Chris Camillo

speaker

3,317 appearances 5 recordings 2 series first heard May 2025 last heard 13 Sep

Chris Camillo’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 4 in all, peaking in Sep 2026 with 2.

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It's not something I'm interested in.

For me, that's a highly speculative game based on something that might or might never materialize.

When I look at SpaceX's actual business, I love it.

And that's why I invested in it at $30 billion.

Okay.

I loved what they were doing with satellites.

And I was like, this satellite business is going to be worth more than $30 billion.

I see it at one point six trillion today, even after the move down.

You said it was like one point six trillion, is that right?

One point six today after being down.

Forty percent.

I'm like, whatever people are seeing in SpaceX is something more than I'm able to see.

So I only invest in companies when I see something that others don't.

It's the opposite with SpaceX.

With SpaceX, others see something in SpaceX that I don't, which is totally fine.

It's just not right for me.

Um, so there's no world in which SpaceX becomes an investment in my portfolio un s unless something radically changes.

They have distribution.

They have a moat.

Absolutely.

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