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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Is that like the main thing people are valuing SpaceX based on the best of all best case scenarios, right now?

That that's what I'm saying.

It's not even a math problem.

It's just like the people that are invested in SpaceX are invested in it because they believe in these pie-in-the-sky

goals, which is awesome.

I hope they hit them.

I just like, I not only I don't believe in them, right?

I haven't seen proof that I think we're highly likely to hit that.

And even if we were, it wouldn't matter to me because it's already being valued, assuming that that happens.

Right.

So I'm going to invest in something where I see something big that is likely to happen, where the rest of the world doesn't see it.

And I have conviction it will happen.

So it's the polar opposite of how I invest.

Yeah.

And by the way, it's short, short-term expectations are different from long-term expectations.

I'm not super concerned with what happens in

m month to month, quarter to quarter in the AI sector.

For me, this is like a multi-year trade, right?

And as long as nothing happens, by the way,

This is another thing that really

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