Dan Ives
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Appearances Over Time
Podcast Appearances
We're in the window where capital is there.
Six months from now, that capital might be narrowed.
I would start the story way back in 1994 when the FOMC decided to publish statements after their scheduled meetings.
To see it up close and personal is, it's very stark.
I mean, overnight I have friends who are worth billions of dollars.
I think a big reason for some of the sell-off we've seen in tech over the last week is an anticipation of this in terms of a little white-knuckle moment.
But it comes down to anyone that's owning SpaceX, you're buying it for the Musk factor.
And many that bet against Tesla and Musk going back a decade ago, that was proven historically wrong.
Mathematically, it's very hard to see how you could see SpaceX delivering the same kind of returns as a public company as Tesla did.
But I think what this speaks to is a requirement for investors to have exposure to growth in both the private and the public markets.
I think a big reason for some of the stuff we've seen in tech over the last week is an anticipation of this in terms of little white knuckle moment.
But it comes down to like anyone that's owning SpaceX, you're buying it for the Musk factor.
And many that bet against Tesla and Musk going back a decade ago, that was proven historically wrong.
I think a big reason for some of the stuff we've seen in tech over the last week is an anticipation of this in terms of little, you know, white knuckle moment.
But it comes down to like anyone that's owning SpaceX, you're buying it for the Musk factor.
And many that bet against Tesla and Musk going back a decade ago, that was proven historically wrong.
I think a big reason for some of the stuff we've seen in tech over the last week is an anticipation of this in terms of little, you know, white knuckle moment.
But it comes down to like anyone that's owning SpaceX, you're buying it for the Musk factor.
And many that bet against Tesla and Musk going back a decade ago, that was proven historically wrong.
Look, we're talking about a new category of space.