Gregory Carr

speaker

2,075 appearances 6 recordings 6 series first heard Dec 2025 last heard 7 Jul

Gregory Carr’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 — 6 in all, peaking in Jun 2026 with 4.

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Holy shit.

What's the 28 number?

Is it $200?

Is it $300 billion?

It's probably not going to trade it 10 times that number.

And it will be very profitable at that scale because it'll be inference dominated and people reporting they have 85% gross margins on inference.

But in terms of the market absorbing this, like the market's already absorbed it.

It's just shifting from private to public.

And so in the scale of global capital markets, these seem like really big numbers.

You're just moving from the private markets to the public markets, which are even bigger.

As far as SpaceX specifically, I think one of the more important things

is everybody who's a SpaceX investor or employee has had a chance to sell every six months for the last 10 years.

So they may not be the wall of liquidity that some people are thinking about.

I read this New York hedge fund short report that you could just short SpaceX on the lockup because so many people are going to sell.

Really?

Well, everybody who's on the cap table, they had an opportunity to sell.

And almost half the employees at SpaceX bought on the IPO.

Now, I do think Cerebrus...

Maybe, but we'll see.

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