Bailey Lipschultz
speaker
115 appearances
22 recordings
2 series
first heard Aug 2025
last heard 1 Sep
Bailey Lipschultz’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 21 in all, peaking in Jul 2026 with 7.
Appearances
Bloomberg News Now · Trump Threatens 'Very Hard' Iran Hit, SpaceX Draws Retail Record · 11 Jun 2026
podcast
It's never been to the scale of potential allocation.
We were talking even if they come in at 20, 30 percent of this IPO, you're still talking potentially more money going to retail in this IPO than almost every other IPO has raised in totality.
So these are staggering numbers.
We have 15 days from IPO to entry on NASDAQ 100.
So SpaceX will be trading essentially by itself.
The weeks and months, the next year, it's not going to be in the S&P 500.
Is that a source of alpha for active investors who want to diversify?
Or is it a potential vacuum suck where people are selling stocks in the S&P 500 to buy SpaceX?
And what does that ultimately mean?
Those are questions that investors are right now kind of debating.
Bloomberg News Now · Stocks Rise, Trump Touts Iran Talks, Primaries Continue, More · 9 Jun 2026
podcast
Being the first company to go public, when you're setting the kind of terms of the roadshow and you're able to create this...
TAM, the total addressable market, they came out and said AI is a $26.5 trillion market.
Prove us wrong.
They set the watermark, which then means when Anthropic potentially hits the road later this fall, when OpenAI potentially hits the road later this fall, they now have to go to investors and say, okay, here's how we fit into this market that Elon Musk was talking about.
The biggest piece of this
update is strictly the fact that you need to be gap net income positive for a year before you can be added.
That adds a bit of a curveball, not just for SpaceX, but I want to talk about Anthropic and OpenAI.
Those are two companies that people don't expect to generate net income positivity for quite some time.
The Bloomberg This Weekend Podcast.
News, politics, and the lighter side of Bloomberg.
Showing 41–60 of 115 · page 3 of 6
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