Leo Kelion
speaker
268 appearances
3 recordings
1 series
first heard Jun 2026
last heard 4 Aug
Leo Kelion’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 3 in all, peaking in Jun 2026 with 2.
Appearances
And then on the public equities side, I think we've also got a holding in Rocket Lab.
Is that right?
Okay, I want to turn to the future, what happens to SpaceX over the next 10 years.
Let's start with Starship.
If SpaceX already has the Falcon 9 flying regularly and reliably, why does it need a bigger spacecraft?
If you move on to Starlink, the satellite broadband side of the business, it's already got thousands of satellites in orbit.
It made nearly $11.5 billion in sales for the company last year, representing about 60% of its revenues.
Is there much more potential in your mind for further growth for that side of the business?
You mentioned AI, so let's talk about that because in February, the company bought XAI, another of Musk's companies best known for its AI model, GROK, for the social network.
X and indeed for renting data center capacity to the likes of Google and Anthropic.
That is quite different to the rockets and satellites side of the business.
I just wonder, can you tell me a little bit about how you think about it fitting together?
And just for members of the audience who aren't familiar with an ESCA, it's the idea that things go slow and then fast and then slow again.
And you're saying that a lot of these things are kind of stuck in the same state.
Huge engineering challenges there, not least.
Absolutely.
Trying to get the heat away from the chips in the vacuum of space.
Does the scale of this company's ambition ever give you a moment to pause?
You talk about risk.
One of the other things that we look at when we invest in a company is our ability to engage with the leadership.
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