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 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

Look, that also speaks to why SpaceX did the merger with XAI, and we'll get into it, but it's ultimately why we believe that they'll merge with Tesla as well, because they got to make up ground.

Musk needs to make up ground.

And the biggest area that they're behind is when it comes to true,

from a model perspective.

But what's going to drive that, it's really what drives it is the data.

Now, you could argue that

the Musk-Altman trial, that was just the start of kind of this just general arms race that's going on.

But I kind of view it as like this is really Musk creating his own ecosystem, you know, in terms of like no different than what NVIDIA has done or AMD, but it's actually all within essentially Elon sort of,

companies.

Yeah, I don't think there's any dispute they're world leaders when it comes to space, spatial foundation, satellite technology, obviously everything with Starlink.

But Will, I think the whole thing is that when you look at space traditionally, okay, it was really exploration, Virgin Galactic, Blue Origin,

But now it's really moving to the enterprise, to data.

Now, there have been some rocket labs, quantum labs, and obviously Voyager.

I mean, there's some companies that are in the space.

But that's really the new frontier where essentially they're going after.

I mean, I think...

2029, 2030, I mean, it's sort of, if you want a timeframe, something that's, I think, realistic.

If you look at any of the core data centers that are being built, it's complex enough on Earth, let alone in space.

But it might be like over the years, over the decades, like when it comes to energy and when it comes to efficiency and when it comes to possibilities, data center in space, I don't, it's not a question of

Well, I mean, my view has always been like,

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