Isabel Lee

speaker

235 appearances 6 recordings 1 series first heard May 2026 last heard 28 Aug

Isabel Lee’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 3.

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Bloomberg Tech · SpaceX Soars On Third Trading Day, Seals Cursor Takeover · 16 Jun 2026 podcast

So you see the rally today pushing the market cap of SpaceX to nearly $3 trillion.

So obviously, this calms fears that the market will not be able to digest an IPO this big.

And obviously, it loads well for the likes of Anthropic and OpenAI, which are swaining in the wings, all both valid.

At almost $1 trillion.

And to be sure, the price action is driven by just a small percentage of shares.

But still, it's so interesting.

And you look at the next page, Ed, this is the ETF world, which I really love to look at.

So all of these issuers filed to launch nearly a dozen SpaceX Linked ETFs.

So they're they're both leveraged, they're all leveraged rather.

So they track SpaceX two times to the upside and two times to the downside.

And in total, on Monday, all of them

Combined, so $1 billion in trading volume, which is easily a record for any single stock ETF for any new launch in a cohort like this.

So the frenzy just really continues.

And it's really hard not to imagine that Ed because the windfall is just so hard to ignore.

And you look at these companies, these are the ones that are gaining billions and billions in net windfall.

Take a look at Valor Equity Partners.

This is founded by Musk Ally Antonio Gracia, so nearly 70 billion dollars.

At stake that they have founders fund.

This is a venture capital firm led by Peter Seal.

It now has a fifty billion dollar stake.

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