Dan Ives

speaker

71 appearances 1 recordings 1 series first heard Jun 2026 last heard 9 Jun

Dan Ives’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 — 1 in all, peaking in Jun 2026 with 1.

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The Master Investor Podcast with Wilfred Frost · Should You Buy Space X? | IPO Special · 9 Jun 2026 podcast

Yeah, first of all, it's always great to see you, Wilf.

And yeah, I mean, obviously, it's a super exciting week, you know, of course, not just with Apple, but with SpaceX.

And because I mean, you've talked about this is the fourth industrial revolution, I'll point it out.

I mean, look, I think what they're laying out in the S1, it's essentially like what's the total market?

It's not just about space.

It's about data.

It's about AI, right?

And so, you know, look, and I think when you look at these total addressable markets, I think it just gives you a perspective of how potentially big they are.

And also, like, look, with Genegra SpaceX, this isn't, this is a company that's so well known on the private side for so many years.

And, you know, a lot of the stuff that they're putting in these, you know, sort of market opportunities are something I think many investors have been well aware of for many years.

Look, I think, I mean, you've talked about it in terms like the AI revolution, space is definitely going to be a part of that.

I mean, look, how long until we see data centers in space, till we see almost more and more, I'll almost call it a convergence between technology and space.

A lot of the execution will come down to data.

Because more, if you really start to think about it, it's a data world.

I mean, data is the new oil, the new gold.

And what they're doing when it comes to SpaceX, they continue to sort of be unparalleled in terms of their opportunity on space.

I think investors continue to view it as what's around the corner when it comes to AI and data.

Yeah, I mean, look, I don't think there's any really dispute.

Right now, it's a two-horse race.

It looks like Anthropic Quad in terms of being first, OpenAI second.

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