s commentary track for Daring Fireball. Long digressions on Apple, technology, design, movies, and more.
…
continue reading
We help founders make something people want.
…
continue reading
Three nerds discussing tech, Apple, programming, and loosely related matters.
…
continue reading
Player FM - Podcast App
Go offline with the Player FM app!
Go offline with the Player FM app!
