Craig Trudell
speaker
72 appearances
4 recordings
1 series
first heard Apr 2026
last heard 2 Jul
Craig Trudell’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 — 4 in all, peaking in Jun 2026 with 2.
Appearances
Yeah, I think it's fascinating in that this is also a company that put out incredible numbers in their S-1 about total addressable markets and talking about space-based economy.
To hear Musk talk about the potential for this company
And to hear people like Jared Isaacman, you know, the head of NASA, you know, he gave an interview very recently about this notion that the space economy has been something that's been sort of highly speculated about, hyped up as something massive.
And yet the follow through has been very minimal.
I will say in defense of Musk and SpaceX.
With the exception of Starlink, there's been very little in the way of progress toward making any money in space.
We have seen SpaceX make progress where others haven't.
I think where you really run into trouble looking at this company is actually the AI portion.
And the fact
that was just such a very recent addition to the SpaceX story maybe makes things kind of muddy and more complicated than they might have otherwise been had this just been a space company with a solid satellite business.
Yeah, the two of them in sort of rapid fire fashion, you know, reach these deals in the lead up to the IPO.
And surely that's helping sort of buoy sentiment.
But if we think about, you know, Musk's ambitions to not just be a sort of infrastructure partner to the likes of Google and Anthropic and actually getting in the game itself and, you know, building a competitive chat bot and, you know,
capabilities that can be monetized.
That's where we've seen, you know, real failures on Musk part.
And he's been pretty open about that actually on X, this notion that they sort of started XAI all wrong and are kind of starting over.
It was, you know, really unusual and very like him that he would be so sort of candid about that.
And yet maybe raises some questions about, you know, just how quickly this will will be a company that's a major player and actually, you know, things beyond partnering with with companies that have had success like Anthropic.
Just going off the trend that we've seen this rolling up of Musk's companies, it does feel like that's also something that people quite close to Musk have not shied away about speaking to.
This notion that that would be not even just a sort of open secret, but just something that people are very comfortable theorizing about tells me that it does feel like it's likely.
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