Dan Caplinger

speaker
1,715 appearances 16 recordings 4 series first heard Oct 2023 last heard 18 Sep

Dan Caplinger’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months
3 · Nov OctJan 26AprJulnow

Recordings per month over the last 12 months — 15 in all, peaking in Nov 2025 with 3.

Appearances

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Given how hot space is, and given investor interest in Elon Musk, I don't think it's a surprise that they can raise $80 or $100 billion.
And that's a lot more reasonable sounding than
the $2 trillion number.
There's a lot of other levers here.
I know Dan loves to talk about the index, so we can get into that.
But look, this is a very, very big company with a very large share count.
All they need to do is sell this small amount and gosh, there's interest.
So yeah, $2 trillion, $3 trillion, who knows what they can get to if they squeeze enough.
Absolutely.
The better question is, can they sustain that valuation?
Not the valuation they can get on the first day.
Look, I feel like we're re-debating Tesla.
As people have been saying for years, we can't sustain that.
I think I'd probably take the underlying
on whether or not it's still over $2 trillion, if it goes out of $2 trillion in six months.
But I don't think it's going to fall dramatically.
I think there is a lot of excitement, a lot of interest here.
There is definitely market support for this IPO.
It's big numbers, it matters and stuff, but we're almost talking semantics, whether or not, on what level can it support.
There is interest here, and that's what you need to do an IPO.
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