Carol Massar
speaker
1,353 appearances
37 recordings
3 series
first heard Dec 2024
last heard 12 Sep
Carol Massar’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 33 in all, peaking in Jul 2026 with 13.
Appearances
this hype make it seem worth more than it is?
Investors are buying the dream.
Sure, we all know the dream.
But what about the reality?
SpaceX in the age of the giant IPO.
Check out the full episode over at Bloomberg.com or on YouTube.
And let's just talk about that reality.
SpaceX does seem to be coming back down to Earth ever so slightly after cutting its IPO valuation goal to at least $1.8 trillion instead of above $2 trillion.
That's according to sources.
Let's break it down with Bloomberg Intelligence Analyst George Ferguson.
George, I can't help but smile when I see those
numbers because i mean coming back down to earth it's all relative when we're talking about you know this blockbuster what could be the biggest ipo ever 1.8 trillion dollars you have spent many years valuing companies in in aerospace what is the valuation promise of a 1.8 trillion dollar market cap when spacex what uh has uh you know revenue in 2024 of 14 billion dollars
Yeah, so obviously those numbers are quite lofty.
You know, we're spending some time right now doing our sort of sum of the parts analysis on SpaceX's value.
And my friends, Mandeep and his team in the AI side of Bloomberg Intelligence, they're sort of at a $400 billion gap.
for XAI and John Butler, who runs our telecommunications analysis, he's at sort of $600 billion for the communications, for the satellite constellation.
And, you know, on the launch side,
We're looking at companies like Rocket Lab that are 90 times revenue.
And when we look at what we think revenue is for SpaceX, the launch business, including their internal launch, which they don't put in the revenue numbers you cited, we think that that's...
The market says it's worth $1.2 trillion.
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