Ev Williams

speaker

383 appearances 2 recordings 2 series first heard Jun 2026 last heard 18 Jun

Ev Williams’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 — 2 in all, peaking in Jun 2026 with 2.

Appearances

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The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · 20VC: SpaceX Soars to $2.7TRN | Anthropic's Fable Banned by US Government | Wix and Adobe Hit All-Time Lows | Mistral Raising at $20BN and The Case for Sovereign Models | Fin Acquired by Salesforce for $3.6BN · 18 Jun 2026 podcast

And when we were going through and when people, LPs or anything else, when there was questions around like, well, how much upside is there?

I think it was at 120 billion or something.

How much upside is there here?

And the way I talked about the investment was like, look, the numbers alone get you to a solid return, but it would be dumb to not incorporate

what Elon can do, which is he sells the market on these incredible long-dated call options, like these tech call options.

He's made his whole career doing it.

And so it's like at the time, whatever it was, 2019 or whatever, Tesla wasn't worth the $800 billion or the $400 billion of its market cap, but he convinced everyone that like, hey, I'm going to figure out full self-driving and that's going to drive a trillion dollars of value.

And it's going to take eight to 10 years.

And then you get to that point and he solved it.

Tesla on the number still probably isn't worth a trillion dollars, but now he has Optimus.

That's another like 10 year project that's going to create trillions of dollars of value if he figures it out.

And guess what?

He's probably going to figure it out.

And so with SpaceX, he's done the exact same thing where at first it was, you know, rocket reusability.

And then the second one was Starship's going to work.

and now he has orbital data centers, the Mars mission, the moon mass launcher, all these things.

So he sets up these stories, which he honestly usually accomplishes what he's gonna lay out, but they're basically these long-dated call options where he can go to the market, he can go to shareholders and say, look, on the numbers, obviously SpaceX, you can't really,

look at the numbers of SpaceX, if you were just looking at the numbers in the P&L alone, it'd be very, very hard to even get like a $2 trillion valuation as a fair market value.

But he says, I'm going to figure this massive thing out.

And that's where the next trillions of dollars of value are going to come from.

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