George Ferguson

speaker

39 appearances 2 recordings 1 series first heard Jun 2026 last heard 28 Jul

George Ferguson’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 2 in all, peaking in Jul 2026 with 1.

Appearances

newest first · ▶ plays the moment

Bloomberg Tech · AI Trade Stumbles as Chip Stocks Slide · 28 Jul 2026 podcast

Yeah, no, I I think though the slide is all a function of AI, right?

The the model we built out on uh on sp on SpaceX just showed that uh i if the AI business worked, it could potentially grow into valuations that were similar to peers by the end of the decade, right?

You know, the peers, the hyperscaler peers.

And so I think whenever you're gonna have whenever you have a slide in in the

tech world and and the hyperscalers, I think you're gonna see it felt extensively uh inside the SpaceX shares.

I think that's what you've seen in the last couple last couple uh days and weeks.

Yeah, I again like I think it's just an it's another step in facilitation of the strategy.

Uh but you know, really what I want to do is I want to start to see Starship lifting extensively into orbit.

They also have to increase capacity on Starship as well.

So every success is important.

Uh i it's also important for Starlink in the near term, but Starlink just won't generate the revenue and profitability.

in the long run.

But so yeah, always happy to see a successful test flight, but uh i i it's just a facilitator for AI and data centers

Bloomberg Tech · Nvidia Gets Into the PC Market With New Chip · 1 Jun 2026 podcast

Well, so I think, you know, what we wrote was that we could see the market comparables that could get it close to two trillion.

And so today, you know, today, I think we were even seeing some of the space stocks come down as SpaceX lowered their

I don't know, their targets, their guidance, whatever you want to call that, late last week.

So, I mean, we see comparables that could get it there.

I didn't say that was necessarily the right price.

They seem pretty rich.

But there's comparables, a lot of it built around the space launch business, which we saw sort of 80 to 90 times revenue.

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