Gavin Baker

It seems like everything went just flawlessly to a T, like to the point where it wasn't even dramatic.

The banker.

It's like 20% perfect.

20% pop almost to its T. Yeah, what I mean by that is like, it would have been more dramatic if it had like popped up 70% and then went down 30 and then went up 50 and it was drama.

But it was just like perfect execution from start to finish.

Was that how you interpreted it?

Yeah.

What do you think the market is looking for SpaceX next?

Is it all eyes on the first earnings report?

Where do we go from here?

Because there's so much of the SpaceX story pre-IPO that was a decade out, five years out, two years out.

But is the market going to be processing quarter by quarter plays like many other companies?

I was just listening to him on the Brad Gerstner podcast.

I think he chimed in on that, right?

You brought him with, there we go.

So all eyes on Colossus 3, 4, 5, 6, 7, 8, 9, 10, et cetera, at least in the short term.

On the topic of Elon Web Services, is there a world where SpaceX winds up building out more of what looks like AWS?

We've seen between OpenAI and Anthropic, there's this tension of you got to be on AWS because ITAR or the ecosystem or enterprises just want to be on AWS.

They won't even go over to Azure or Google Cloud for whatever.

And you could imagine it might