George Hammond
speaker
93 appearances
3 recordings
1 series
first heard Apr 2026
last heard 13 Aug
George Hammond’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 3 in all, peaking in Aug 2026 with 1.
Appearances
I think it tells us that investors see just a kind of unlimited upside to AI.
We will find out whether they are correct or not, but the SpaceX story, we think of this company as a rocket maker, that is its primary business, but Musk went out and sold it as an AI company
So that was an AI story.
I think, you know, Anthropix's willingness to go out at even something approaching this valuation would tell us that investor sentiment around AI continues to be very, very hot, even if we have seen these kind of yo-yos in the public markets or in stocks exposed to AI in the last few months.
Thank you so much.
Yeah, so this is a rocket-making company that is seeking to expand its dominion into space.
Musk has always been very clear that he wants to go and occupy Mars, ultimately.
And the company is, in some senses, just one extensive bet on that project.
So it's currently a rocket-launching business.
It has a satellite business, Starlink.
He has now appended to that a social media company, an AI business.
And particularly the latter of those, the AI business, he believes is going to be the great revenue driver for SpaceX going forward.
And it's really the part of the business that underpins this very, very lofty $1.8 trillion valuation.
Let's just play devil's advocate here.
What happens if SpaceX can't do all this?
There is a very real business at the core of SpaceX.
They have a near monopoly on rocket launching.
And Starlink has become a very, very successful part of the overall business as well.
But combined, those contribute the bulk of what was around 18, 19 billion in revenues for the company last year.
On the basis of today's valuation,
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